Invoicing and accounting for service providers
You sell your time and know-how, not boxes. Ellibo sends the quote, turns it into an invoice when the client agrees, repeats the monthly ones by itself and reminds clients who forget to pay.
Start on the Free plan - no card needed. Works on any device.
Get paid for the work you have already done
Service businesses rarely lose money on the job. They lose it in the gap between the job and the payment.
Quotes typed twice
The quote is a Word file, the invoice is another file, and the numbers change somewhere in between.
Make an estimate in Ellibo and click Convert to Invoice when the client agrees. Every line is copied, and the estimate is marked converted.
Monthly contracts billed late, or not at all
The housekeeping, security or maintenance bill for twelve clients goes out on the 9th because someone was busy on the 1st.
Make the invoice recurring. Ellibo creates it on its date every month, and can email it with the PDF attached (Professional plan).
Chasing payment feels awkward
You do not like calling a client about money, so overdue invoices wait until the next job.
Automatic reminders go out before the due date, on it and after it. One email lists everything a client owes, with the invoices attached.
No idea which jobs pay
Fuel, materials and subcontractors are paid from the same account, and you never see the profit for the month.
Record each cost as an expense or supplier bill. Profit & loss shows income against costs for any month, and the expense summary totals each category.
From enquiry to money in the bank
- Quote
Send an estimate by email with your terms. The client sees a clean PDF with your VAT number.
- Invoice
Convert it when the job is agreed, or let the recurring profile make this month's invoice.
- Get paid
The client pays by bank transfer, cheque or the Pay now link if your gateway is connected.
- Follow up
Unpaid invoices get reminders by themselves, and the dashboard lists anything overdue.
What a service business needs from its books
Service items
Save each service with its rate and VAT or sales tax rate, so invoices take seconds.
Recurring invoices
Every week, month or year, ending never, on a date or after a number of invoices.
Pay now links
Connect your own payment gateway on the Integrations page and invoices carry a Pay now link.
Reminders in steps
Before the due date, on it, after it, then repeated while unpaid, up to six times.
Recurring bills and expenses
Rent, software and vehicle costs repeat by themselves on the buying side too.
Weekly summary
Every Monday the owner gets last week's sales, payments, overdue amounts and cash.
Ready before your next job
- Add your business details, logo, bank details and VAT number.
- Create your services as items with their rates.
- Add your regular clients with their credit period.
- Turn this month's contract invoices into recurring profiles.
- Switch on automatic reminders and choose when they go out.
Add more Ellibo apps when you need them
One account, the same customers, items and team in every app.
Field ServiceSend technicians to jobs and invoice the work straight into these books. CRMFollow up enquiries until they become paying clients. SignGet service agreements signed online.Accounting for service providers: FAQ
Can I send a quote and then turn it into an invoice?
Yes. Make an estimate, email it, and click Convert to Invoice when the client agrees. Nothing is typed twice.
Can invoices for monthly contracts go out by themselves?
Yes, on the Professional plan and above. A recurring profile makes the invoice every period and can email it with the PDF. You can pause, skip or stop it.
Can clients pay online?
Yes. Connect your own payment gateway account on the Integrations page and invoices carry a Pay now link. The money goes into your account.
Do I need to track stock?
No. Make your items services and stock is never counted. If you also sell parts, those can be goods with stock tracking.
Can I see what each client owes me?
Yes. Each client has a page with their invoices, payments and balance, and a statement you can print or share.
Is there a free plan?
Yes, with up to 50 sales invoices a month and one user. Paid plans add recurring invoices, reminders, more users and full reports.
Accounting for other businesses
More Ellibo apps for agencies & professional services
Spend your time on the work, not on chasing it
Start on the Free plan - no card needed. Add more apps whenever you are ready.