Client Billing & Reporting

Cloudways Client Billing & Reporting is an all-in-one solution designed for freelancers, agencies, and small businesses to automate invoicing, manage payments, and deliver professional client reports. It streamlines financial workflows and enhances transparency with clients by combining billing and reporting into a single, easy-to-use platform. Users can send unlimited invoices, accept payments via Stripe, and generate white-labeled reports that showcase service value, performance, and security metrics.

Features

• Unlimited Invoices: Send as many invoices as needed, even on the free plan.
• Recurring Billing: Automate subscription-based invoicing with custom schedules.
• White-Labeled Invoices: Customize invoices with logos, brand colors, and client-specific details.
• Multi-Currency & Tax Support: Invoice clients globally in their preferred currency with flexible tax and discount settings.
• Stripe Integration: Enable secure online payments directly from invoices.
• Offline Payment Tracking: Mark invoices as paid manually with notes for cash, cheque, or bank transfers.
• Client Reporting: Generate branded reports covering WordPress updates, plugin changes, backups, performance, and security.
• Report Customization: Choose data points, timeframes, and applications for tailored reporting.
• PDF Export: Download and share reports in professional PDF format.

Capabilities

• Automated Workflows: Reduce manual effort in billing and reporting with full automation.
• Client & Service Management: Add clients, assign services, and manage billing terms from a central dashboard.
• Flexible Payment Options: Accept and track payments across multiple methods and currencies.
• Insightful Reporting: Provide clients with clear, actionable insights into hosting performance and maintenance.
• Brand Consistency: Maintain a professional image with white-labeled documents and reports.
• Data Accuracy: Eliminate errors and delays with structured, repeatable processes.

Benefits

• Time Savings: Automate repetitive tasks and focus on core business activities.
• Improved Client Communication: Keep clients informed with transparent billing and detailed reports.
• Professional Presentation: Deliver polished invoices and reports that reflect your brand.
• Revenue Growth: Streamline subscription billing and reduce payment delays.
• Scalability: Manage multiple clients and services effortlessly as your business grows.
• Trust Building: Demonstrate the value of your services with clear, data-driven reporting.