Lendio

Pros

Is easy to use, I'm not an accountant nor have many experience in that field so being easy to use was a big advantage for us. It has the core functionalities we need and many others that I certainly don't know how to use so It should have the required features for advanced users.

The invoicing system is great, easy and customizable.
Has a quoting and estimating system that's easy to convert to an invoice, also has an easy way to send reminders about our invoices and has some automation once you get paid.

It has a bookkeeping system and loans offering but we haven't used those so no comment there.

Cons

Would be great if we could use our own domain to send the invoices, reminders etc instead of the @sunriseapp.com

I haven't found a way to automate the invoicing process, using a csv file or something like Zapier or similar to avoid the need to create each item of the invoice . That certainly would save us a lot of time.

Not sure if these will be offered later or if there's already a way to do it at this time, just haven't found them.

Alternatives Considered

Reasons for Choosing Lendio

Switched From

Reasons for Switching to Lendio

Pros

This is the tool I recommend for any business owner/startup for double-entry accounting. It's the tool I used to get serious about my business accounting (moving out of spreadsheets). Getting organized with a chart of accounts, an real Profit/Loss statement, invoice processing/tracking/payments, and more helped me focus and grow. I purchased it when it was known as Billy, but now it's free and improving.

Cons

There is a bit of a learning curve, but it's not too bad. Lendio is improving Sunrise since acquiring Billy, but there are still some areas that can be improved. There is no account dashboard, meaning you have to go into each account individually to see if there are transactions to be reconciled or to check balances (this should be visible on a single page). Also, there is no way to save report settings, so if I want to see my P/L report by months for the current year, I have to make multiple selections each and every time I run it.

Alternatives Considered

Reasons for Choosing Lendio

Reasons for Switching to Lendio

Pros

A basic, fairly easy to use platform for creating and managing invoices. It's utility is fine, it does allow my clients to pay us through their invoices. It's because of this, that I give it a mediocre rating. However, I think there is room for improvement.

Cons

This app lacks the design and integration capabilities of its competitors and they seem to have been experiencing some growing pains lately. The templates are basic and allow for minimal changes in font, some color, and logo changes; that is about it though.

Our company uses sales decks to issue quotes for projects and it would be great if I could integrate billy invoices into that, however design compatibility aside, billy invoices can only be structured vertically, not horizontally, which is how our deck are orientated. We've also experienced some glitches in notifications and connections to stripe, which is the processor they use.

Pros

I love setting my invoicing on autopilot - every month it bills my customers and manages the transactions. I can see who isn’t paying their bills, it’s great.

Cons

They still don’t have a Zapier integration yet, they recently reached out to me to be apart of their beta which is great as I want to integrate it with my all-in-one digital marketing platform Automate CRM. Doing so will streamline my signups / billing for done-for-you clients. I also think they need embeddable payment forms. Currently have to use stripe, but that bypasses their system so that won’t work for the long term. They need to get up to speed like waveapps, I’ve been checking their software out because of the limitations I’m running into.

Alternatives Considered

Reasons for Switching to Lendio

Pros

I originally started using this product when it was called Billy and since Lendio bought them out and turned it into Sunrise they have added options that have been very helpful. The best so far (for both clients and myself) is the subscription feature for recurring invoices. The software is intuitive and has more features than I actually use, but I do think using the expenses features would be great for myself and my business, I just have not set it up yet.

Cons

The editing of recurring invoices is clunky at best. If there are changes to recurring invoices I generally delete the old one and replace it with a new one because I've have several instances where an edited recurring invoice sits in the system and never sends which of course is bad for both us and the client.

Pros

I've used several invoicing platforms and so far, Sunrise is the easiest.
It's organized well, with the expense reports and other things I don't need to see frequently pushed to the side.
The main thing is to see an overview and then see my invoices. It delivers this flawlessly.
The overview shows an immediate comparison of the current year with your last year, and shows a pie chart for which clients have paid the most. It's always encouraging to see this clear info.

Cons

I would like it to integrate with TurboTax more easily. I often consider using Quickbooks invoicing just for this purpose.

I'd also like a receipt snapshot feature like Quickbooks Self-Employed has, where I can just take a picture of a receipt and immediately import it into my expenses.

Alternatives Considered

Reasons for Choosing Lendio

Switched From

Reasons for Switching to Lendio

Pros

I've been using Billy/Sunrise since I started my business. They are quick to setup, and can be very simple to track your banking and invoicing, along with some advanced features to automate a lot of your accounting.

