Billing & Invoicing

Advanced billing capabilities are built into Ravetree — no need for a separate billing application.

More Features

Everything you need to easily manage billing

Create invoices, estimates, retainers and more.

Invoices

Easily create invoices from approved time logs, expenses, and service items. Invoices can be emailed directly to customers and integrates seamlessly with QuickBooks and Xero.

Estimates

Estimates can be emailed directly to prospects for approval. Projects can automatically be created as soon as estimates have been approved.

Retainers

The most powerful retainer management feature—anywhere. There are options to auto-generate invoices, projects, and even auto-charge your customer with our Stripe integration.

Bill Rates

Set up bill rates on retainers, projects, members, and work roles. You can also create client-specific rate cards with start dates and expiration dates.

Templates

Save time with our reusable estimate templates.

Receive Payments

Utilize our Stripe integration and easily received payments for your invoices.

Frequently Asked Questions

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Does Ravetree integrate with QuickBooks or Xero?

Yes, Ravetree has seamless two-way integrations with QuickBooks and Xero.

Can projects be invoiced by phase?

Yes, you can structure your projects into phases and invoice based on the completion of those specific phases.

Can I invoice a percentage of a project?

Yes, Ravetree allows you to invoice a percentage of the total project budget. If you invoice, say, 30% of a project, then Ravetree will show you that 70% remains uninvoiced. This is something that Ravetree will keep track of for you.

How can my clients submit payments for an invoice?

Clients can easily submit payments online via credit card using Ravetree's Stripe integration. Alternatively, you can make use of payment options available in QuickBooks or Xero if you have either of those integrations enabled.

Can I add a custom terms & conditions statement to an invoice?

Yes, you can append a custom Terms & Conditions statement to all invoices. The terms & conditions can be predefined and will automatically be added to all invoices.

How do I know what projects and other items are ready to invoice?

Ravetree provides real-time visibility into everything that is ready to be invoiced. The Billing page will automatically pull in all clients that have items ready to invoice. This includes time logs, expenses, fixed fee projects, retainers, and service items.

What kinds of things can be invoiced in Ravetree?

You can invoice expenses, retainers, service items, time logs, and work items.

Customer first approach

It's all about you

We take a customer-first approach. Our #1 priority is ensuring that you are successful on Ravetree!

Our world class support team is ready to help.