The Best Consultant Billing Software: Why Bonsai Is the Clear Winner

5

Min Read

David Maina

Consulting is a unique profession that comes with its own set of billing challenges. From dealing with multiple clients to managing complex projects, you need a flexible billing solution that can scale with your business. You also need business consultant software that's easy to use so you can spend more time working and less time billing.

Enter Bonsai. Bonsai is a comprehensive billing solution that offers all the features consultants need to streamline their billing and invoicing processes.

Here are just a few of the reasons why Bonsai is the best invoicing software for consultants:

Note: Try the best consultant invoicing software today. Our tool lets you set up partial/recurring billing requests and allows you to automate the entire billing process. Claim your 14-day free trial today.

Invoice automation

Time is money, and as a consultant, you need to make the most of both. This is where invoice automation comes in. With invoice automation, your billing software will take care of the administrative tasks associated with invoicing, such as sending reminders and follow-ups. This means that you can focus on more important things, like consulting.

Bonsai’s invoice automation features are some of the best in the business. With Bonsai, you can set up recurring invoices, so you don’t have to manually send an invoice each month. You can also automate late payment reminders and thank-you notes. You can even set up a late payment fee, so you’re compensated if clients pay you late.

Your clients will appreciate the convenience of automated invoices and you will love the time it saves you – time that you can bill for.

Professional-looking, customizable invoice templates

Professionalism is key in the consulting world. Your clients need to trust that you are an expert in your field and that you will deliver on what you promise. This means that every touch point with your client – from your website to the invoices you send – needs to look professional.

Your billing software should come with a selection of professional-looking invoice templates for you to choose from. This will save you time as you won’t have to design your own invoices from scratch each time. Instead of fumbling around with a pen and paper, and worrying about the layout, you can simply select a template, fill in your information, and hit send.

Bonsai offers a wide range of invoice templates that are designed with consultants in mind. From simple designs to more complex ones, there’s an invoice template for every type of consultant.

Note: Get access to our full library of customizable invoice templates for consultants by signing up with Bonsai. You'll get access to our contract, proposal, invoice templates and a suite of all our other task management, time tracking and tax software. Claim your 14-day free trial here.

Multi-currency invoicing

Most consultants can agree that a large part of the consulting profession is communicating with people from around the world. Whether you have clients in different countries or you travel for work, being able to invoice in multiple currencies is crucial.

Your invoicing software should allow you to easily change the currency of your invoices. This way, if you have a client in Europe, for example, you can quickly switch to billing them in Euros without having to recreate your entire invoice.

Bonsai makes it easy to bill customers in over 180 different currencies. You simply need to select the currency you want to bill in and Bonsai will automatically update your invoice.

Multiple payment options

Convenience holds a lot of power when it comes to consumer choice. If your invoicing software only offers a single payment option, then you’re not giving your customers the convenience they crave.

Bonsai offers a variety of payment options for customers, including credit cards, debit cards, PayPal, online payments, and bank transfers. This gives your customers the flexibility to pay you in the way that’s most convenient for them.

Partial payments

As a consultant, you may find yourself in a situation where a client wants to pay for only part of your work. Perhaps they’re happy with the work but don’t have the budget to pay for it all at once. In this case, you need to be able to invoice for partial payments.

Bonsai makes it easy to invoice customers for partial payments. When creating an invoice, you can specify the amount you want your customer to pay now and the amount they’ll need to pay later. You can also choose when you want them to make the second payment. 

This feature is especially useful if you’re billing for a project with multiple milestones. You can bill for each milestone as it’s completed and receive partial payments throughout the project. This way, you’re not waiting until the end of the project to receive payment and can better manage your cash flow.

Most clients are happy to make partial payments if it means they can better budget for your services. Offering this payment option will make it easier for them to pay and make it more likely that they’ll use your services again in the future.

Time tracking features

The last thing you want as a consultant is to be stuck in a time-tracking nightmare. Time tracking is essential for billing, but it can also be a huge pain if you don’t have the right tools.

Your billing software should make it easy to track your time so that you can bill clients accurately. Bonsai offers a variety of consultant time-tracking and task management features to help you stay on top of your billable hours.

You can create timesheets to track billable hours for a specific project or client. This is a great way to stay organized and ensure that you’re billing your clients for the right time.

Also, you can set an hourly rate per-project or per-client. Such a feature allows you to automatically calculate how much your client owes you for each project based on the hours you’ve tracked.

Bonsai’s time-tracking features are simple and easy to use. With just a few clicks, you can track time, generate invoices, get paid, and collect payments from one platform.

Note: Track your time for tasks much easier with Bonsai. You won't have to worry about losing productivity as Bonsai automatically records your time while you work. Try it out for yourself and se how easy it is. Claim your free trial here.

Bonsai: The Best Invoicing Software

Running a consulting business can often feel like a juggling act. You'll often constantly switch between projects, clients, and administrative tasks.

But with the right time and billing software, you can take some weight off your shoulders. Bonsai offers everything you need to streamline your invoicing process and take your business to the next level.

Recommended reading: Use our checklist for starting a consulting business to get off on the right foot when creating your own practice.

With its professional-looking invoice templates, project management capabilities, secure client portal, time-tracking features, accounting software for consultants, invoice management features, and invoice automation, Bonsai is the clear winner when it comes to billing software and time-tracking software for consultants.

David Maina
David is an experienced B2B financial copywriter, specializing in content related to accounting, financial planning, and small businesses. Over the years, he has helped fintech brands win more traffic and skyrocket conversions with engaging, long-form content. A nerdy interest in numbers, and passion for creative writing drives him to create financial content that's truly unique. You can reach him at financeandinsurancewriter.com

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