The biggest pros I see are:

- Quick and easy invoicing (including recurring)
- Connect your bank account for automatic transaction tracking
- Budgeting
- Integrates with Stripe for collecting payments but also offers their own merchant account (good to have a backup)

Cons

I'm not a power user since I'm a one-man business, but there is one big feature missing.

There is no automatic payment/debit feature. Recurring invoices are just automatically sent, but need to be paid by the client. There is no way to auto-debit every month, which slows down a few workflows.

Alternatives Considered

Reasons for Switching to Lendio

Pros

I do appreciate my accountant follow up and keeping my books very updated, she is available all time to respond to any question and updates

Cons

friendly use, but more changes are need to adjust different accounts in running the Invoices

Alternatives Considered

Reasons for Choosing Lendio

Switched From

Reasons for Switching to Lendio

Pros

Sunrise offers even better features and functionality for my small business than QuickBooks online, and for a fraction of the cost!

Cons

My accountant is not interested in learning to use Sunrise. She is a Quickbooks expert, so I still have to keep my bookkeeping there and currently only use the invoicing features in Sunrise. I would really like to switch, however.

Pros

After being a long time QB user, I appreciate being able to get in quickly, do what I need and get out. I use it primarily for invoicing.

Cons

Nothing. Everything works great for my needs

Pros

I purchased a lifetime deal of Billy through AppSumo, which is really the only reason I am using it. Admittedly, my experience with Billy is colored by me being a longtime user of Freshbooks (which I was very happy with!), so perhaps I had a set of expectations coming into Billy. That being said, Billy is a nice software that gets the job done. They've recently implemented Paypal payments, which I couldn't believe was missing, but so glad it's here, as I have many clients who prefer to pay that way. It shows that they listen to feedback and are actively working on their roadmap. Another plus I appreciate is that you can collect signatures for quote approvals, which is nice.

Cons

However, the two pros mentioned above, Paypal and the quotes functionality, have a flip side.

The downside to Paypal is that I can't offer the option on an invoice for clients to pay via Paypal or credit card, I can only offer one or the other -- which completely defeats the purpose! Ideally, I would offer clients as many options as possible, since I don't know in advance which way they would prefer to pay. So, in order to continue to offer payment via Stripe, I can't use the (much anticipated!) Paypal feature.

For quotes, it's not immediately apparent in the UI when a quote has been accepted (you have to navigate to each one individually and open it, and even then, it's not glaringly obvious). When you have multiple open quotes, this is a waste of time to continually be checking in this way. There is an option to be notified via email when a quote is accepted, but for a while this wasn't working. I ended up missing a few quote acceptances.

I have also run into some weird glitches when setting up payment options. Customer support was pretty slow to respond via email, and I had to follow up multiple times to get any sort of closure on my issue.

The biggest con for me (and this is only because I am used to Freshbooks) is that there is no integrated timekeeping feature. I had to search high and low to find a cost-effective solution to track time against projects.

Pros

The Income and expense overview - I always know where my money is and isn't, Creating Invoices is almost too easy, just enter the details, generate a PDF (with your company logo on), and email to the customer, done and dusted. Bills, scan, upload, everything in date order, I always know whatI've had to pay out, and to which customer to deliver their final invoice.
Top customers and Top vendors, AWESOME feature, s much information from these two tools can be streamlined, who is happiest with what I do, who do I need to check in with so I don't lose a client, cost per vendor, find a cheaper better way to save money, yet maintain the same level of service I've personally come to expect, always streamlining :)
Seriously, this is the greatest app in my arsenal, don't believe me, TRY IT FOR YOURSELVES, Billy really does deserve a 10 star rating.

Cons

There are two things (one I know is happening), and one that would just be a cherry on the cake. The first is currently no way to link UK bank accounts, although I've been told that will appear hopefully Q2 this year, the only other feature I feel is needed, is a personal diary/journal & a personal calendar. I do a lot of meetings, it would be great to integrate new clients and their idea's from the initial meeting as part of the historical process and the calendar because it's always a useful tool to share information with to whoever is working with you. There the only things that for me would make Billy the ultimate app for anyone.

Pros

Looks pretty. Wish I could have used it. Looks amazing from the surface. Customer support was terrible.

