For accountants and bookkeepers

Invoicing for accountants and bookkeepers

Yes, you also need to send invoices. Bill clients for tax prep, monthly bookkeeping retainers, and ad-hoc projects from a clean branded link. The recipient experience matches the level of professionalism you bring to your work.

Send your first invoice See how recipient editing works →

Even accountants resent their own invoicing tool

You spend your days inside QuickBooks, Xero, or your own bookkeeping stack. The last thing you want is to do invoicing inside the same tool you are reconciling for clients. Most accountants run a separate, lighter invoicing tool for their own practice.

!

QuickBooks for your own practice is overkill

If your client's books are in QuickBooks, you do not necessarily want your own books there too. Many accountants use a simpler invoicing tool for their practice and reconcile to it at year-end.

!

Retainer billing repeats month over month

Monthly bookkeeping retainers are the same line item, the same rate, every month. Manually duplicating an invoice every month is wasted time.

!

Ad-hoc projects need flat-fee or hourly invoicing

Tax prep, audit support, cleanup work. Each is its own engagement with its own pricing. Ideally not commingled with retainer invoices.

!

Clients pay slowly without view tracking

Even your most professional client lets your invoice slip. Without view tracking and a clean follow-up flow, you are guessing whether they have seen it.

What accountants use JupiterInvoice for

Recurring retainer billing made easy

Save a monthly retainer invoice as a draft template. Each month, duplicate, update the period, send. The whole flow takes 60 seconds per client.

Branded, audit-ready invoices

Your firm logo, your accent color, a clean PDF that looks like it came from a real practice. The invoice represents your firm; it should match your work product.

Comments and version history per invoice

Discussion thread per invoice, full version history with one-click revert. When a client questions a line months later, you have a complete audit trail.

Learn more →

Built to feel like a colleague, not another login

JupiterInvoice plays nicely with your existing accounting stack:

  • •Export invoices as CSV at year end for your own books, regardless of which accounting software you use.
  • •API and webhooks for piping events into your tooling if you want to automate.
  • •Multiple sender profiles for separate engagements (your bookkeeping LLC vs. your CPA practice).
  • •Multi-currency for international clients.

Accountant and bookkeeper FAQ

Should an accountant use QuickBooks to invoice their own clients?
Many do, but plenty of accountants use a separate, lighter invoicing tool to keep their own practice books simple. If your clients are on QuickBooks and you reconcile their books, you do not necessarily want your own books in the same instance. JupiterInvoice is a clean alternative for your own invoicing.
How do I bill a monthly bookkeeping retainer?
Save a monthly retainer invoice as a draft. Each month, duplicate it, update the service period in the line description, and send. JupiterInvoice keeps both invoices distinct in your dashboard with their own statuses.
Can I export invoices to my own accounting software?
Yes. Export your full invoice list to CSV at any time. The CSV includes invoice number, date, client, amount, status, and currency. Most accounting systems can import this directly. Webhooks and the API let you push events in real time if you want a tighter integration.
How do I bill ad-hoc projects (tax prep, audit support, cleanup work)?
Send a separate invoice per engagement, each with its own line items at the agreed pricing. Use a different invoice numbering prefix per engagement type if you want to keep them sortable in your dashboard. Use our free <a href="/tools/invoice-number-generator/">invoice number generator</a> if you need a clean scheme.
Can clients edit invoice fields without an account?
Yes. Your clients can add a PO number, fix the billing entity, update the AP contact, and forward the invoice to finance, all from the link. You see every change and can revert it with one click.
Does JupiterInvoice integrate with QuickBooks or Xero?
Not yet, with a direct one-click sync. The API and webhooks let you build a sync if you want. A native QuickBooks / Xero integration is on the roadmap; tell us at the contact page if it would matter to you.
Can I bill in different currencies for international clients?
Yes. Each invoice can be issued in any major currency. Each sender profile carries USD ACH, EUR IBAN, GBP sort code, and SWIFT details. Use our free <a href="/tools/currency-converter/">currency converter</a> for live or historical rates.
Is JupiterInvoice free for accountants and bookkeepers?
Yes. Free for unlimited invoices, unlimited clients, and the full feature set. A small "Powered by JupiterInvoice" footer appears on each invoice; remove it for $12 a month if your premium clients prefer fully unbranded invoices.

Send your next bookkeeping retainer in two minutes

Free, no signup required to start. Save your firm profile and the next invoice takes thirty seconds.

Create your first invoice

No signup required. Build now, save later.

Related

Invoicing built for consultants
Mix retainers, project fees, milestones, and reimbursable expenses on one invoice. Recipient AP teams add PO numbers and...
Invoicing built for small businesses
Free invoicing for small businesses. Branded invoices, recipient editing, version history. Lighter than QuickBooks, clea...
Every edit is a version. Revert anything in one click.
Every invoice edit creates an immutable snapshot. See what changed, who changed it, and revert any change with one click...
JupiterInvoice API
REST API for JupiterInvoice. Create invoices, manage customers, and integrate with agents and LLMs. Bearer-token auth, O...