Get paid faster with invoicing that delivers
Copilot Invoicing is the #1 invoicing platform for tech-enabled professional and creative service firms. Create invoices in seconds, send timely reminders, and give clients a branded payment portal — so you spend less time chasing money and more time running your business.
based on 1,000+ reviews
$100M+ Payments processed | 10,000+ Invoices paid | 4.9 Stars G2 rating in Invoicing | 89% Invoices paid on time |
The world’s best checkout & client experience
Copilot makes checkout seamless with a fully branded portal where clients can pay while staying immersed in your brand. Flexible payment options, easy access to invoice histories, and intuitive payment method management streamline the experience for clients. Beyond payments, the portal supports messaging, file uploads, forms, and more—offering a unified, professional experience.
Modern checkout
Clients can pay using credit cards, debit cards, ACH bank transfer, or Apple Pay—all through a mobile-friendly, branded portal. Whether on their phone or desktop, your clients enjoy a seamless payment experience designed for their convenience.
Streamlined invoice management for your team
Simplify your invoicing process with tools designed to save time and boost efficiency. Create customizable invoices with tailored payment options and surcharges, manage and track invoices with ease, and set up reusable products and prices for seamless billing.
Invoice creation
Create unlimited online invoices with customizable invoice templates, tailored payment options, and surcharge options.
Invoice management
Manage invoices, spot overdue payments, send reminders, view billing analytics, and export data.
Products and prices
Set up products and prices once and save time by using them whenever needed. Streamline your workflow and focus on what matters most.
Seamlessly integrate with your favorite accounting software to sync invoices, payments, and client data. Stay organized and ensure your financial records are always up to date.
QuickBooks integration
Easily connect Copilot to QuickBooks with a one-way sync that transfers invoices, payments, and client data. Keep your accounting records accurate and up to date.
A professional tool for professional firms
Secure data with enterprise-grade safeguards (SOC2, HIPAA), and trigger actions with APIs and webhooks. Track revenue in real-time analytics, automate billing workflows, and personalize the experience with branding and a custom domain.
Security
Keep data safe with enterprise-grade security, SOC2, and HIPAA compliance.
API
Use API endpoints and webhooks to take actions when invoices are paid.
Analytics
Gain real-time billing insights, track revenue trends, and make data-driven decisions.
Automations
Set up workflows that connect invoicing with contracts, messaging, forms, and more.
Branding
Create personalized online invoices and let clients checkout on a custom domain.
Portal
Give clients a unified platform to pay invoices, message you, sign contracts, and more.
Reminders
Automate payment reminders to keep clients on track and minimize overdue invoices.
Surcharging
Add and configure surcharges to minimize payment processing fees.
“Copilot is not just the best invoicing software for my agency, but a platform that has streamlined how clients engage with me.”
Director, Waymaker Finance
Invoicing FAQs
Copilot’s invoicing features aren’t just standalone — our platform integrates contracts, forms, file-sharing, messaging, and more in one seamless hub. This allows you to create automated workflows that streamline onboarding and payment collection in a white-labeled portal. Your clients can sign a contract, complete a form, and pay an invoice all within the same branded experience.
On the backend, having everything consolidated on a single platform means unified notifications and permissions for your team. Instead of juggling multiple logins and tools, you manage all client interactions, payment processes, and documents in one place. This unified view simplifies collaboration, reduces confusion, and keeps everyone aligned.
Our payment processing costs are transparent and in line with industry standards. There’s a base fee for credit cards and ACH payments, plus an additional fee depending on the type of billing entity — whether you’re sending a one-off invoice or setting up a subscription. Detailed rates, including specifics for both credit card and ACH transactions, are clearly outlined on our pricing page for your reference.
Your clients can pay using credit cards, debit cards, ACH, and Apple Pay. We’re always exploring new payment methods to offer even more flexibility.
Absolutely. Surcharging is natively supported, and you have granular control over which fees get passed along. For example, you might choose to pass on credit card fees to client but absorb the ACH fees yourself, tailoring the fee structure to fit your business model.
Yes. Beyond one-time invoices, Copilot’s Billing App is built for recurring payments and subscription management. You can set up auto-renewals, pause or resume subscriptions, and handle billing changes effortlessly, all through a single, centralized platform.
More than just invoicing
Seamlessly grow beyond invoicing. Automate your entire client journey with powerful tools included at no extra cost — subscription billing, digital contracts and eSignatures, custom intake forms, and more.
Subscriptions
Automate recurring payments and billing cycles for predictable revenue
Contracts
Send professional agreements with built-in eSignatures for faster approvals.
Forms
Create custom intake forms to collect and organize client information efficiently.
Tasks
Manage tasks seamlessly across your team and clients in one place
File-sharing
Share files and documents securely with easy client access and permissions.
Messaging
Communicate with clients through secure, centralized channels
CRM
Manage client relationships and track every interaction in one hub.
Client portal
Give clients access to messages, contracts, files, and more.
Automations
Save time with custom workflows that handle routine tasks automatically.
Modern invoicing for professional service businesses
