Consultants
The invoice app for consultants who bill by the day, the hour or the month.
A consulting invoice is rarely hard to write. It is hard to get paid. The client’s finance team wants a PO number, the terms are 30 days, and the invoice sits in a shared inbox until someone asks. Jiffy puts what accounts payable needs on the invoice and does the asking for you.
Follow up on 30 days without the awkward email
Big clients pay late because invoices get lost, not because they are broke. A steady, polite follow-up fixes most of it.
- On Pro, set a reminder schedule once: a heads-up before the due date, then friendly, firm and final.
- Every reminder names the invoice, the amount and the date, with a link to pay by card or bank transfer.
- The client card shows how many days each client usually takes to pay, so you know who needs a nudge.
What accounts payable needs, on every invoice
Put the purchase order or project number in the reference field. It shows on the invoice and in the email, right where finance looks for it. The client card holds their company and tax ID and their own payment terms, so a client on 30 days always gets 30 days.
Advising a client abroad? The invoice, the emails and the payment page go out in the client’s language, in the currency you agreed.
Day rates, half days and hours
Save your rates as items with their unit: per hour, per day, per half day or per session. A month of work becomes a few lines instead of a spreadsheet. Start a new engagement with a proposal as a quote the client signs online, and turn it into the invoice when the work is done. See the estimate app.
Retainers on autopilot
A monthly retainer runs as a recurring invoice on Ultra. Let it go out on the 1st by itself, or have it prepared as a draft so you can add the extra workshop day first. Ultra also shows revenue per client and what is overdue by age, and holds up to 10 companies if you invoice from more than one.
Consulting templates
Templates for consultants and coaches.
Ten composed templates: a dark sidebar with a monogram, a business letter with a reference block, a total set like a magazine cover. Three come with Pro, all ten with Ultra.
The features behind it
Read more about the features
Other trades
Jiffy for other trades
FAQ
Good questions.
Can I put a PO number on my invoice?
Yes. Use the reference field on the invoice for a purchase order or project number. It shows on the invoice and in the email.
Can I bill by the day or half day?
Yes. Save your rates as items with a unit of hour, day, half day or session, and add them to any quote or invoice.
Can I set different payment terms per client?
Yes. Each client has default terms, such as 14 or 30 days, and a new invoice for that client uses them.
Which plan do I need for retainers?
Recurring invoices are part of Ultra, which you can try free for 7 days. Automatic reminders come with Pro.
Not here? Email us: [email protected]
Do the work. Jiffy does the asking.
Start free, then try Pro or Ultra free for 7 days for reminders and retainers.