10 Best Scheduling Software With Billing & Invoicing [2024]

“Oh, snap! That meeting needs to be scheduled ASAP!”

“Uh-oh… invoice for the previous order is yet to be sent.”

Sounds relatable?

Then it’s the perfect time to get a scheduling software that can handle your billing and invoicing needs with ease.

In this post, we’ll walk you through the 10 BEST scheduling billing softwares for 2024.

But here’s the thing – every business is unique. What works for one might not be the perfect fit for another.

That’s why we’ve broken down the features, pricing, and important details of each software, so you can find the right fit for your business.

Ready? Let’s go!

What Are Scheduling Software With Billing & Invoicing Features

A scheduling software with integrated billing and invoicing features streamlines your workflow, saves time, and helps you get paid faster.

It acts as an all-in-one system that handles everything from appointment scheduling to sending invoices and processing payments.

Core Features Of Scheduling Software

The best scheduling software comes packed with features to make your life easier:

1. Appointment booking and scheduling – Customers can easily book appointments online, 24/7. No more phone tags or back-and-forth emails!
2. Automated reminders and confirmations – Send automatic email or text reminders to ensure everyone is present on time for the meeting. 
3. Calendar synchronization across platforms – Keep your calendar up-to-date across devices. When a customer books an appointment, it’s automatically added to your calendar.
4. Customizable scheduling options – Set your availability, block off time for breaks, and create custom booking rules. You’re in control of your schedule.

Billing And Invoicing Capabilities

The best scheduling software also includes robust billing and invoicing features:

1. Automated invoicing based on appointments – When a customer books an appointment, an invoice is automatically generated. No more manual data entry!
2. Custom invoice creation and management – Create professional-looking invoices with your logo and branding. Manage outstanding invoices and send payment reminders.
3. Integration with payment gateways – Accept online payments through popular gateways like Stripe or PayPal. Customers can pay securely with just a few clicks.
4. Tracking payments and financial reporting – Keep track of who’s paid and who hasn’t. Generate financial reports to see your revenue and outstanding balances at a glance.

Here’s an example of how it all comes together, step-by-step:

1. A customer books an appointment online.
2. They receive an automatic confirmation and reminder.
3. You provide the service at the scheduled time.
4. An invoice is automatically generated and sent to the customer (Note: if you take pre-payments for your service, you can tweak the settings to send invoice details before you deliver the service).
5. They pay online through your integrated payment gateway.
6. The payment is recorded in your system for easy tracking.

Criteria For Choosing The Best Software

Criteria:	What To Look For:
User-friendliness & support	Easy to use and navigate, with helpful customer support
Customization	Ability to tailor features to your specific business needs
Integration	Works seamlessly with other tools you already use
Cost-effectiveness & ROI	Affordable pricing that delivers a strong return on investment

Don’t just settle for ANY software. Choose the one that checks off all the boxes.

For example, if you’re a life coach, look for software that allows you to schedule sessions, track client goals, and share resources all in one place.

The right software can save you time and help you grow your coaching business.

Top Scheduling Software With Billing & Invoicing

#1. Simply.Coach

Pricing: 14-Day Free Trial Available (Paid plans start at $9/month)

Key Features:

• Automated invoice creation and PDF downloads, saving time and effort.
• Smooth invoicing with unique invoice numbers and direct mailing to clients.
• Take and convert notes to actions all in one place with the integrated note-taking tool.
• Stripe integration for online payments across multiple currencies and countries.

Overview:

Simply.Coach is an all-in-one digital solution designed to simplify invoicing and payment tracking for coaches like you. With its secure and robust features, it helps streamline your billing process, so you can focus on what matters most – coaching your clients.

Why Choose Simply.Coach?

Simply.Coach is PERFECT for you if you want to offer your clients a hassle-free scheduling and billing experience.

From scheduling to conducting the sessions, accepting payments, and more – all aspects are interconnected to streamline your daily workflow.

For instance, it simplifies scheduling with integrations for popular calendars (like Google Calendar) and video conferencing platforms (Zoom and Google Meet). Plus, with its fully customizable “Showcase Page” option, your clients can easily book sessions (and yes, automatic time zone adjustment feature included).

With Stripe integration, accepting payments is as easy as it can get. You can collect payments before sessions by entering the amount and payment terms, offering clients multiple payment methods. This ensures you get paid on time, every time.

#2. Wave

Pricing: Free & Pro Plan Available (The pro version starts at $16/month)

Key Features:

• Double-entry accounting system for accurate financial tracking.
• Unlimited invoicing and automatic payment reminders.
• Integration with popular payment gateways like Stripe and PayPal.

