Invoicing for Financial Service Professionals
Invoicing for Financial Services
Invoiv makes invoicing for financial services accurate, professional, and effortless. For financial planners, consultants, and advisors, billing and payments can often take valuable time away from client advising and portfolio management. With Invoiv, you can create tailored invoices for hourly consulting, investment planning, or asset management fees in minutes. Offer clients flexible payment terms, automate recurring billing for ongoing services, and include secure payment links that make it simple for them to settle accounts quickly.
No credit card required. No hassles.
You get your first 14 days for free. After that, Invoiv costs as little as $4.99 per month or $49.99 per year.
Challenges in Invoicing for Financial Services
For many advisors and planners, invoicing for financial services is one of the biggest administrative challenges. Invoiv automates payment follow-ups by sending reminders as due dates approach, ensuring timely payments without the need for manual tracking. The real-time dashboard provides a clear view of incoming payments, outstanding invoices, and overall cash flow, helping you stay organized and maintain a strong financial foundation. By simplifying the invoicing process, Invoiv gives you more time to focus on guiding clients toward their financial goals.
Why Specialized Invoicing Matters for Financial Professionals
Unlike general invoicing tools, invoicing for financial services must account for recurring fees, hourly consulting, and project-based billing. Missing details or delayed reminders can impact client relationships and revenue. Invoiv addresses these challenges by combining recurring billing, flexible payment terms, and automated reminders into one platform. These invoice software features help you avoid late payments, improve transparency with clients, and keep your practice running smoothly.
Automate Invoicing for Financial Services
Invoiv eliminates manual data entry by automating recurring invoices, expense tracking, and payment reminders. For advisors and planners, this means less time spent on billing and more time focused on client strategies. Automation ensures accuracy and keeps your practice running efficiently.
Profitability Insights by Client
Invoiv’s reporting suite includes invoicing for financial services metrics such as profit per client. See exactly where your time and resources are going, confirm that your billing matches the value delivered, and identify opportunities to strengthen client relationships while protecting your margins.
Time Tracking and Billable Hours
With Invoiv’s premium features, you can log hours spent on consulting projects, asset management, or financial planning. These small business invoicing tools turn tracked time into professional invoices automatically, ensuring accurate billing and better transparency for clients.
All Plans Include Core Features
All plans offer a 14-day free trial. Basic plans are $4.99 per month for up to 10 invoices. Standard plans are $9.99 per month for up to 25 invoices. Unlimited plans are just $14.99 per month.
Invoice Templates
Choose from all our available invoice templates.
Online Payments
Customers pay you via your Stripe or PayPal account.
Digital Invoice Delivery
Customers get invoices via email with a link or QR code to pay online.
Cash Flow Reporting
All accounts include our full reporting suite to help optimize your cash flow.
Invoicing Simplieid
Elevate Your Invoicing
- SIGN UP: Join the Invoiv community by signing up for an account. Just a few details, and you’re on your way to experiencing the convenience of efficient invoicing.
- CUSTOMIZE AND CREATE: Personalize your invoicing experience by adding your company logo, contact information, and payment terms. Then, effortlessly create professional invoices for your clients, adding line items and quantities as needed.
- SCHEDULE OR SEND INVOICES: Once your invoice is ready, schedule the invoice for any date or send it instantly by email. Monitor the status of your invoices, track payments, and easily manage your financial transactions
Invoiv Pricing Plans
Basic Plan
$4.99
per month
- 10 Invoices Per Month
- 50 Quotes Per Month
- 14 Day Free Trial
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- Discounted Rate of $49.99/year
- Multi User Roles
- Multiple Business Units
- HR Management
Standard Plan
$9.99
per month
- 25 Invoices Per Month
- 300 Quotes Per Month
- 14 Day Free Trial
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- Discounted Rate of $99.99/year
- 3 Multi User Roles
- 3 Business Units
- HR Management
Premium Plan
$14.99
per month
- Unlimited Invoices Per Month
- Unlimited Quotes Per Month
- 14 Day Free Trial
- Unlimited Invoice Templates
- Payments Via PayPal or Stripe
- Discounted Rate of $159.99/year
- 5 Multi User Roles
- 5 Business Units
- HR Management