Cons

I don't know WHEN I have more frustrated with a companies 'service'. VERY frustrated. I was excited about this deal and jumped right on it. I tried syncing with my Cap One Spark business account (from my phone) and it didn't work so I emailed asking if this really wasn't an option. I got a list of 9501 banks emailed to me NOT in alphabetical order. What am I supposed to do with that?

I tried the chat option and explained when I added my cap one account it pulled in my PERSONAL banking details and not my business accounts which made no sense. They told me to talk to cap one, which I did.

Then I tried adding my business account info again and it kept reverting back to my previously synched personal accounts. Frustrating. So I went ahead and added my personal bill account and then deleting it and hoping that would work. Nope.

I tried calling over and over and it was always busy. They take forever to respond on chat and were not helpful at all. I finally got ahold of them and they said they dont have phone support.

Free support
Email: [email protected]
Phone: (800) 241-7365
Help center: www.billyapp.com/support

That's right on the dashboard when new users sign in. I get ahold of them via chat and Joshua suggesting 'bombing' the account and starting over which I did. He said 24 hours later I could try again and hopefully it would work that time. Even though nobody did anything to help it work the next time but maybe so.

Here we are over 24 hours later and, of course, it pulls up my personal (not business) info.

I give up. Incredibly frustrated by the terrible response, being sent a list of 10k sites to dig through, being given a number they DON'T answer, having chat and not being very available.

Pros

Ease of use. The interface is easy and very accessible. Workflows and billing are simple. I don't need a professional accountant to help me get used to this software.

Cons

Pre-set settings or personalization features a bit lacking in the interface. For example, if I am looking at all my invoices, I want to see the fiscal year only. But whenever I go to that page, it shows me the full history of things which I don't prefer.

Pros

(We don't use the accounting features so the focus is on the billing features). It is very easy to create a professional-looking invoice and share it with the customer instantly via email. It's simple to use, user-friendly and self-explanatory.

Cons

One feature that I would like to see is that I can go to the products overview and see all the invoices that have one of these products on it. In addition, it would be nice to be able to select certain products and bulk-change products (for example, increase pricing on all items selected by 2%).

Pros

the cost of the program is very cheap which is good to keep track of where money is, creating invoices, uploading bills, and generating PDF's to send to customers. The interface is very great as well and allows you to reconcile with your banks in a pretty easy fashion

Cons

There really isn't that much to this program aside from basic accounting practices and reconciling. Sometimes the imports, especially when trying to upload a file can result in errors. Setting something up such has recurring payment reminders, I think would make this app a lot more efficient.

Pros

Really fast interface, modern UI, streamlined functionality. These are all connected and that's the most appealing thing about Billy, it's really blazing fast and it has all the basics you need for bookkeeping and creating invoices.

Cons

A couple of months ago I would have say that everything is fine. I really liked the software. Now they decided to sell the company and the new owners do not support residents outside of US and Canada. So my story stopped here with Billy. If this does not apply to you, try it, use it. It's a really simple app that just works.

Pros

I find the software very simple and basic. It does exactly what I need it to, with no complications or awkward stuff. That being said i am an accountant and I know what I'm doing - might be a little bit too basic for a total beginner....

Cons

Billy is still very much in start up phase, and not everything works exactly as I would want yet, although I think they are heading in the right direction. Over the last six weeks or so I finally managed to connect my bank account nd transfer transactions automatically - once I manage to connect my Paypal account too I will be in heaven

Pros

I like how you can setup accounts for your employees to log in to send invoices, This software allows you to setup recurring monthly invoicing (which is awesome). You can upload your receipts and keep track of expenses all in the same app.

Cons

The invoicing can be a bit of a hassle until you get all the items input into the system. But, it does work great. I can't update my banking information yet. I contacted support and they are aware of the issue with my bank, and they are getting it fixed and said in October it should be up and running. This is a new company and I do love the platform so I don't mind. I think this was a great investment for my business.

Pros

The UX is made for non accountants which is great. You intuitively understand where to click and how to do the different processes and the customer support is fantastic.

Cons

The accountants don't like it. This is a con in a world where the accountants often decide what software to use in their domain. The problem is apparently that some of the features are built in a way where you can mingle around with the accounting so the balance in accounting terms does not fit. Would recommend the product for smaller companies, but once you grow bigger it is harder to use.

Pros

This product is way simpler to use for the average small business owner than other, more costly and more complicated accounting products. Everything is very intuitive and easy to understand.

Cons

I have had repeated issues with integrating my bank information to the software.

