Agency Invoicing overview
Send invoices from your agency to your clients and track what has been paid. Clients pay your agency directly.
OPERATE
Agency Invoicing
Create, send, track and record client invoices.
Set up your agency's invoice details
Add the agency details, logo and defaults that appear on invoices, and each client's billing contact and terms.
Create an invoice
Create a draft invoice for a client, add line items and tax, then finalise it.
Send an invoice and reminders
Email an invoice to your client with a secure link, and send reminders when payment is late.
Record a payment
Record payments and refunds against a client invoice so its status stays accurate.
Invoice statuses
What each agency invoice status means.
Correct or void an invoice
Fix a sent invoice by voiding and replacing it, or cancel a draft.
What your client sees
The secure invoice page your client opens, how they pay you, and how they save a PDF.
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