Estimates & invoices
Send branded proposals and convert approved work to invoices in one click.
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Professional services
Invoice smarter. Get paid faster.
Retainers, milestones, and time-based billing with ACH, card, and client portals — built for professional firms.
Billing and payment platform for professional service firms
Consultants, accountants, attorneys, agencies, and B2B service providers need flexible billing — retainers, milestones, hourly time, and pass-through expenses. Apexonepayments supports each model with polished invoices, low-fee ACH, and card acceptance in one ledger.
Client portals let customers review statements, pay online, and save payment methods for recurring engagements. Your team gets real-time visibility into outstanding balances, collected revenue, and project profitability.
Professional billing without the back-office burden
Retainers & milestones
Bill upfront retainers and trigger milestone charges as work progresses.
ACH & wire support
Lower-fee bank payments for large balances and recurring engagements.
Recurring billing
Automate monthly retainers with proration and failed-payment retry.
Client portals
Secure links for clients to view statements and pay online.
Mobile approvals
Collect signatures and payments on site during client meetings.
Bill the way your engagements actually work
Professional services rarely fit a single payment model. Apexonepayments adapts to fixed-fee projects, hourly work, and hybrid engagements — with audit-friendly records for every charge.
- Time tracking with billable rate rules
- Expense pass-through and markup controls
- Partial payments and payment plans
- Late-fee and reminder automation
“We cut days receivable in half after switching to Apexonepayments. Clients pay online, ACH fees are lower, and our bookkeeper finally has clean exports.”
Financial clarity for partners and ops
Dashboards show collected vs. outstanding revenue by client, project, and practice area. Drill into aging reports and export to your accounting stack without manual reconciliation.
Role-based access keeps sensitive client billing visible only to the right team members.
- Aging and collections reporting
- Project profitability snapshots
- Multi-user permissions and audit logs
- Tax-ready transaction exports
Every stage of the client engagement
From proposal to final payment — documented and searchable.
Client meetings
Capture approvals and payments during consultations.
Revenue insights
Real-time dashboards for partners and ops leads.
Mobile billing
Handheld checkout for on-site client work.
Trusted presence
Polished invoices that match your firm’s brand.
Hardware for firms and field consultants
What firms say
“Retainer billing, milestone invoices, and ACH — all in one place. Our partners finally see cash flow in real time instead of waiting on month-end reports.”
Priya Nair
Harbor Advisory Group
Frequently asked questions
Apex Payments are smart payment solutions designed to help businesses accept, manage, and optimize transactions across multiple channels. Whether customers pay in-store, online, over the phone, or on the go, Apex One Payments provides the technology and support needed to create a seamless payment experience.
Ready to take your first payment?
Activate an account in under two minutes. No setup fees, no monthly minimums — just everything you need to start selling.