Pros

I find this software extremely user friendly. I've never had a significant issue with the app, it has always worked very well. While I likely do not use it as heavily as others might, it has been perfect for my needs. Especially come tax time, Sunrise makes the paperwork as simple as a few clicks.

Cons

There are some limitations in customization, for instance it continues to ask for tax info, and asks to email invoices, even though I don't have to do this in my business. But these are minor quibbles.

Pros

The Sunrise dashboard makes it easy to keep a pulse on my business finances when I need to make investment decisions and manage daily operations.

Cons

I wish I could customize the email template for sending invoices. I'd like to set the subject line and body text.

Pros

Simplicity, clean interface and free customizing of Chart of accounts.
Lot options for exporting in xls format (i love excel).

Cons

It have some minor things about local settings and shortcuts but it minor things! Thanks to friendly support i don't worry.

Pros

Very easy to use
Low monthly fee
Great customer service
Quick upload receipts feature which allows for quick expense records
Professional invoices
Easy to add discounts and corrections on invoices

Cons

It is a little 1 dimensional and lacks a bit of features

Pros

Mobile friendly and super easy to use even for non-tech savvy people.

Cons

Until now, I have no issues with this application.

Pros

The ease of use, the simplicity of getting started, the clean and minimal look of the invoice templates.

Cons

There are not many bells and whistles, and that's what makes this program so simple and easy to use, but this also means some very useful features are absent -- features which are NOT complicated and should be the norm. For instance, there are two (2) features which are not overly complicated, and yet, would be very useful, if we had them:

1) Let us hyperlink a term, with a URL. I am invoicing for content, and need to reference a URL where this content can be reviewed. I must cut and paste the URL as plain text, and cannot hyperlink it to the URL. This is tedious and looks amaturish.

2) Let us have a text / narrative / summary field at the BOTTOM of the invoice, instead of the top. There is a "message box" at the top of the invoice template, which positions itself immediately under the client's address. This is great for a simple greeting or other short message, but what we really need is this same feature at the bottom of the invoice, also, as a summary, or to include a narrative of some kind that gives a bit more detail on the invoice charges, or confirms a special arrangement or a message between me and my client, which may be too long to put at the top, where it gets in the way of the most important information -- the invoice details / charges.

Pros

The best thing about Billy is the ease of use. Now usually ease of use means "it doesn't do much."
WRONG, this is a powerful bookkeeping program. I recommend it to all my clients. You could invest more in other programs, spend time trying to figure them out, set it up wrong, pay a consultant and then only use a small portion of it, but with Billy you can do it all. (If you want they have a list of accountants and bookkeepers who use Billy and can help - but you won't need their help.)

The other big PRO is that this software is rapidly and constantly improving.

Additionally, they have a community of users who are very active in helping one another. This community also provides suggestions on how the software can improve and Billy listens. Go ask for improvements with any competing accounting software packages and you'll find you're wasting your time. Billy listens and then acts.

Bottom Line: If you are an entrepreneur you don't want to waste time or money get Billy. You don't want your employees to waste time or money get Billy. If you want to keep track of your money get Billy. If you have time or money to waste get some other program and THEN when that doesn't work like you wanted it to get Billy.

Cons

The one thing that I like least about Billy is that they don't connect with every bank. Granted, I use a small regional bank, but it is my bank and I get special treatment at my bank. I'm not going to give up Billy just because it doesn't (yet) interact with my bank.

Pros

The invoicing used to be great, with a stripe payment option and customizable templates. Then Lendio bought it and it went to crap.

Cons

Lendio is a horrible company, with horrible service. Not to be trusted with your financial needs.

Pros

For the first time in 20+ years accounting is not a frustrating and overly expensive task. Billy has provided my companies a easy to use and nearly complete solution that does not cost a fortune or hold me hostage. Using Billy has saved me countless hours each month for the past 18 months. It's streamlined and logical workflows, dead simple invoicing, and reasonable fees make Billy a real winner for small business.

Cons

The only gotcha with Billy is their integration with PayPal accounts is not as clean as it could be. The company is on the right track and should have this issue resolved shortly. The support team at Billy has been fantastically helpful and understanding. They not only know accounting, they know how to help people.

Pros

Sunrise is extremely easy to set up and simplifies most accounting processes. We love how easy it is to upload receipts, even via mobile, and connect them to their relevant expense.

