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.

Dan W.
★★★★★

I invoice from my phone the second a job is done. Clients pay same day far more often now and my weekends are no longer spent doing admin.

Sophie L.
★★★★★

Switched from emailing Word documents as invoices. The difference in how quickly clients pay has been significant. Professional presentation genuinely matters when you're self-employed.

Karl F.
★★★★★

As a sole trader I needed something fast and professional. BillMate nails it — quotes, invoices, expenses, and client records all in one app. Nothing falls through the cracks.

Rachel F.
★★★★★

Tax time used to wreck my January. Now every expense is logged as I go and self-assessment takes a fraction of the time. My accountant is genuinely impressed with my records.

Owen C.
★★★★★

Being self-employed means wearing every hat. BillMate handles all the invoicing and client admin so I can focus on the actual work. It's the most useful app in my business.

Priya N.
★★★★★

I went self-employed two years ago and BillMate made me look established from day one. Professional invoices helped me win better clients in those early months when it really mattered.

Lee P.
★★★★★

The automated payment reminders are the best feature for a self-employed person. No more awkward calls chasing money — the app does it professionally and I get paid without the conversation.

Hannah W.
★★★★★

I was worried invoicing software would be complicated. BillMate proved me wrong — I had my first professional invoice sent within ten minutes of downloading. Simple and fast.

Gary T.
★★★★★

Materials, fuel, tools — I log every business expense on the spot. The real profit visibility has changed how I price my work and I'm no longer leaving money on the table.

Zoe A.
★★★★★

Managing eight retainer clients as a sole trader used to mean constant admin. BillMate keeps every client's billing history separate and I can see what's outstanding across all of them at a glance.

Connor J.
★★★★★

The annual plan costs less than a pound a week for a full invoicing and CRM system. For a self-employed person that value is genuinely hard to beat. It's the cheapest admin hour I've ever had.

Mel A.
★★★★★

As a self-employed person every client interaction matters. BillMate keeps a full history on every client so when they come back I already know what I did, what I charged, and when I last worked for them.

Ian D.
★★★★★

No limits on invoices means I never have to think about upgrades or caps. When you're self-employed and busy that matters — I just invoice and BillMate handles the rest.

Amy G.
★★★★★

My quote acceptance rate went up after switching to BillMate. A professional PDF quote carries so much more weight than a rough figure sent over WhatsApp. Clients take it seriously.

Paul R.
★★★★★

The phone and web app sync is seamless. I invoice on site from my phone and review everything on my laptop in the evening. It's always perfectly up to date without any effort.

Fiona M.
★★★★★

I run two self-employed businesses and BillMate keeps them completely separate — different clients, different invoicing, different expenses. One login and everything is clean and organised.

Rob K.
★★★★★

I tried three invoicing apps before settling on BillMate. It's the only one that works exactly the way a self-employed person needs — fast, clean, and everything connects properly.

Diane H.
★★★★★

Becoming self-employed meant learning to manage my own invoicing. BillMate made that completely painless. My invoices look professional and clients pay faster than I expected.

Jake B.
★★★★★

The legal recovery tools gave me confidence when a client ignored my invoices. The formal letter feature got me paid within ten days. That backup is invaluable when you're self-employed with no accounts team behind you.

Natalie B.
★★★★★

I recommend BillMate to every self-employed person I know. It replaces a spreadsheet, a notes app, and a separate CRM all in one. And it does all three better than any of them did separately.

Phil H.
★★★★★

Tracking travel, tools, and software costs against my invoices means I finally understand my real profit. Before BillMate I just invoiced and hoped. Now I know exactly where I stand every month.

Isla R.
★★★★★

I work with charities, councils, and private firms. BillMate keeps each client completely separate and maintains a consistent professional standard across all my invoicing. Perfect for a sole trader with varied clients.

Ben H.
★★★★★

I switched from a big accounting platform to BillMate and immediately saved money and time. It does everything a self-employed person needs without any of the unnecessary complexity or monthly cost.

Tara V.
★★★★★

When you're self-employed your invoices are your brand. BillMate produces PDFs that look genuinely premium and several clients have commented on the professional quality unprompted.

