Tracking pre-purchased hours in spreadsheets and sending manual updates is slow. It leads to scope creep and billing disputes with clients.
Top up the client's wallet in Zenbooks when they buy project hours. Create an invoice for your services and pay it instantly using their wallet balance.
STEP BY STEP
Create the client profile in Zenbooks.
Recharge their wallet with their prepaid service balance.
Create an invoice for your consulting hours or retainer visits.
Select the client's wallet as the payment method to pay the invoice.
PLATFORM FEATURES
Zenbooks combines invoicing, prepaid client wallets, time tracking, and real-time financial reporting in a single workspace — no third-party integrations or complex setup needed.
Create branded invoices with automatic VAT/GST calculations, multi-currency support, and one-click PDF export.
Load Consultancy Agencies & Marketing Firms client deposits into a digital wallet. Settle invoices instantly using the wallet balance — no chasing payments.
Log billable hours per client or project. Import time logs directly into invoices to bill accurately — every hour counted.
Real-time profit and loss reports, expense breakdowns, and balance sheets — always audit-ready and export-ready.
Send professional proposals with itemized line items and payment terms. Convert accepted quotes to invoices in one click.
Configure VAT, GST, or any local tax rate. Issue invoices in AED, SAR, GBP, EUR, USD, AUD and more.
TIME TRACKING — BUILT IN FOR CONSULTANCY AGENCIES & MARKETING FIRMS
Track project hours per client engagement. Convert time logs into professional invoices automatically — retainer billing made effortless.
Log billable hours against any client or project in seconds
Import time logs directly into invoices with one click
Track total hours, hourly rate, and VAT automatically
Give clients a transparent itemized time breakdown
Filter time logs by date, client, or billing status
SAMPLE TIME LOG — CONSULTANCY AGENCIES & MARKETING FIRMS
Initial project consultation
Acme Corporation · 2.5 hrs @ AED 150/hr
Deliverable review & revision
Acme Corporation · 1.5 hrs @ AED 150/hr
Final delivery & client handoff
Acme Corporation · 1.0 hr @ AED 150/hr
Industry playbook
Keep project billing simple. Load the client's prepayment into their wallet. When you complete tasks, generate an invoice and pay using the wallet. This secures your payment upfront and updates the client balance automatically.
Loading upfront payments into the client's wallet ensures you get paid for your work immediately. Select the wallet at checkout to pay the invoice in one click.
Taxes are recorded dynamically when you generate and pay the invoice using the client's wallet balance.
GETTING STARTED GUIDE
No onboarding calls, no complex setup. Follow these four steps and send your first invoice today — completely free for 14 days.
Sign up in 30 seconds — no credit card required. Your 14-day full-access trial begins immediately.
Add your business name, logo, address, tax registration, and default currency in Settings.
Create a client profile with their contact details. Optionally load their prepaid wallet balance for instant checkout.
Add line items or import time logs, apply VAT, and send a professional PDF invoice in one click.
14-day full-access trial · Cancel anytime · No hidden fees
Select your country to view pre-configured local tax rules (VAT/GST) and currency settings for Consultancy Agencies & Marketing Firms:
No more manual spreadsheet balance tracking. Start tracking client prepaid balances on an audit-ready ledger.
No credit card · 14-day free trial · Cancel any time