Cons

Still waiting for a recurring bills feature to be added. Like most companies, we have bills that must be paid on a monthly basis. As of yet, there is not a way to set up a recurring expense, so these same bills have to be input manually each month.

Another, more recent downside is that the connection to one of my bank accounts stopped working 30 days ago which means I am unable to reconcile transactions without completing a manual download/upload. Thus far, we have been waiting for a reconciliation from Sunrise support for over 3 weeks and each time we've requested an update we are informed they are still trying to get the 3rd Party provider to assist on this.

Pros

The UI used to be good, but it's been going downhill recently.

Cons

What I like the least is the company that currently owns Sunrise and the way they have been treating early adopters... Lendio acquired an accounting product originally called Billy, and renamed it Sunrise. First, they kicked out all the users outside the US and Canada (despite them paying for a lifetime license). Over the past few months they have started forcing early adopters to pay monthly for a product they already purchased a lifetime license to. It would be fine to charge for new features, but they are forcing users to pay for already existing features (e.g. you can't modify your existing invoice templates without paying again, for example, nor sync transactions with PayPal, and more).

I'm sure this is legal and all, but it's not a nice way to treat customers... 👎

Pros

I loved it once they connected the banks integration. This makes it very easy to do a reconciliation with your bank. The interface is great, and the reporting works good too.

Cons

It should be more customizable and we should be able to remove "unreconciled entries". Currently the only way to remove those is by uploading a .csv file which make is very time consuming to get everything up to date. Also we should be able to break a payment into different customers. For instance, I import payments from Stripe, but I have to attribute all the payments to the same person because of Billy limitations.

Pros

This tool was previously called Billy, but since Lendio bought it they changed the name to Sunrise. Not just the name changed, customer support improved a lot and the tool have more options.

It's worth nothing that this tool will only working for people that are US-based. The double entry booking is the same used by Quickbooks and software like it.

It's possible to attach receipts, invoice customers and charge them using Stripe, Square, PayPal and other payment gateways.

It's a very powerful app, yet, simple

Cons

It would be nice to see recurring payments, a set and forget to charge customers that are on subscriptions. Support told me they will add it soon!

Pros

- Easy to use
- Clean interface
- Great Invoice design

Cons

- Support is very weak.
- The tool is missing major functionality.
- Bank integration just came a few weeks back, but it is not stable.
- Stripe is not stable. In many cases, the customer paid but payment was not captured. This led to an embarrassing situation where we keep following with customer to find out that they already paid!!!
- Stripe payment can not be re-consiled! I have been told that each stripe payment has to be for 1 uniqe customer, which can not be the case! Stripe combine multiple payment together before payout is sent to bank.
- Billy's US Management is sensitive to critics.

Pros

Bookkeeping is not a sexy task, but Sunrise makes it bearable. And, the results are impressive.

Cons

Getting up to speed on the learning curve could be a little better.

Pros

I love how easy it is to use. As a former quickbooks user, I was tired of how complicated they were for smaller businesses and just didn't like the look of it overall. Using Sunrise is very simple and has everything I need as a small business owner. I love how it integrates and matches my expenses and payments with my bank account, credit card and invoices.

Cons

The only process I found difficult was when I have made a return of a product. Trying to reconcile that was not as simple as I feel it could be.

Pros

One of the most wonderful intuitive accounting software in the world, very good and great features especially for tracking​ invoices and payments. However, they suddenly​ stopped supporting the worldwide​ customer and just accept the north Ameria countries, even they asked their current customers from the other countries to stop their subscription​ and to move to another company!!

Cons

They have an App for registering the expenses from bill and invoices directly from your phone, very useful​ especially when using the camera from the App to confirm the bills.

Pros

- Quick, easy to use interface
- Really easy to match imported transactions, even with foreign currencies
- Easily account for transfer fees, unlike other accounting software
- Handles multi-currency well, other than one fairly significant thing (see con list)

Cons

- exchange rate for foreign currency transactions is based on date of input, not date of transaction (this can be a big deal when reporting your taxes. Definitely let your accountant know)
- having issues with a certain bank feed
- can only have one live Paypal feed, meaning you can't associate different Paypal currencies with different accounts

Pros

I've used a few different billing software platforms, and I actually quite like Billy. At first I thought it was a little bit too basic, but I soon realized that I don't need it to do anything complicated, and the simplicity is actually a nice change. I bought a lifetime deal on the software when it first came out, I don't think that's still available, but I like the fact that there is no monthly fee (at least for me).

