BillDesktop

Everything you need to bill customers and get paid — in one place.

Send professional invoices, take payment however your customers want to pay, and always know who's paid and who hasn't. Clean, organized, and set up for you.

Simple by design

Simple enough to actually use

You don't need to be technical to run it. If you can use a phone, you can use this. It handles the invoices, the payments, the reminders, and keeps the records straight — so you can stay focused on the work instead of the paperwork.

Sound familiar?

The everyday headaches — handled

"I never know who's actually paid me."

Every invoice has a clear status — paid, pending, partial, overdue. One screen tells you exactly where the money is.

Someone asks to pay by card and you hear yourself say "...I'd prefer a check."

Now you can just say yes — and still take that check if you want. Card, bank transfer, Venmo, Zelle, Cash App, cash, or check, all tracked in one place.

"I don't have a website and quotes for one are insane."

You get your own branded portal with your logo and colors, on your own web address. No web designer, no monthly agency bill.

"Chasing late payments is half my week."

Automatic overdue reminders go out for you, politely and on schedule, so you don't have to be the bad guy.

"I bill the same customers every month and re-type it every time."

Set it once. Recurring invoices go out automatically on the schedule you pick.

What it does

Everything in one place

Your own professional presence — truly yours

A clean, fully branded home base that looks like your company, not ours.

  • Your logo, your colors, your business name on everything customers see — fully white-labeled.
  • Use your own web address (your-business.com) or a free one we set up for you — you don't need to own a domain to start.
  • Want your own domain later? We help you connect it — no separate web project, no extra agency.
  • A QR code you can put on trucks, flyers, or door hangers that takes customers straight to you.
  • Looks like you hired a designer and a web team — without hiring either.

Invoicing that does the work for you

Send a clean, professional bill in seconds — or set it to send itself.

  • Create and send branded invoices by email in a couple taps.
  • Recurring invoices — set once, sent automatically on the schedule you choose.
  • Save invoices as drafts and send them when you're ready.
  • Professional PDF invoices customers can download and keep.
  • Add a clear description and notes so customers know exactly what they're paying for.

Get paid every way customers want to pay

Stop turning down payments. Take them all — and keep them all tracked.

  • Pay-by-card online, handled securely (powered by Stripe).
  • Bank transfer (ACH) for larger jobs.
  • Venmo, Zelle, and Cash App — shown with your handle, recorded as paid.
  • Cash and check, logged so your books stay straight.
  • In-person collection mode: pull up a customer, take payment on the spot.
  • Partial payments and deposits — some now, the rest later, balance tracked automatically.
  • Issue refunds when you need to, cleanly and on the record.

Reminders and receipts, handled

The polite follow-up and the paperwork happen on their own.

  • Automatic overdue reminders so late payers hear from the system, not from you.
  • Customers get a clean receipt every time they pay.
  • Invoice and payment notifications can copy a bookkeeper, spouse, or office manager automatically.

Scheduling and appointments

Let customers request a time, and keep your week organized.

  • Customers request service through your portal — you confirm or decline.
  • A simple calendar view of your week, including jobs you enter by hand.
  • Set your working days, how much notice you need, and block off days you're not available.
  • A public "what's on today" page you can show on a screen or share, no login needed.
  • Turn a confirmed appointment straight into an invoice.

Service plans and memberships

Sell recurring service the modern way.

  • Offer recurring service plans customers can be put on — billed automatically on the schedule you choose.
  • Plans bill automatically on schedule.
  • Give a specific customer a custom rate without changing the plan for everyone.

Customer accounts, done right

Your customers get a simple, secure place to see what they owe and pay it.

  • Customers log in to see their invoices, history, and what's due.
  • They can pay online, download receipts, and update their own info.
  • Sign in with email, a one-tap magic link, or Google.
  • Optional two-factor security for accounts that want extra protection.

Stay in control and know your numbers

A simple dashboard that tells you what's happening without an accounting degree.

  • At-a-glance view: what's pending, what got paid this month, who's active.
  • Search and filter your customers and payments instantly.
  • Export your payments to a spreadsheet for taxes or your bookkeeper.
  • Private notes on any customer account, just for you.
  • A complete history log of who did what and when.

Secure and dependable

The boring stuff that keeps you and your customers safe — handled for you.

  • Bank-grade payment handling — we never store raw card numbers; the payment processor does that.
  • Secure logins with optional two-factor authentication.
  • Your data lives on professional cloud infrastructure, backed up and maintained.
  • A full activity record so nothing happens without a trail.

Set up for you — you don't lift a finger

We do the technical part. You just start billing.

  • We brand your portal — logo, colors, name — and put you on your web address.
  • We connect your payment processing (Stripe) so you can take cards from day one.
  • We create your admin login and any staff accounts you need.
  • We can seed your starting customers so you're not typing everything from scratch.
  • Built-in help right inside your portal for the common questions.
  • Real human support when you need it.

How it works

Getting started is simple

1

We talk

Tell us how you bill today and how you'd like to get paid. No commitment.

2

We set it up

We brand your portal, connect your card processing, create your admin login, and put you on your own web address. The technical part is on us.

3

You start billing

In many cases you can send your first invoice the same day. Add customers as you go.

4

It grows with you

Add recurring billing, scheduling, and plans whenever you're ready. Start small, expand when it makes sense.

Plans & custom work

Plans that fit how you actually work

There's no one-size-fits-all here. We start you on a plan that matches what you need today — even if that's just sending invoices and taking a card payment. As your business grows, we turn on more. The goal is to get you going with something simple that pays for itself.

Need something specific? Let's talk.

If your business has a particular way it needs to work, that's a real conversation — not a support ticket into the void. BillDesktop can be adapted over time, so you're not stuck forcing your business into software that doesn't fit. Custom features get built into the platform, with you first in line to use them, and we'll work out scope and cost together.

Common questions

The stuff people ask first

I'm not a computer person. Is this going to be over my head?
No. It's built for people who'd rather be doing the work than fighting software. We set it up for you, and the day-to-day is as simple as picking a customer and tapping send.
I already use Venmo / Zelle / Cash App. Why change?
Keep using them — BillDesktop just makes them look professional and keeps them tracked. Instead of screenshots and guesswork, every payment lands against an invoice, marked paid, with a receipt. You'll finally know who actually paid.
Do my customers have to download an app?
No app required. They get a link or visit your web address, see what they owe, and pay. That's it.
Do I need a website already?
No. The portal is your web presence. If you don't have a site, this gives you a professional one. If you do, this lives alongside it.
Do I need to own a web address (domain)?
No. We can set you up on a free address like your-business.billdesktop.com to start. If you'd rather use your own domain — or get one later — we'll help you connect it. Either way it's branded entirely as your business.
What does it cost?
It depends on what you need — that's a quick conversation, not a guessing game. We size a plan to your business and keep it simple. Reach out and we'll figure out a fit.
Can I start small?
That's the recommended way. Start with invoicing and one or two payment methods, get comfortable, and add the rest when you're ready.

Let's get you set up.

Tell us a little about your business and how you bill today. We'll show you what BillDesktop can do for you — no pressure, no jargon.

Get in touch