Overview:

Wave is a comprehensive accounting and invoicing software that offers a wide range of features for small businesses. Its user-friendly interface and robust accounting tools make it an excellent choice for entrepreneurs looking to manage their finances effectively.

Why Choose Wave?

Wave is IDEAL for small business owners who need a powerful, yet easy-to-use accounting solution. It’s the BEST option for those who want to keep their finances organized without spending a ton on software solutions.

However, if you need advanced features like time tracking or project management, you may want to consider other options on this list like Dubsado or Jobber. That said, Wave remains a solid choice for many small businesses.

#3. Dubsado

Pricing: Free Trial available for up to 3 Clients (Paid plans start $20/month)

Key Features:

• All-in-one solution for client management, invoicing, and scheduling.
• Customizable forms, contracts, and questionnaires to streamline onboarding.
• Automated workflows to save time and ensure consistency.

Overview:

Dubsado is a comprehensive business management software that helps service-based entrepreneurs stay organized and efficient.

With features like client portals, project management, and automated workflows, Dubsado makes it easy to manage your business from start to finish.

Why Choose Dubsado?

If you’re a creative entrepreneur or freelancer looking for an all-in-one solution, Dubsado is the way to go.

It’s good for those who want to automate their business processes and provide a seamless client experience. While it may have a steeper learning curve compared to other options on this list, Dubsado’s robust features make it worth the investment for many users.

#4. Acuity Scheduling

Pricing: 7 Day Free Trial Available (Paid Plans start at $16/month)

Key Features:

• Easy-to-use scheduling interface for both clients and business owners.
• Customizable intake forms and appointment confirmations.
• Integration with popular payment processors and business tools.

Overview:

Acuity Scheduling is a user-friendly appointment scheduling software that simplifies the booking process for both clients and business owners.

With features like automatic time zone detection, customizable branding, and robust integrations, Acuity Scheduling is a powerful tool for managing your appointments and payments.

Why Choose Acuity Scheduling?

Acuity Scheduling is the best choice for businesses that prioritize simplicity and ease of use. Its simple interface and customizable options make it a walk in the park to set up and manage your appointments.

Plus, with integrations for popular tools like QuickBooks and Mailchimp, Acuity Scheduling can seamlessly fit into your existing workflow.

#5. Zoho Books

Pricing: Free & Paid Plans Available (Paid plans start at $15/month)

Key Features:

• Comprehensive accounting features, including invoicing and expense tracking.
• Automated bank feeds and reconciliation for accurate financial data.
• Customizable invoice templates and recurring invoice options.

Overview:

Zoho Books is a powerful accounting software that offers a wide range of features for managing your business finances.

With tools like project tracking, time sheets, and inventory management, Zoho Books is a comprehensive solution for businesses of all sizes.

Why Choose Zoho Books?

If you’re looking for an all-in-one solution that seamlessly integrates scheduling and billing features, Zoho Books is a top choice. It’s perfect for small to medium-sized businesses that need a streamlined way to manage their appointments, invoices, and finances.

With its user-friendly interface and mobile app, you can easily stay on top of your scheduling and billing tasks from anywhere.

While it may not have the most advanced scheduling features compared to some other options on this list (like Acuity Scheduling or TimeTap), Zoho Books offers a solid combination of scheduling, invoicing, and accounting tools, making it a well-rounded choice for businesses seeking an integrated solution.

#6. Yocale

Pricing: Free plan available (Paid plans start at $25/month)

Key Features:

• Online booking and scheduling with real-time availability.
• Automated appointment reminders and follow-ups.
• Customizable intake forms and waivers for streamlined client management.

Overview:

Yocale is a comprehensive scheduling and appointment management software designed for service-based businesses.

With features like online booking, staff management, and marketing tools, Yocale helps businesses streamline their operations and grow their customer base.

Why Choose Yocale?

Yocale is the best option for businesses that want to simplify their scheduling and appointment management process. Its user-friendly interface and customizable features make it easy to manage your bookings and client information.

Plus, with its built-in marketing tools and integrations, you can easily promote your services and attract new clients. However, if you need more advanced invoicing or accounting features, you may want to consider other options on this list like Zoho Books or Xero.

#7. Xero

Pricing: 30 Day Free Trial (Paid plans start at $29/month)

Key Features:

• Comprehensive accounting features, including invoicing.
• Integration with over 1,000 third-party apps for customization.
• Secure online collaboration with team members and advisors.

