Free Invoice Generator
for Financial Advisors
Generate professional invoices built for retainer billing. Send as PDF, collect payment online, and stop chasing clients — all free.
Free plan available · No credit card needed
How to generate an invoice as a financial advisor
Choose your template
Pick an invoice template built for financial advisors.
Fill in your details
Add your client info, monthly retainer amount and period.
Send & get paid
Send as PDF, share a payment link, and track when your client pays.
Billing problems financial advisors run into
Compliance-sensitive billing descriptions
AUM fee invoicing
Regulatory compliant invoice format
Client confidentiality
Built for how financial advisors bill clients
The right tools for retainer billing — ready to go.
Compliant invoice descriptions
Recurring AUM billing
Discreet client portal
Professional PDF format
Invoice templates for financial advisors
Start from a template and customise in seconds.
The invoice generator built for Financial Advisors
Join thousands of financial advisors using BillingBee to generate invoices faster and get paid on time.
Start free — No card needed