Cons

There are a couple of things that I don't like much. The first is that I'd like to be able to present my invoice and bills on my own domain, instead of a having a customer click on billyapp.com. The second is that I'm unsure of the delivery rate for invoices and quotes that are emailed from the Billy platform. I've had a number of clients say they never got a quote or invoice from me, so I usually download a copy and send directly from my own email. It could just be user error, so take that with a grain of salt.

Pros

I mainly use this software in hospital settings. I have been familiar with this software since my previous job. Then, I moved to this new job where they were not using this when I joined them. So I know how this was different and how this is useful in day to day basic. Literally they are making your life easier ..it kind of like the platform you can access all at one stop rather than opening multiple browsers to get them.

Cons

As I'm mainly used for seeing patient records, enter the data, there are only a few template available right now. It'd be better if you add more template for different settings.

Pros

What I like the most about Billy is the ease of use. It's simple to get started and get your bank accounts set up and create invoices, quotes, etc.

Cons

What I like the least about this software is that I have two businesses that I use Billy with and because it's cloud based I have to log into two differnt accounts, one with chrome and the other with firefox. It makes it complicated if you have more than one business as you will need different log-ins and subscriptions. It would be awesome if they could expand it to contain multiple businesses with the ability to simply click on the business name and change to another business.

Pros

Billy provides a simple solution for accounting that is specifically designed for freelancers and agencies. It has a great user interface and is very easy to use. It is solid and I have never had a problem with.

Cons

The fact that key features have taken so long to evolve. I am talking about no PayPal integration and the fact that bank syncing has only just arrived in my country. The most annoying thing is that whilst key features are lagging behind the team are investing users money in having season Billy logos designed, which quite frankly is ridiculous. Their community management needs work as well.

Pros

Sunrise (formerly Billy) allowed us to streamline getting invoices out to clients. What was tedious before became very easy!

Cons

I really with they had an app to accompany the website. There are times when I need to find out info about a client's payment history, and there is no app. You have to log into the website which is not optimized for phones and can be hard to navigate.

Alternatives Considered

Reasons for Switching to Lendio

Pros

Billy has such a memorable name yes, it is for billing. I love the ease of creating invoices and Billy does the hard job of accounting and tracking. Plus,

Cons

New features are rolling out too slow. Perhaps, I live in a place where there is no sale tax. However, the invoices created by Billy must include a lot stating Tax = 0 dollar in the past which just was got rid of lately.

Pros

Simple and fully functional accounting & billing system that has multi-currency invoicing

Cons

Doesn't have recurring expenses, unable to generate customer statements, unable to apply a discount % or amount in an invoice.

Website is not mobile responsive.

app name "billyapp" sounds 'Naff', when i tell clients to check their email for our invoicing system sent from "billapp"...

Could I use my own custom domain or you use another domain to send emails?

Pros

I've been using Billy for more than a year now. It's very easy to use and reliable. It meshes seamlessly with Stripe (and other payment processors, but I don't use them). When I've had occasion to contact customer service (once or twice), they've been quick to answer my question. Note: There are online accounting features to the software that I don't use, because I prefer to use my own spreadsheets. Nothing against Billy, but I choose not to use them.

Cons

I'm really reaching here, but it can be difficult to find where to go to change the wording of their default emails. I've had to drop a note in the customer service chat to be reminded how to do that. And the answer came back quickly.

Pros

I bought Billy because I needed an affordable, easy to use system for my Freelance business. This was easy enough for me to set up, includes room for me to grow with it's extended features and is something I can hand over to an accountant when I am ready. I love that I can collect payment from the invoice and take many forms of payment

Cons

I just an not a numbers accounting person and really dislike this stuff so I procrastinated on set up items that will help me and iddn't utilize help docs as much as I shoulda

Pros

Billy is my go-to program for creating invoices for my clients in my freelance writing business. It's easy to create a template, add products, and even send recurring invoices. You can also accept credit card and Paypal payments right from your invoices.

Cons

The email that is autogenerated by the software needs improvement. The subject line it creates is the invoice number, which isn't very meaningful to the customer. It also addresses the email to the name of the business instead of the name of the contact. I have to go in and change it every time I send an email.

Pros

It’s easy to use, allowing the use of many features or just a few without affecting the overall end result.

Cons

There was a change recently made where now you can’t approve an invoice without sending it to the customer first.