Self‑Employed Invoice CRM

Fast Quotes, Clean Invoices, Simple CRM

Create quotes and invoices in minutes. Keep client records tidy, track expenses and payments, add VAT/tax and terms, and convert quotes to invoices in one tap—then export polished PDFs. Built for the self‑employed, freelancers, and sole traders.

Weekly: £3.99
Monthly: £5.99
Annual: £49.99 BEST VALUE

BillMate Web Dashboard

Prefer a bigger screen? Access your entire business command center from any desktop browser with our fully synced Web App.

Centralized CRM Dashboard

Manage your client relationships with a bird's-eye view. The desktop dashboard gives you more room to analyze data and manage client details.

  • Complete client database management
  • Visual revenue graphs and metrics
  • Quick-add features for businesses and clients
  • Synced instantly with your mobile app
BillMate Web CRM Dashboard

Detailed Client Profiles

Drill down into specific client details. View history, add notes, and manage billing contacts efficiently on the big screen.

  • Comprehensive client histories
  • Edit business details easily
  • View associated invoices and quotes
Client Details Interface

Desktop Invoicing Suite

Create detailed documents with our powerful web editor

Web Invoices Dashboard
Invoice Management Dashboard
Create Invoice Screen
Advanced Invoice Editor
Invoice PDF Preview
Real-time PDF Preview
Quotes Dashboard
Quotes & Estimates Overview
Create Quote Interface
Quote Creation Tool

Web Expense Tracking

Don't let receipts pile up. Upload and categorize expenses directly from your computer for easier tax preparation.

  • Bulk expense entry
  • Download expense reports as PDF
  • Visual expense breakdown charts
  • Attach digital receipts
Expense Tracking Dashboard
Expense Reporting

Your Self‑Employed Command Center

Everything you need to send quotes and invoices, manage clients, and reduce overdue payments

Quote‑to‑Invoice

Convert accepted quotes into invoices in one tap—items, rates, taxes, and client details carry over automatically.

Professional PDFs

Generate branded PDF quotes and invoices with line items, VAT/tax, payment terms, notes, and references.

Client CRM

Keep customer profiles, history, and revenue in one place for repeat work and referrals.

Expense Tracking

Track expenses and view cash flow next to unpaid invoices and revenue for smarter decisions.

Multi‑Business

Run multiple sole‑trader entities in one account with clean separation of records.

Legal Support Tools

Access built‑in tools to help recover unpaid invoices and protect your cash flow.

Invoice CRM Pricing

Choose the plan that fits your business. All plans include full Invoice CRM features.

Weekly

£3.99 / week

Perfect for trying out BillMate or short-term projects.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Weekly ISO Plan Start Weekly WebApp

Monthly

£5.99 / month

Most flexible option for growing businesses.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Plan Start Monthly WebApp
BEST VALUE

Annual

£49.99 / year

Best value – save over 30% compared to monthly.

  • Unlimited businesses
  • Unlimited invoices
  • Client CRM
  • Expense tracking
  • Professional PDFs
  • Legal support tools
  • Cloud sync
  • Priority support
Start Monthly ISO Annual Start Annual WebApp

Self‑Employed Highlights

Built for freelancers, contractors, and sole traders across industries

Itemised Billing
Add products/services with quantities, unit rates, VAT/tax, and clear descriptions.
Quick Conversions
Turn quotes into invoices in seconds—no re‑typing, fewer errors.
Clean Client Records
Centralise contacts, notes, and document history for repeat business.
Unlimited PDFs
Create polished PDF quotes and invoices on every plan—no limits.

What the Self‑Employed Say

Real feedback from freelancers and sole traders using BillMate

Chloe D.
★★★★★

I send quotes from my phone and convert to invoices on approval. PDFs look professional and on-brand.

Marcus H.
★★★★★

Expense tracking alongside unpaid invoices helps me plan taxes and cash flow better.

Nadia S.
★★★★★

Multiple businesses under one roof—switching entities keeps client records neatly separated.

Tom W.
★★★★★

The legal tools gave me confidence when a client paid late. Great support too.

Self‑Employed FAQs

Answers to common questions about quotes, invoices, and tax lines

Can I include VAT/tax on invoices?

Yes. Add VAT/tax lines and itemised breakdowns to generate professional PDFs for clients.

Can I convert a quote into an invoice?

Yes. Accepted quotes convert in one tap with all items, rates, taxes, and client details preserved.

Do you support multiple businesses?

Yes. Manage unlimited businesses in one account with separate records and documents per entity.

How do I track expenses and cash flow?

Add expenses and see them alongside revenue and unpaid invoices on dashboards and reports.

Is there an app and a web version?

Yes. Use the iOS app on the go and sign up to the online CRM to manage from any browser.

What are the pricing plans?

Weekly £3.99, Monthly £5.99, Annual £49.99 (best value). All plans include invoices, quotes, client CRM, expense tracking, PDFs, legal tools, cloud sync, and priority support.

Why the Self‑Employed Choose BillMate

Built for freelancers, sole traders, and independent professionals

Unlimited
Businesses & Invoices
Professional
PDF Documents
Legal
Support Tools
Priority
Support

Start Self‑Employed Invoicing with BillMate

Download the iOS app for on‑site invoicing or sign up to the online CRM to manage from the web