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Amazing Features

Automatic Billing

Core can create invoices automatically based on the schedule and frequency you like. Reduce your cash flow headaches by ensuring your invoices are prepared, reviewed and received by your client on time, every time.

Customizable Invoice Templates

Customize the more than 20 standard invoice templates to satisfy nearly every need. You will never, ever have to manually create invoices by hand. Fully customizable invoice templates available for a nominal fee.

Accepts all contract types

Hourly, fixed fee, cost plus, unit cost and percentage contract types are standard. Create a single invoice using multiple contract types. Easily separate basic from additional services. Complex billing methods welcome.

Recurring Invoices

Set up a schedule that runs on a specified frequency for fixed fee contract types, and retainers. You can even schedule automatic invoices which will vary the value depending on the billable time and expenses.

Email Invoices with ePayment

Improve cash flow by sending invoices via email immediately after approval. A PDF of the invoice and supporting files (expense receipts), are attached files. With ePayments enabled, clients can pay electronically.

Billing Schedules

Schedule expected billings for any project or use for milestone billing situations. Calculate values based on a fixed amount or use percentage of the total contract. Retainer balance can be applied to any invoices.

Split Billing

Popular in the legal industry, you can split an invoice among various parties and track payments individually. Distribute services and/or expenses to one or more clients based on a percentage of the total invoice.

Submit and Approve workflow

For increased accountability and control, use the submit and approve workflow to route draft invoices to the appropriate individuals. Invoices can be automatically finalized upon approval and emailed to the client.

Manage Invoices on Mobile App

There's no reason you have to be at a computer in order to create new invoices, review existing ones and handle accounts receivables. The extremely robust CORE Mobile App handles just about everything from anywhere.

FULLY INTEGRATED SOLUTION - INCLUDES EVERYTHING A MODERN FIRM NEEDS

Time and Expense Tracking, Project Management, Scheduling, Billing and Accounting
Reduce Time to Invoice

Reduce Time to Invoice

Smart features like automatic billing, integrated with feature-rich time and expense tracking will reduce the time it takes to invoice from hours to minutes each month. Imagine what you can do with 200 extra hours each year.

Improve Cash Flow

Improve Cash Flow

Improve your cash flow with CORE’s powerful invoice collection tools. Easily reach clients, track notes and take payments. Using ePayments means your clients can pay with a click of the mouse and CORE takes care of the rest.

Don't Leave Money on the Table

Don't Leave Money on the Table

CORE manages all contract types ensuring you are always invoicing the correct amount. Hourly, hourly not-to-exceed, fixed fee, cost plus, unit cost and percentage contract types are standard. Get every dollar you deserve.

Recent Awards

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TOP CLOUD ACCOUNTING SOFTWARE

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BEST NEW PRODUCT AWARD

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CUSTOMER SATISFACTION AWARD (3X)

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5 STAR AWARD

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TECHNOLOGY INNOVATION AWARD

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STEVIE GOLD AWARD

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Overview

The 360-degree, business management platform with business and artificial intelligence giving you insights into every aspect of your firm. With automation throughout the platform you can spend more time doing what you love.

Creating Invoices in CORE

CORE includes flexible and customizable invoicing. Batch invoicing can produce all your invoices in one action and allows for percent complete as well as time and expense. Create manual invoices and control every line item.

Managing Invoices in CORE

See how CORE manages your open invoices including accepting payments, editing memos that appear on the invoice, modifying existing invoices, emailing invoices, approving draft invoices, processing late fees and more.

Testimonials

Jessica R.

Jessica R.

Business Manager

"Moving to CORE has definitely helped us eliminate the manual data entry process. Another area that so far, we like in CORE is the powerful invoicing. Easy time entry and invoicing features are the best so far that we enjoy in CORE."

Claudia R.

Claudia R.

IT Manager

"CORE has an easy and intuitive user interface which makes our day to day processes easier. With CORE being a cloud software close to 200 employees are using it on a daily basis for time and expense tracking, billing and engagement management."

Chris S.

Chris S.

Finance-Bookeeping

"This software is easy to learn. Not a real big learning curve, assuming you are familiar with project management, accounting, project setup or you have people familiar with those areas."

Kimberly P.

Kimberly P.

Business Manager

"It provides us with a single source to record employee time. With the mobile app, our partners access CORE data anytime, anywhere, and can record travel expenses directly from their smartphones."

Award Winning FREE 24/7/365 Support

Integrations

CORE makes data entry a thing of the past through integrations with popular software like QuickBooks Online, Dropbox, and more.

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