Invoice software for agencies

Invoice software for agencies

Bill your own clients clearly: project and service lines that match the brief, estimates and invoices under your agency's brand, and a shared organization where your team prepares, finalizes and records payments together.

Sample data shown.
HM-INV-000058 · Riverside Trading LLCSent
HHarbor MarketingMeridian Ventures Ltd.
InvoiceHM-INV-000058Issued 24 Sep 2026 · due 24 Oct 2026
Bill toRiverside Trading LLCaccounts@riverside.example.com
ProjectAutumn launch campaignClient PO RT-MKT-1147
ServiceAmount
Campaign strategyAudience research, channel plan and messaging framework
1,800.00
Creative productionThree ad sets, static and video cut-downs · two revision rounds
2,400.00
Reporting workshopHalf-day session with the client's marketing team · dashboard handover
600.00
Invoice totalBefore any configured tax · terms 30 days
USD 4,800.00
Prepared by Maya Chen · finalized by Daniel ReedSample data
Lines the client can approve

Project and service lines with the references accounts payable needs

Agency invoices are approved by someone who signed a brief, not a spreadsheet. Name the project, quote their purchase order, and give each service a description that matches what was delivered. Saved services keep your standard descriptions and prices ready; adjust any line on the draft without changing the saved service. Finalizing locks the issued financial details.

Hectile holds your customer billing records. It is not project management, time tracking or a client portal.

Connected, not the same

Estimates and invoices for the same client, kept distinct

The estimate proposes the campaign and waits for a yes; the invoice bills what was delivered. Each has its own numbering sequence, key date and states. An accepted estimate becomes an invoice only when someone on your team creates the draft — so a proposal never turns into a bill by itself.

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How agency estimates work
Invoice · billing the delivered Autumn launchSent
Invoice HM-INV-000058Harbor Marketing → Riverside Trading LLC · issued 24 Sep 2026
USD 4,800.00
Campaign strategy1,800.00
Creative production2,400.00
Reporting workshop600.00
Key dateDue 24 Oct 2026 · terms 30 days
OutcomeUnpaid · no payment recorded yet
NumberingHM-INV sequence
Created from estimate HM-EST-000012 (Autumn launch), finalized 24 Sep. Payments your team records here update the balance; Overdue applies only after the due date.
Team access

Account managers prepare. Finance finalizes. One organization.

A paid organization has up to 20 members with two roles. Admins manage settings, brands, members and billing; Members work on customers and documents. Everyone sees the same customers, saved services and document history, so a draft prepared by one person can be checked and finalized by another. During the 7-day trial the organization has one member.

There are no approval chains, per-brand restrictions or client logins — members are your team, and customers are records.

More than one agency brand

Trading under two names? Both belong in one organization.

If your agency runs a design studio and a marketing practice under one legal company, add each as a brand. Documents carry that brand's name, logo and numbering while customers, saved services and the team stay shared. A separately incorporated business is a separate organization with its own subscription.

Invoicing for multi-brand businesses
Payments and balances

See what each client has paid and what is still open

Clients pay by bank transfer against your invoice; your team records each payment with date, method and reference. Every invoice shows its own balance, and the customer record totals the open invoices, so the account manager and finance read the same numbers.

How records fit together
FAQ

Agency billing questions

Keep your agency's customer billing clear.

Prepare branded estimates and invoices while your team works from the same organization.