Built for independent consultants
Invoicing built for consultants who bill serious money.
Your clients pay for your expertise. Your invoicing should match that professionalism. WaffleInvoice gives consultants detailed project invoices, milestone billing, automated reminders, and a client portal - free.
No credit card required. Free forever for unlimited invoices.
Sound familiar?
The invoicing problems consultants actually face.
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Hourly tracking spread across tools
Time in one app, invoices in another, payments via email. You spend more time on admin than the client ever sees.
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Proposals buried in email threads
The scope your client approved is in a PDF attachment from three months ago. When the project grows, there's no easy way to reference what was agreed.
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Net-30 terms with no reminders
You send the invoice and then manually track the due date. Following up feels awkward. The money just sits out there.
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No paper trail on change orders
The client asks for "just one more thing" and suddenly the project is 40% bigger than the original invoice. You need a way to document and bill for scope changes.
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Retainer clients need monthly invoices
Re-creating the same retainer invoice every month from a template is a waste of time. It should just send automatically.
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Can't see which clients owe you money
You have five active projects and no quick way to see which invoices are paid, overdue, or not yet sent.
The fix
One tool for proposals, invoices, payments, and client history.
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Proposals that convert to invoices
Write a detailed estimate or proposal. When the client approves it, convert to an invoice in one click. The scope is locked and documented.
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Automatic payment reminders
Set net-30 terms on an invoice and WaffleInvoice sends polite reminders before and after due dates. No awkward follow-ups required.
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Recurring invoices for retainers
Set up your monthly retainer invoice once. It sends automatically on your schedule - weekly, monthly, or quarterly.
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Online payments via Stripe
Clients pay directly from the invoice link by card or ACH bank transfer. No more "I'll mail you a check."
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Client portal
Every client gets a portal where they can view all invoices, download receipts, and check payment history. Fewer emails asking "can you resend that invoice?"
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Dashboard with full status view
See every invoice - draft, sent, viewed, paid, overdue - across all clients. Know exactly what you're owed at a glance.
Your workflow
From proposal approved to payment collected.
Send proposal
Scope the engagement with a detailed estimate. The client reviews and approves through a shareable link.
Convert to invoice
One click turns the approved proposal into an invoice. Milestones, rates, and notes carry over automatically.
Client pays online
The client receives the invoice by email, clicks through, and pays by card or ACH via Stripe.
Track everything
Payment status, due dates, reminders, and client history all live in your dashboard. No spreadsheets needed.
Works for every consulting specialty
Whether you consult on strategy, tech, or operations.
Business consultants
Invoice for strategy engagements, organizational assessments, and implementation support with milestone-based billing.
IT consultants
Bill for technical audits, system implementations, project management, and ongoing retainer support with clear hourly or fixed rates.
Management consultants
Send detailed proposals for change management, process improvement, and advisory work. Track multiple client engagements from one dashboard.
HR consultants
Invoice for recruitment, training, policy development, and compliance work with professional, branded billing documents.
Marketing consultants
Bill for strategy, campaign execution, and ongoing retainers. Automate monthly invoices so you stay focused on the work.
Independent advisors
Manage project-based and advisory work across multiple clients. Keep every engagement documented, invoiced, and paid on time.
Free - $0/month
- Unlimited invoices - no cap, no trial
- Unlimited clients
- Branded invoices with your logo
- Proposals with client approval flow
- Client portal for invoice history
- PDF downloads and shareable links
Pro - $19/month
Upgrade when you need online payments, automatic reminders for net-30 terms, recurring retainer invoices, and workflow automation. Pay for what you actually use.
- Everything in Free, plus:
- Online payments via Stripe (ACH + card)
- Automatic payment reminders
- Recurring invoices for retainer clients
- Email delivery and read tracking
- Automation rules for your workflow
FAQs
Common questions from consultants.
Is WaffleInvoice free for consultants?
Yes. The free plan includes unlimited invoices, unlimited clients, branded invoices, proposals, and a client portal. No trial period and no credit card required.
Can I bill by the hour and by project?
Yes. You can create line items for hourly work, fixed-fee milestones, expenses, or any combination. Each line item has its own description, quantity, and rate.
How do I handle retainer clients?
The Pro plan includes recurring invoices. Set up your monthly retainer invoice once - choose the amount, schedule, and recipient - and it sends automatically.
Can I send proposals before starting an engagement?
Yes. Create a detailed estimate or proposal, send it to your client for review and approval, then convert it to an invoice with one click.
What payment terms can I set?
You can set any payment terms on each invoice - net 15, net 30, net 60, or a specific due date. The Pro plan sends automatic reminders before and after the due date.
How do clients pay their invoices?
On the Pro plan, clients can pay directly from the invoice link using a credit card or ACH bank transfer via Stripe. On the free plan, you can include your preferred payment instructions on the invoice.
Ready to get paid on your terms?
Send your first invoice in under two minutes.
Join thousands of independent consultants who replaced spreadsheets and PDF templates with a proper invoicing workflow. Free forever.
Related reading
How to Invoice as a Consultant · Best Invoice Software for Consultants
Compare WaffleInvoice
WaffleInvoice vs Harvest · WaffleInvoice vs HoneyBook · WaffleInvoice vs FreshBooks
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