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Holdings

Invoicing for Consultants

Bill your clients like the professional you are — and get paid on time.

Send a clean, branded consulting invoice with a payment link in under a minute. Bill hourly, by milestone, or on retainer. Your client pays by card; you move on to the work that matters.

Free — no monthly fee. 3% + $0.30 when they pay. Add accounting ($25/mo) and every paid invoice auto-reconciles into your books.

*Free business checking · 1.75% APY · FDIC insured to $3M

Retainers, milestones, hourly — invoice the way you actually bill.

Consulting income doesn’t fit one mold. Some clients pay a monthly retainer, some pay per milestone, some pay for tracked hours. Holdings’ invoice builder handles all three: add line items for deliverables, set quantities and rates, apply a retainer credit, and send.

Every invoice carries a payment link, so clients pay by card the moment they approve — no “check is in the mail,” no 30-day float.

  • HourlyBill tracked time at your rate with line-item detail.
  • MilestoneInvoice on delivery — discovery, draft, final — each as its own line.
  • RetainerSend a recurring monthly invoice and apply credits against scope.

Get paid faster, look more credible.

A branded invoice with a one-click payment link gets paid faster than a Word doc and a bank-transfer request. Add your logo and brand color (with the $25/mo Software plan) so every touchpoint looks like the premium service you sell.

Banking and unlimited invoicing are free. When you want your books to run themselves — paid invoices auto-reconciled, expenses auto-categorized, P&L always current — add accounting for $25/mo.

Frequently asked questions

Send your first consulting invoice in 60 seconds.

Free invoicing, free business checking, and accounting when you want auto-running books.

Disclosures

Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted.

No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances.

Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly.

Deposits are insured up to $3 million total through a combination of i3 Bank, Member FDIC, and additional program banks. Each account is separately insured up to $250,000 per account holder per bank. Holdings accounts are subject to approval. Terms and conditions apply.