Overview:

Xero is a cloud-based accounting software that offers a wide range of features for managing your business finances.

With tools like expense tracking, inventory management, and financial reporting, Xero helps businesses streamline their accounting processes and gain valuable insights into their financial health.

Why Choose Xero?

If you’re looking for a robust accounting solution that integrates seamlessly with other business tools, Xero is the way to go. It’s perfect for small to medium-sized businesses that want to streamline their financial management and collaborate with their team and advisors.

Plus, with its user-friendly interface and mobile app, you can easily manage everything from anywhere.

While Xero’s scheduling features may not be as advanced as dedicated scheduling apps, its strong emphasis on billing, invoicing, and accounting make it a top choice for businesses that prioritize financial management.

#8. TimeTap

Pricing: 14 day Free Trial (Paid Plans start at $22.45)

Key Features:

• Online scheduling and appointment management for service-based businesses.
• Customizable booking pages and automated appointment reminders.
• Integration with Google Calendar and other popular business tools.

Overview:

TimeTap is a user-friendly scheduling software that simplifies the appointment booking process for both clients and businesses.

With features like customizable booking forms, staff management, and payment processing, TimeTap helps service-based businesses streamline their operations and provide a seamless client experience.

Why Choose TimeTap?

TimeTap is the best option for businesses that want a reliable and customizable scheduling solution. Its user-friendly interface and robust features make it easy to manage your appointments and client information.

Plus, with its integration options and customizable booking pages, you can create a branded and seamless booking experience for your clients. However, if you need more advanced invoicing or accounting features, you may want to consider other options on this list like Zoho Books or Xero.

#9. Jobber

Pricing: 14 Day Free Trial (Paid plans start at $35/month)

Key Features:

• All-in-one business management software for service-based businesses.
• Scheduling, invoicing, and customer management features.
• Mobile app for on-the-go business management.

Overview:

Jobber is a comprehensive business management software designed specifically for service-based businesses. With features like scheduling, invoicing, and customer management, Jobber helps businesses streamline their operations and grow their revenue.

Why Choose Jobber?

If you’re a service-based business looking for an all-in-one solution, Jobber is the way to go. It’s perfect for businesses that want to manage their scheduling, invoicing, and customer relationships in one place.

While it may have a higher price point compared to some other options on this list, Jobber’s comprehensive features and industry-specific design make it a top choice for many service-based businesses.

#10. Ovatu

Pricing: 30 Day Free Trial (Starts at $25/month/user)

Key Features:

• Powerful online booking engine with smart availability settings to make scheduling easy.
• Automated waitlist to fill cancellations and maximize your booking potential without any manual effort
• Seamless integration with top payment providers for hassle-free billing and improved cash-flow management.

Overview:

Ovatu is a smart scheduling software that simplifies and automates the entire booking process for businesses. With features like 1:1 appointments, classes, drag & drop scheduling, and resource management, Ovatu really stands out in terms of scheduling features.

But its billing capabilities are equally impressive, with online payments, gift cards, packages, loyalty points, and more. Ovatu makes it easy to get paid while providing a great customer booking experience.

Why Choose Ovatu?

If you want an all-in-one system to manage scheduling and billing with ease, Ovatu is an excellent choice. It’s user-friendly for both you and your clients.

While pricing starts slightly higher than some competitors, the comprehensive feature set and time-saving automation make it well worth it for many service based businesses.

Implementation Strategies

When rolling out new scheduling billing software, it’s crucial to have a solid plan in place. Here’s how to make the transition smooth sailing:

1. Training and support for staff

Make sure your team is up to speed with the new software. Offer training sessions and provide ongoing support to ensure everyone is on the same page.

2. Phased implementation approach

Break the implementation into phases, starting with the most critical features. This gradual approach helps your team adapt and reduces the risk of errors.

3. Feedback loop and continuous improvement

Listen to your staff’s feedback and use it to make improvements. Regularly assess your processes and make adjustments as needed.

Conclusion

Softwares with scheduling, billing and invoice features are essential for businesses looking to streamline their operations and manage their finances effectively.

From all-in-one solutions like Simply.Coach and Dubsado to specialized tools like Acuity Scheduling and Xero, there are plenty of options to choose from.

When selecting the best software for your business, consider factors such as ease of use, customization options, integrations, and pricing.

Investing in the right scheduling billing software can save you time, improve your client experience, and help you grow your business rapidly.
If you’re specifically into coaching, do check out Simply.Coach. Its user-friendly interface and customizable features are worth a try!