AGENCY INVOICING

Agency Invoicing overview

Send invoices from your agency to your clients and track what has been paid. Clients pay your agency directly.

Agency Invoicing is for your agency invoicing your own clients. It is not your GrowthPilot subscription. For what your agency pays GrowthPilot, see GrowthPilot Billing.

What this does

  • Create invoices for a client, with line items, tax and currency.
  • Email the invoice to the client from GrowthPilot, with a secure link to view it.
  • Optionally include your agency's own Stripe payment link.
  • Record payments and refunds you receive.
  • See what is outstanding and overdue across all clients.

GrowthPilot never holds, settles or pays out client money. Your client pays your agency directly, by bank transfer or through your own Stripe payment link. GrowthPilot records the status you confirm.

Who can use it

Agency owners, admins and account managers. Account managers see only the clients they're assigned to. Other roles don't see Agency invoices in the menu. Creating, sending and recording payments need your agency's GrowthPilot access to be active.

Where to find it

  • Operations → Agency invoices lists invoices across all clients, with filters for All, Drafts, Open, Overdue, Paid and Void / cancelled. Outstanding totals are shown per currency and never combined.
  • Each client's profile has an Invoices link for that client's invoices.

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