14-day free trial

Try agency invoicing software free for 14 days

Bill retainers, hours and projects from one client record, with a pay link on every invoice. Free for 14 days, no card.

Start free trialSee the full invoicing

No card to start. Your trial opens in invoicing, with the rest of the platform a click away.

  • Retainers, hourly and project billing on the same client
  • Pay links so clients settle faster
  • Approved hours become invoice lines

What you get

Everything Pro has for invoicing, from day one.

The trial is the real thing, not a cut-down version. Bring the whole team and run a live month through it.

Every billing model

Monthly retainers, hourly with approved time, project deposits and media pass-through on the same client.

Pay links

Every invoice carries a pay link. Payment is matched to the invoice and posted to your books.

Hours to invoice lines

Approved time becomes lines on hourly invoices and usage statements on retainers.

Status you can trust

Draft, sent, paid and overdue at a glance, so nothing is forgotten.

One client record

Invoices sit with the client's proposal, project and hours, so the numbers agree.

Import your history

Clients and billing history come across from the tools you use now, with a preview first.

How it works

Up and running in an afternoon.

  1. 01

    Start your trial

    Add your agency details, terms and the clients you bill.

  2. 02

    Raise the invoice

    Pick the client and the billing model. Approved hours and retainer amounts fill the lines.

  3. 03

    Get paid

    Send it with a pay link and watch it move from sent to paid.

The trial

14 days of Pro. Then $99 a month, only if it earned it.

Pro includes 3 full and 5 contributor seats, then pay only for the people who sign in each month.

  • Every Pro feature for 14 days, no card to start
  • Bring your whole team; seats are free during the trial
  • Keep everything when you subscribe. Nothing is re-entered
  • Import from the tools you use now, with a preview first and one-click undo

Also in your trial

Each tool is useful on its own and better together, because they all read the same client record.

CRMTrack every prospect from first call to signed retainer, in a pipeline that reads as recurring revenue. Free for 14 days, no card.Lead formsPut a form on your site and every submission arrives as a contact, a company and a deal. No spreadsheet in between.ProposalsTurn an afternoon of proposal writing into minutes. Packages you already sell become a scope table, a signed agreement and a first invoice.Time trackingKnow whether the client is paying for the hours, not just how long the work took. Free for 14 days, for the whole team.ProjectsRun each client's work as a project that knows its budget, its hours and its invoices. Free for 14 days, for the whole team.

Questions

What does the trial include?

Everything on Pro for 14 days, with unlimited invoices, plus the CRM, proposals, projects and time tracking on the same client record. No card is needed to start.

Can clients pay online?

Yes. Every invoice carries a pay link, so clients can settle without a separate payment tool.

Can I invoice retainers and hourly work for the same client?

Yes. Retainers, hourly work, project deposits and media pass-through can all be billed on one client record.

Does time tracking feed invoicing?

Yes. Approved hours become invoice lines for hourly clients and usage statements for retainers, so unbilled time stops slipping through.

Agency operating software

Start with invoicing. Keep the whole system.

14 days free, no card, and every tool you add later reads the same client record.

Start free trialStart with another tool