Invoicing and Payments, Built Into Your Practice Management
Bill clients from the same system that runs your jobs, so work and revenue finally line up.
Remindoo is practice management software for US accounting firms with invoicing built in. Firms raise branded invoices, see outstanding, overdue, draft and paid balances in one hub, let clients pay online from the invoice, and record payments received elsewhere.
Last updated: September 16, 2026 · Reviewed by Waqas Sagar, ACA FCCA, chartered accountant (UK) and founder of Remindoo.
Key facts
- Invoices hub with summary cards for outstanding, overdue, drafts and paid this month
- Filters for all, unpaid, overdue, drafts, recurring, and credits and notes
- Invoice list shows number, client, issue date, due date, amount, paid, credit, remaining and status
- Reusable invoice templates with branding, company details, billing fields and payment instructions
- Live template preview, PDF generation and saved template versions
- Works standalone, or alongside a QuickBooks or Xero connection
What is invoicing software for accounting firms?
Invoicing software for accounting firms turns completed work into billable documents and tracks what clients owe. For a practice, the useful version of that is not a standalone billing app: it is invoicing that sits next to the client record, the service list and the job that was actually delivered, so nobody has to reconcile two systems to know whether a return was billed.
Remindoo takes that approach. Invoicing is a hub inside the practice management system rather than a separate product, with its own summary cards, filters, templates and payment records. A firm can run invoicing on its own, or connect the ledger it already uses so contacts, invoices and payments stay in step.
Where firm billing breaks down
Billing lives in a different tool
Work is tracked in one place and invoiced in another, so the partner reviewing realization has to stitch two exports together to see what was delivered versus what was billed.
No clear view of what is owed
Outstanding and overdue balances sit inside an accounting file that only one or two people open. The rest of the firm keeps working for clients who have not paid the last invoice.
Clients cannot pay easily
An invoice arrives as a PDF attachment with bank details at the bottom. Clients who would happily pay on the spot have to go find another system to do it.
How Remindoo handles it
| Problem | Workflow in Remindoo | Outcome |
|---|---|---|
| Billing and work sit in separate systems | Raise invoices from the Invoices hub inside the same workspace that holds the client record and the service list | One place to answer what was delivered and what was billed |
| Nobody knows what is outstanding | Summary cards and unpaid, overdue and draft filters on the invoice list | Receivables visible to anyone who needs them, not just the bookkeeper |
| Invoices look different every time | Reusable templates covering branding, company details, billing fields and payment instructions, with a live preview | Consistent, firm-branded documents without rebuilding the layout |
| Payments recorded late or not at all | Record Payment on any invoice, with paid, credit and remaining tracked per line | Balances that reflect reality, including payments taken outside the system |
How it works
Open the Invoices hub
Summary cards show outstanding invoices, overdue invoices, drafts and the amount paid this month, with the full invoice list underneath.
Filter to what needs attention
Switch between all, unpaid, overdue, drafts, recurring, and credits and notes to work one pile at a time.
Create a new invoice
Pick the client, add the services and fees, set issue and due dates, and save it as a draft or send it.
Set up your invoice template
Add your firm name, description, logo, accent color, custom header and footer terms so every invoice carries the same branding.
Add your company and billing details
Company details and customer billing fields are configured once on the template and pulled through on every invoice.
Choose how clients pay
The payments section of the template controls the payment instructions and online payment options that appear on the invoice.
Check the live preview and generate a PDF
The preview updates as you edit. Generate a PDF when you need a file to attach or archive, and keep saved versions of the template.
Record a payment
When money arrives, record it against the invoice. Paid, credit and remaining update on the list so the balance is accurate.
Want to see this against your own client list and service mix? Book a walkthrough and we will show the workflow end to end, then answer the questions specific to how your firm bills.
Book a demoBilling around tax season and monthly services
Most US practices bill on two very different rhythms. Monthly bookkeeping, payroll and CAS work generates a recurring fee that should leave on the same day every month with no partner involvement. Return work generates a larger one-off fee concentrated around filing deadlines, when the same staff who prepare the returns are the people who would otherwise be raising invoices.
That collision is the reason receivables slip in the spring. The practical answer is to make billing a byproduct of the work rather than a separate project: keep the fee attached to the client and the service, use a saved template so nobody is formatting documents in March, and run the unpaid and overdue filters as a short weekly routine instead of a quarter-end cleanup.
Firms that also want the chasing handled automatically can layer scheduled reminders on top of the same invoices.
Remindoo vs spreadsheets and separate billing tools
| Task | Spreadsheet plus a separate billing tool | Remindoo |
|---|---|---|
| Seeing what is outstanding | Export the ledger, filter, hope it is current | Summary cards and an overdue filter on the invoice list |
| Matching billing to work | Manual cross-reference between two systems | Invoices raised next to the client and service record |
| Branding invoices | A template file someone edits and re-saves | Reusable template with live preview and saved versions |
| Letting clients pay | Bank details typed at the foot of a PDF | Payment section configured on the invoice |
| Recording an outside payment | Edit the sheet, remember to tell the bookkeeper | Record Payment against the invoice |
| Keeping the ledger in step | Retype into QuickBooks or Xero | Optional connection that syncs contacts, invoices and payments |
Who it's for
CPA firms
Return fees land in concentrated bursts around filing deadlines. A saved template and the overdue filter keep billing moving while the same people are preparing returns.
Bookkeeping firms
Monthly fees repeat across a long client list, so the value is in seeing unpaid and paid this month at a glance rather than opening each client file.
CAS and advisory practices
Packaged services mean the invoice has to match what was agreed. Billing next to the client and service record keeps the fee and the scope in the same place.
Frequently asked questions
Can accounting firms invoice clients directly from their practice management software?
Yes. Remindoo includes an Invoices hub inside the practice management system, so a firm can raise, send and track invoices in the same workspace that holds client records, services and jobs. There is no need for a separate billing product, and no export step between the system that tracks the work and the system that bills for it.
How do clients pay a Remindoo invoice?
Invoices carry a payment section that you configure on the invoice template, including your payment instructions and the online payment options you have connected. Which providers are available depends on the payment connections set up for your firm, so confirm your options with us before you tell clients what they can use.
Can I brand my invoices?
Yes. The invoice template covers your firm name, description, logo, accent color, a custom HTML header and a footer message or terms, alongside your company details and the customer billing fields you want shown. A live preview shows the result as you edit, and saved versions let you keep the layout consistent across the firm.
How do I see overdue invoices?
The Invoices hub shows summary cards for outstanding invoices, overdue invoices, drafts and the amount paid this month. The list underneath filters to unpaid or overdue, with columns for amount, paid, credit and remaining, so you can see both the count and the balance behind it without building a report.
Do I need QuickBooks or Xero to use Remindoo invoicing?
No. Remindoo invoicing works on its own, without an accounting integration. If your firm uses QuickBooks or Xero, you can connect it so contacts, invoices and payments stay in step on the sync schedule you choose, but the invoicing hub does not depend on that connection being in place.
Can I record payments received outside Remindoo?
Yes. Record Payment logs money received by any method against the relevant invoice. The invoice list then reflects the amount paid, any credit and the remaining balance, so a check or a transfer that never touched an online payment link still shows correctly in your outstanding and overdue views.
Can I generate a PDF invoice?
Yes. Invoice templates include PDF generation, so you can produce a file to attach to an email, send to a client who wants one for their records, or keep in your own archive. The PDF uses the same branding, company details and payment instructions configured on the template.
Related for US firms
Bill from the system that runs your firm
Practice management, client records and invoicing in one place for US accounting firms.