Mike S.
★★★★★

The dashboard shows outstanding, overdue, and paid invoices every morning. As a self-employed person knowing exactly where my cash flow stands at a glance has completely changed how I manage my business.

Claire N.
★★★★★

I have a day job and a self-employed side business. BillMate keeps my side business completely professional without demanding hours of my time. It runs in the background almost invisibly.

Ryan D.
★★★★★

Quote-to-invoice conversion is the feature I use most. I quote on site, the client accepts, and one tap later the invoice is sent. No re-entering anything. It's saved me hours every single week.

Yvonne A.
★★★★★

I grew from sole trader to employing two people and BillMate scaled with me every step. The CRM means I have a full history on every customer the business has ever worked for.

Stuart V.
★★★★★

I move between sites and clients constantly. As a self-employed contractor BillMate keeps everything organised wherever I am. Invoices, expenses, client records — all from my phone, always accessible.

Jess M.
★★★★★

Being self-employed is stressful enough without invoicing admin adding to it. BillMate makes that part completely effortless. Invoice sent, payment tracked, client recorded — all in under two minutes per job.

Darren L.
★★★★★

My accountant told me my expense records are the cleanest she's seen from a sole trader. Everything is logged in BillMate as I go and year-end preparation is straightforward for the first time.

Kate O.
★★★★★

I invoice in GBP and EUR for clients in the UK and Europe. BillMate handles both perfectly and the invoices always look correct regardless of currency. Exactly what a self-employed international freelancer needs.

Pete O.
★★★★★

I'm not naturally organised with admin. BillMate makes it impossible to fall behind — I send every invoice on the spot, log every expense immediately, and I'm always on top of things without really trying.

Vic O.
★★★★★

Word of mouth drives all my work and first impressions count at every touchpoint. A professional BillMate invoice after every job tells clients I run a proper business — even though it's just me.

Tom C.
★★★★★

I'm always between clients. Being able to send a professional invoice from my phone the second a meeting ends keeps my billing tight and my cash flow completely predictable.

Nina P.
★★★★★

Corporate clients expect invoices with PO references and proper formatting. BillMate produces exactly that every time and my invoices go through their accounts departments without a single query.

Ellen B.
★★★★★

I manage multiple clients simultaneously as a sole trader. BillMate keeps every client's records, invoices, and payment history completely organised. I can find anything I need in about five seconds.

Adam K.
★★★★★

The combination of invoicing, CRM, and expense tracking in one app has replaced three separate tools I was using before. BillMate is genuinely the only software I need to run my self-employed business.

Lisa T.
★★★★★

I see clients individually and in group programmes. BillMate keeps every client's billing history completely separate and the professional invoices build trust from the very first booking — which matters when you're self-employed.

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.

Built for Every Type of Self-Employed Person

Whether you're a sole trader on the tools or a freelance consultant managing multiple clients, BillMate gives you professional invoicing, client records, and expense tracking without the complexity.

Self-Employed Tradespeople

Plumbers, electricians, builders, and landscapers who work for themselves use BillMate to invoice the second a job is done, track material costs, and keep clean records for self-assessment — all from their phone.

Freelancers & Creative Professionals

Designers, developers, writers, and photographers manage retainers, project milestones, and client records through BillMate. Quote accepted, work delivered, invoice sent — the whole process in one app.

Independent Consultants

Self-employed consultants use BillMate to send proposals, invoice retainers, and maintain a full CRM of every client engagement. Professional invoices that reflect the standard clients expect from a senior consultant.

Self-Employed Cleaners & Maintenance

Domestic cleaners, end-of-tenancy specialists, and property maintenance workers use BillMate to invoice immediately after every job, manage recurring client rounds, and keep expense records clean for self-assessment.

Self-Employed with Multiple Ventures

Many self-employed people run more than one income stream. BillMate manages unlimited businesses from one account — completely separate invoicing, clients, and expenses per entity — so nothing ever gets mixed up.

Self-Employed Creatives & Artists

Photographers, videographers, musicians, and artists use BillMate to manage package pricing, deposit and balance invoices, and keep licensing terms clear — all with professional PDFs that match their creative standard.

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