Business types Agencies and studios
Industry and setup
Quote, bill and chase clients on repeat.
You sell time and projects to a handful of clients, often on retainers, and want billing to run itself.
RecurringExample data
- Monthly retainer · Example Trading LtdNext on 1 Dec · posts and emails£1,250.00Active
- Hosting, quarterly · Example Studio LtdNext on 1 Jan · draft for review£340.00Active
- Support plan · Example Holdings LtdPaused by you£500.00Paused
What agencies and studios use most.
- Retainers that bill themselves
- Recurring invoices created, posted and emailed on schedule.
- Quotes
- Accepted online, then turned into invoices.
- Automatic reminders
- Late invoices chased using each client's own terms.
- A clear view of who owes what
- An ageing report, by client.
How it goes.
1. Pitch
Send a quote
The client accepts or declines online, and an accepted quote becomes an invoice in one click.
2. Every month
Retainers run themselves
Recurring invoices are created, posted and emailed on schedule, or drafted for review.
3. When late
Reminders go out
Overdue invoices are chased automatically.
4. Month end
See who owes you
An ageing report shows who owes you and how late.
Where to start
Other industries and setups
- Professional servicesConsultancies and practices that sell expertise.
- Online and subscriptionCustomers who pay through Stripe or by Direct Debit.
- Several brands, one companyWebsites, products or departments in one set of books.
- Groups of companiesSeveral legal entities, one login.
- Trading in more than one currencyPounds, euros, dollars and more, each kept straight.
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