GrowthPilot

AGENCY INVOICING

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.

Before you start

You need to be an agency owner or admin to change agency settings.

Agency details

  1. Open Settings → Agency & invoicing.
  2. Under Agency logo, select Upload logo (PNG, JPEG or WebP up to 256 KB), then Save logo.
  3. Complete the form:
    • Agency name on invoices
    • Billing email (shown on invoices)
    • Reply-to email: where client replies go
    • Phone, Address, Tax / VAT number, Website
    • Invoice number prefix (for example INV; up to 10 letters or digits)
    • Default payment terms (days) (14 unless you change it)
    • Default payment instructions, for example your bank details
    • Email signature
  4. Select Save settings.

Invoice emails are sent as "Your agency via GrowthPilot". Client replies go to your reply-to address.

Client billing details

Add the client's billing email before you create an invoice. Billing details are copied onto each new draft, and a draft without a billing email can't be finalised.

  1. Open the client's Client profile and select Edit client setup.
  2. In Billing contact, add the billing contact name, Billing email, billing address and tax / VAT number.
  3. In Commercial terms, optionally set payment terms, monthly retainer, billing frequency, default invoice line, a Stripe payment link (optional) and payment instructions.

These become the defaults for that client's new invoices. Currency comes from the client's Billing currency (set in the Market step).

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