Best AI tools for invoicing clients and tracking payments (designer)

4 tools selected and reviewed

A design project is rarely invoiced in one go: a retainer at the brief, a balance at delivery, sometimes a mid-project invoice if the client asks for many revision rounds. Without strict tracking, these staggered payments quickly add up to a forgotten balance and tight cash flow.

Our ranking, from the most focused on sales payment tracking to the simplest for a solo designer.

Our quick recommendation

1Highest rated
SellsyAccounting & finance

The 100% French CRM, invoicing and cash flow suite for SMEs who want to centralize everything

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2Excellent choice
IndyAccounting & finance

Free and automated accounting for French independent professionals and freelancers

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3Worth a look
ShineAccounting & finance

The business account and admin assistant for freelancers and independent professionals in France, with integrated invoicing

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All results

4 tools
ToolBest forPriceFRLevelVerdictRating
SellsyThe 100% French CRM, invoicing and cash flow suite for SMEs who want to centralize everythingPaid🇫🇷IntermediateGood choice★ 4.2
IndyFree and automated accounting for French independent professionals and freelancersFreemium🇫🇷BeginnerVery good★ 4.4
ShineThe business account and admin assistant for freelancers and independent professionals in France, with integrated invoicingFreemium🇫🇷BeginnerVery good★ 4.3
TiimeThe mobile-first app for management and pre-accounting with integrated business account for small enterprisesFreemium🇫🇷BeginnerGood choice★ 4.2

Frequently asked questions

Which tool should I use to invoice a retainer and then the balance of a design project?

Sellsy handles quotes in multiple installments and automatically switches the retainer to balance. Indy and Tiime stay very simple if you prefer a lightweight tool without advanced business features.

How do I automatically follow up on an unpaid project balance?

Sellsy schedules follow-ups by tier once a due date is missed. Indy also offers automatic reminders, simpler but sufficient for a solo designer.

You work as designer and want to automate “invoicing clients and tracking payments”?

We help you choose and set up the right tool for how you work.

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