Turn billable time into invoices and get paid fast.
Bill your clients in a way that’s easy for them, and effective for you. Prepare invoices in just a few clicks and automate payment collection, all within a single reliable platform.
You're overwhelmed every month just to get paid?
There's a better way to manage invoices and handle accounts.
- You're spending hours building invoices using Excel sheets and calculators.
- The process of receiving payments and closing invoices takes days.
- You are losing revenue due to overdue invoices.
- It's a struggle to match invoices to bank statements and project contracts.
- You're sending unprofessional invoices in Word docs, which is damaging your reputation.
Streamline your invoices, retainers, timesheets and expenses with a reliable, all-in-one platform for your business.
See the impact of simpler, more accurate invoicing across your entire business:
- Save time on every invoice and invest back in your business
- Reduce the risk of client disputes and overspending hours
- Get visibility into your project progress and billing history
- Make payment processing streamlined for you and your clients
- Export to QuickBooks Online, PDF or CSV and save hours of admin work
- Control how much to invoice and reduce late payments
- Save time on every invoice and invest back in your business
- Reduce the risk of client disputes and overspending hours
- Get visibility into your project progress and billing history
- Make payment processing streamlined for you and your clients
- Export to QuickBooks Online, PDF or CSV and save hours of admin work
- Control how much to invoice and reduce late payments
Built for the specific needs of the design industry.
- Generate accurate invoices without having to do the math, in seconds.
- Quickly create an invoice for your project, whether fixed or hourly fees, sub-consultant services, or retainers.
- Approve expenses with photo attachments, and bill to clients with a desired markup.
- Add tax groups and discounts for different projects and automatically apply them to invoices.
Improve client experience and get paid faster with online payments.
- Collect payments through secure click-to-pay links and Pay Now buttons. Accept credit, debit, or eCheck payments.
- Automatically record collected payments, and track non-payments without any third-party integrations.
- Reduce your risk of client disputes, get paid faster and minimize late payments.
Show the value of your time and work.
- Offer transparency to your clients by showing them a detailed record of your time and activity.
- Increase trust with client by making clear and comprehensive invoices.
- Automate the collections and follow-up with clients.
- Levy a percentage interest on late & overdue amounts to reduce instances of non-payment.
Make sure you’re always on top of your bookkeeping.
- Add firm expenses such as rent, marketing, and other overhead costs to generate accurate expense reports.
- Communicate with your accounting team by exporting to QuickBooks Online, PDF or CSV.
- Keep your finances on track.
- Sync transactions to ResourcePlan and third party accounting systems.
- Create custom payment profiles that include grace periods, discounts for prompt payment, and custom interest rates.
- Apply percentage or fixed amount discounts to an entire bill, or convert time entries to no-charge.
- Quickly write off full or partial bill amounts when needed.
- Create professional, easy-to-read invoices with your own brand assets.
- Share a client’s billing history and outstanding balances with them.
- See the status of all your unpaid bills in one tab.
- Generate reports on firm-wide billings.
- View, organize, and share bills with clients.
We've built ResourcePlan to be the perfect tool for passionate, growing design businesses.
We've got your back.
Migrating to a new software is hard—but we're here to guide you every step of the way.
Have questions?
Our rockstar support team is here for you. Ask away.
Schedule a meeting
Experience how professional billing should feel, with ResourcePlan.
Run your entire business from one single software, built just for the A/E industry.
Get a simple, reliable software for projects, clients, billing, and more. Get the clarity
and control you need to run your architectural and engineering design practice.
Do more with less people and optimize your business, with ResourcePlan.
Grow revenue
Construct project plans
Streamline operations
Increase team efficiency
Get real-time insights
Impress your clients
Run your entire business from one single software, built just for the A/E industry.
Get a simple, reliable software for projects, clients, billing, and more. Get the clarity
and control you need to run your architectural and engineering design practice. Do more with less people and optimize your business, with ResourcePlan.
Grow revenue
Construct project plans
Streamline operations
Increase team efficiency
Get real-time insights
Impress your clients
