CorebillEvery client, one page: billed,
collected, and everything in between.
A 360 profile per client with quotes, invoices, contacts, files, comments, wallet credit and hour blocks — plus tags and saved views to segment your whole book of business.
The whole relationship, not just a ledger.
Billed, collected, outstanding and open quotes at a glance, an activity timeline that mixes quotes, invoices, payments and comments, and every contact and file the account has.
- —KPIs for billed, collected, outstanding and open quotes
- —Multiple contacts per client, by department, with one marked primary
- —Files and comments live on the same record as the invoices
Prepaid hours and credit, tracked automatically.
Sell blocks of hours or let clients keep a wallet balance with you. Corebill tracks what's used, what's left, and what's ready to invoice.
- —A wallet balance clients can top up and spend on future invoices
- —Hour blocks for retainers, with usage tracked as work happens
- —Billable issues queue up and convert to an invoice when you're ready
Find the right clients, fast.
Tag accounts however makes sense for your business, save the filters you use every week as a view, and bring your existing list in with a CSV import.
- —Tags and colors you define, filterable across the whole list
- —Save a filtered view once, reuse it every time you open Customers
- —Import your existing client list from a CSV, export it back anytime
Ask about a client. Get the real numbers back.
It pulls the customer's own record — billed, collected, outstanding and open quotes — instead of making you dig through tabs.
Questions about customers
Yes. Bring your customers in from a CSV file, and export any list — or any saved view — back out the same way whenever you need it.
A prepaid credit balance a client keeps with you. They top it up once, and it can be applied toward any future invoice automatically.
Prepaid retainer hours you sell up front. As billable work happens against the account, the block tracks what's used and what's left to invoice.
Yes. Add as many contacts as the account needs, organized by department, with one marked as the primary contact for that client.
Bring your clients into one place.
Import your existing list or add your first customer by hand — the full profile builds itself as you quote and invoice them.