Complete billing control for consultants, agencies, and service teams
Included in ProjectBright Starter (up to 15 invoices sent/month & 3 active recurring schedules) and ProjectBright Pro (up to 150 invoices sent/month & 25 active recurring schedules).
Reusable Product & Service Catalog
Organize billable items by category, distinguish products from time-based or flat-rate services, configure default rates, and apply automatic product or service tax percentages.
Classic & Compact PDF / Email Templates
Choose between Classic and Compact layouts, upload your workspace logo, set custom invoice prefixes (such as PB-1042), and include clear check or ACH remittance instructions.
Scheduled & Recurring Invoices
Schedule one-time invoices for a future date or set up recurring schedules (Every Two Weeks, Monthly, Quarterly, or Annually) that generate and send automatically.
Advance Review Notices Before Send
Configure ProjectBright to email you a consolidated review digest 1 to 20 business days before scheduled or recurring invoices go out—giving you time to hold or adjust any bill.
Immutable Sent Snapshots & Audit Log
Once an invoice is sent, ProjectBright locks its exact HTML, PDF bytes, customer snapshot, and line items so later catalog or address edits never alter historical records.
Partial & Full Payment Recording
Record Check, ACH, Wire, or other payments with dates and reference numbers, track partial balances and overdue aging, and view a complete activity timeline per invoice.
No surprise recurring sends
Automated retainer billing shouldn't mean losing oversight. ProjectBright calculates your advance review window in business days and sends your billing team a review notice before scheduled invoices are delivered to clients.
Per-customer terms and tax defaults
Store default payment terms (such as Net 15 or Net 30) and tax-exempt status on each customer so every new draft or recurring occurrence starts with the right billing rules.