SchedulingKit
Invoicing

Invoicing for Accountants

Bill as Precisely as You Count

Professional invoicing built for accountants. Send branded invoices, automate payment collection, and get paid faster with SchedulingKit.

Why Accountants Need Better Invoicing

Accountants understand the importance of accurate billing, yet many accounting firms still use outdated invoicing processes that create inefficiency. Between tax preparation, advisory services, bookkeeping, and payroll management, accountants need invoicing that handles multiple service types, variable rates, and seasonal volume fluctuations. SchedulingKit provides the professional invoicing platform that accounting practices deserve. Tax season creates a massive invoicing backlog for accounting firms. Dozens or hundreds of clients need invoices generated within a compressed timeframe, each with different services, complexities, and rates. SchedulingKit's batch invoicing and service-linked billing eliminate the post-tax-season invoicing scramble. As returns are completed, invoices generate automatically with the correct services and fees, ensuring you get paid as fast as you deliver. For ongoing advisory and bookkeeping clients, recurring invoicing keeps cash flow predictable. Set up monthly invoices for bookkeeping retainers, quarterly invoices for advisory services, and annual invoices for tax preparation. Each invoice reflects the specific services delivered, maintaining the transparency that accounting professionals are known for. Clients receive clear, branded invoices they can pay instantlyβ€”no more waiting for checks in the mail.

Invoicing Benefits for Accountants

Service-Linked Billing

Invoice automatically when tax returns and services are completed.

Batch Invoicing

Generate dozens of invoices at once during tax season.

Recurring Billing

Auto-generate monthly invoices for bookkeeping and advisory retainers.

Time Tracking Integration

Bill hourly clients based on tracked time with detailed breakdowns.

Multiple Service Types

Tax prep, advisory, bookkeeping, and payroll on one platform.

Payment Tracking

Real-time visibility into paid, pending, and overdue invoices.

Client Portal Access

Clients view and pay invoices through a branded portal.

How Accountants Use SchedulingKit Invoicing

Tax preparation billing

Invoice for individual and business tax return preparation

Monthly bookkeeping

Recurring invoices for ongoing bookkeeping services

Advisory retainers

Quarterly or monthly billing for advisory engagements

Payroll services

Recurring billing for payroll management clients

Audit engagements

Milestone-based invoicing for audit projects

β€œ
Tax season invoicing used to take me two full days. Now invoices generate as I complete returns. I'm paid within a week instead of two months.
R
Robert Chen
CPA, Chen & Associates Accounting

Frequently Asked Questions

Can I batch-generate invoices during tax season?

Yes. Select multiple completed engagements and generate all invoices at once. Each invoice reflects the specific services and fees for that client.

How do recurring invoices work for bookkeeping clients?

Set up a recurring template with the client's monthly fee. Invoices generate and send automatically on your chosen date each month.

Can I track time and bill hourly?

Absolutely. Log time against client engagements and generate invoices based on tracked hours and your billing rate.

Do clients get a portal to view their invoices?

Yes. Clients access a branded portal where they can view current and past invoices, make payments, and download receipts.

Start Invoicing Professionally Today

Accountants get paid faster with SchedulingKit invoicing

Free forever plan available β€’ No credit card required