Find Answers to Frequently Asked Questions


  • What is automated billing for MSP's and IT Pros?

    If you're like most MSPs, tracking and billing for the services you offer comes with both headaches and challenges. Maintaining multiple accounts using different tools can make it difficult to accurately bill customers for services. Automated billing allows services to be organized, monitored, and invoiced promptly upon their completion.

  • Why is automated billing important?

    Manual billing across accounts can be chaotic, especially for an MSP's and IT Pros, who handles multiple clients. An automated billing tool that is integrated with ticketing and time tracking will pave the way for streamlined processing of invoices and bills - not to mention it will make sure your billing is accurate.

  • Why BILLWAZE for billing and invoicing?

    BILLWAZE lets you manage subscriptions and service plans for multiple accounts, using accurate billing. You can automatically invoice your clients by creating customized service contracts with them, automate the generation of invoices, define unique service plans, and do much more with the highly customizable BILLWAZE platform.


  • Who can benefit from using BILLWAZE?

    BILLWAZE was built from the ground-up for MSP’s and IT Consultants. Enriched with features you will actually use, we make it simple for you to automate long and strenuous tasks. If you are looking to save time, get paid faster and have the tools you need to grow your business, BILLWAZE is the solution you need.

  • How do I get started on BILLWAZE?

    We offer you a 14-day free trial and there’s no credit card required. Simply click on GET STARTED on the top right of the page, tell us your name and answer a few simple questions about your business. You’ll be ready to send your first invoice in no time.

  • What are the system requirements?

    We built BILLWAZE to today’s standards, giving you the most rewarding experience possible. While we work on all screen types and sizes, we highly recommend you use an HD display with a 1920×1080 resolution. We work well on both PC’s and MACS. We also recommend using google chrome as your browser.

  • Am I entitled to software updates/upgrades and how do I upgrade?

    Absolutely! As they are available, all updates are automatically added to your plan without additional costs or action on your part. We will always notify you of all the exciting new features we publish to your plan.

  • I have employees. Can more than one user access BILLWAZE?

    Absolutely! There is no limit to the number of employees you can add to BILLWAZE. Once setup, you’ll also be able to restrict their access to only the features you give them permission to use.

  • Can I access BILLWAZE on my mobile phone or tablet?

    Not at this time. We are always enhancing the platform and it’s a feature we are working hard to provide in our next release.


  • How do I send my first invoice?

    As soon as you login to BILLWAZE, Bill Donrite our customer success manager will appear on your screen. He’ll walk you through three easy steps to create your first client and send your first invoice.

  • Can I customize my invoices?

    Absolutely! You can add your company logo and address onto all invoices. Add it once and it will be there for all invoices sent. Also, there are 8 different templates you can use provided within the system. Just choose the one that reflects your business, and you are ready to go.



  • Which payment providers can I use to process credit card payments?

    BILLWAZE provides for three payment gateways. PayPal, STRIPE and Authorize.net. You can accept payments via PayPal and either STRIPE and Authorize.net. For example, if you use PayPal to accept payments as well as STRIPE, you would select both in “Credit Card Processing”. When receiving your invoices, your clients will be presented with an option on which payment provider they want to use to process their payment.

  • Using BILLWAZE, can I process credit cards payments on behalf of my clients? Is there an extra cost?

    You bet! If you client calls you and wants to pay you using a credit card, you will be able to enter their information and process that payment. Unlike other providers, BILLWAZE does NOT charge you extra for providing this functionality.

  • Can my clients digitally pay me using BILLWAZE?

    Of course! Once you send an invoice using BILLWAZE, a link is sent to your client. If you already setup your account for PayPal and/or credit card processing (a simple process), when your clients open their invoice, they’ll also see a “Pay Now” button. When clicked, they’ll be able to process their payment for their invoice.

  • Does BILLWAZE charge additional fees for processing credit card or PayPal transactions?

    Absolutely not! This is your business. While others use this model, we believe what you make is yours to keep. We’re just here to help you achieve your goals.