GrowthPilot

AGENCY INVOICING

Create an invoice

Create a draft invoice for a client, add line items and tax, then finalise it.

Before you start

  • Add the client's Billing email first (see Set up your agency's invoice details). It is copied onto the draft when you create it.
  • Your agency's GrowthPilot access must be active.
  • You need to be an agency owner, admin or account manager.

How to do it

  1. Open the client's invoices (from the client profile, or Agency invoices).
  2. Select New invoice. Drafts are private to your agency.
  3. Check or change:
    • Currency: defaults to the client's billing currency.
    • Issue date and Due date. Leave the due date blank to use the client's payment terms.
    • Line items: Description, Qty, Unit price and Tax % per line. Use Add line for more (up to 50). The first line uses the client's default invoice line and retainer, if set.
    • Stripe payment link (optional): your own Stripe-hosted link. Leave blank to use the client's default. Only Stripe payment links are accepted.
    • Payment instructions and Notes.
  4. Select Create draft.
  5. When the draft is right, select Finalise. This allocates the invoice number (for example INV-2026-0001) and the status becomes Ready to send.

Troubleshooting

"Add a billing email for this client before finalising": the draft was created before the client had a billing email. Select Cancel draft, add the billing email in the client's setup, then create a new invoice.

What happens next

Send it: see Send an invoice and reminders. You can still Edit an invoice while it is a Draft or Ready to send. Once sent, it cannot be edited; use Correct (void & replace) instead.

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