Professional invoicing for South African consultants
Create polished quotes and invoices, keep client records organized, and track payments in Rand from one simple workspace.
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Why consultants need clear client document workflows
Consulting is sold on trust, and trust is built partly through paperwork that arrives on time and looks right. A proposal with the wrong client name, an invoice that contradicts the quoted fee, or a scope agreed only verbally over a call: each one chips away at the professional impression you have worked to build.
There is also a practical problem: an engagement generates a chain of documents. A quote or proposal, sometimes an agreement, then invoices (often phased or recurring), and payments against them. When that chain lives across Word files, email threads, and a spreadsheet, reconstructing it for a client query takes longer than the query deserves.
MyEasy Invoice keeps the chain intact: every document for an engagement sits against the client, in order, from first quote to final payment.
Create quotes and service documents
Describe the engagement as line items your client can actually evaluate: a discovery phase, a series of workshops, a monthly advisory retainer, a deliverable-based fee. Reusable items mean your standard services are priced consistently across clients, and your logo and business details are on the document automatically.
Clients receive the quote by email and can accept or decline it online: a clear, recorded answer instead of a "let's proceed" buried in a meeting recap. See our quote software page for the full quoting workflow.
Send agreements for signature
Many consulting engagements need more than a quote: a scope of work, terms of engagement, or a service agreement. On plans that include agreements, you can create and send agreements for signature, and your client signs online without printing or scanning anything.
The signed agreement stays stored with the client's quotes, invoices, and payments, so the terms of the engagement live next to the billing it produced. Read more on our agreement signing feature page.
MyEasy Invoice helps you create, send, and store agreements. It does not provide legal advice. Speak to a qualified legal professional about your contract terms.
Convert approved quotes into invoices
Once the client accepts, the accepted quote becomes an invoice in one click: the same line items, the same fees, no retyping. The number your client approved is the number on the invoice, which is exactly what a procurement department wants to see.
For phased engagements, invoice each phase as it completes. For retainers, raise the monthly invoice from saved client details and reusable items in a couple of minutes.
Track payments and client history
Corporate clients often pay on 30-day terms, which makes knowing your outstanding balances essential. Record payments in Rand against each invoice, see paid, unpaid, and overdue amounts at a glance, and follow up with the exact invoice number and amount in hand.
Because everything sits on the client record, you also walk into every renewal conversation knowing the full history: what was quoted, what was signed, what was invoiced, and what was paid.
How it works
One engagement, one document trail
- Quote the engagement with your services as clear line items
- Send an agreement for signature where your plan includes it
- Convert the accepted quote into an invoice, phased or recurring as needed
- Record payments in Rand and keep the full client history in one place
FAQ
Consultant invoicing questions
Can I send a quote or proposal for a consulting engagement?
Yes. Build a quote with your services as line items (a discovery phase, workshops, monthly advisory hours) and email it to your client, who can accept or decline it online.
Can I send an agreement for signature before starting an engagement?
Yes, on plans that include agreements. You can create an agreement, send it to your client to sign online, and keep it stored with the rest of their documents. It does not replace legal advice on your contract terms.
Can I invoice a monthly retainer?
Yes. Client details and reusable line items are saved, so a recurring monthly invoice takes minutes, with a consistent format and numbering every month.
How do I handle deposits or phased billing?
Invoice per phase, or record a deposit as a partial payment against a single invoice. The outstanding balance in Rand stays visible until the engagement is fully paid.
Can my invoices show VAT?
Yes. If you are VAT-registered, add your VAT number and tax rates and your quotes and invoices display VAT clearly. Confirm your specific requirements with your accountant.
Will my documents look professional?
Yes. Your logo and business details appear on every quote, invoice, and receipt, with consistent numbering. It is the kind of paper trail corporate clients and procurement departments expect.
Can I see a client's full engagement history?
Yes. Every quote, agreement, invoice, and payment sits against the client record, so you can review the whole relationship before proposing new work.
What does it cost?
Every plan starts with a 14-day free trial, priced in Rand, with no credit card required to start.
Give your clients the paper trail they expect
Start your 14-day free trial and send a polished quote, agreement, or invoice today. No credit card required.