Sales docs and billing
- Proposals, estimates, invoices, delivery notes
- Payments, credit notes, and recurring invoices
- Status visibility from draft to paid
Industry Solution
Betta Billing for Service Businesses
Whether you run a local trade business, agency, or specialist service company, Betta Billing unifies your quote-to-cash and customer operations.
Sales docs and billing
Customer workspace
Team handoffs
Commercial controlRun quotes contracts and invoices in one place.
Customer continuityTrack work history across finance and service.
Team executionKeep leads tasks and reminders coordinated.
Platform fit
Core capabilities for owner-led and scaling service businesses.
Lead and task workflows
- Leads in Kanban mode by stage
- Tasks in Kanban for team execution
- Cleaner ownership and handoffs
Customer account management
- Profile tabs for billing and operations
- Contracts, projects, tickets, files, reminders
- Account continuity across teams
Collections visibility
- Invoice activity timeline
- Tracked email sent/open status
- Reminder workflows for overdue invoices
Governance and setup
- Tax rates, currencies, payment modes
- Roles, modules, custom fields
- Email templates, GDPR, utilities, reports
Commercial control
- Digital signature acceptance flow
- Estimate-to-invoice conversion discipline
- Centralized controls for scaling operations
Best for
Examples of service teams using this workflow model.
Trade services
Plumbing, electrical, cleaning, and field service teams managing recurring and project billing.
Creative and technical services
Freelancers and agencies managing proposals, retainers, and project-based invoicing.
General service operations
Businesses needing stronger customer profiles, contract visibility, and collections discipline.
For Service Businesses
Move to one controlled platform for billing and customer operations.
Choose the right package and continue to your backend subscription flow.