Financial Management

Invoice Generation & Payment Processing for Agencies

Create one-time invoices from tracked time, accept one-click online payments via Stripe, and track every dollar. Send payment links, collect deposits, and get paid faster.

Sell Services Without the Back-and-Forth

Simplify one-time invoicing with checkout forms, payment links, and flexible payment collection options.

Customizable Checkout Forms

Build branded checkout forms with custom fields, service selection, and upfront payment collection. Convert visitors to clients instantly with seamless onboarding—no manual quote-to-invoice delays.

Professional Invoicing

Auto-generate invoices from tracked time, approved expenses, or manual entries. Customize templates with your branding, payment terms, and line items. Send automated reminders for overdue invoices.

Stripe Integration

Accept credit cards, ACH transfers, and international payments through Stripe. Clients pay invoices with one click via secure payment links. Zero transaction fees—you keep 100% of what you collect.

Service Catalogs

Create productized service packages with fixed pricing, descriptions, and intake forms. Sell subscriptions, one-time services, or credit packages—all with automated billing and client self-service management.

Payment Methods & Processing

Accept credit cards, ACH transfers, and international payments through Stripe. Clients pay directly from their invoice with one click. Support for partial payments, deposits, and payment plans.

Hourly & Credit Services

Bill by the hour with automatic invoice generation from time entries. Offer prepaid credit packages that clients can use for services. Track credit balances and usage in real-time with transparent reporting.

Get Paid Faster

1

Automatic Invoice Generation

Invoices are automatically created based on completed work and approved time entries. Learn how to automate your agency billing end to end.

2

One-Click Online Payments

Clients can pay invoices instantly with credit card or bank transfer through secure payment links.

3

Automated Follow-ups

Send automatic payment reminders and manage overdue accounts without manual effort.

Faster
Payment collection with one-click links
Accurate
Invoices generated from tracked time
Flexible
Deposits, partial payments, and payment plans
“The automated invoicing and payment reminders saved us a ton of time. It replaces the patchwork of tools we used to rely on with one cohesive system.”
Mrake Angelo Miguel · Verified Reviewer · Trustpilot

Frequently Asked Questions

What payment methods does AgencyPro support?

AgencyPro integrates with Stripe for credit/debit cards, ACH transfers, and other local payment methods. PayPal integration is also available. Clients receive a secure payment link with each invoice and can pay with one click — no account creation required. All transactions are processed through PCI-compliant payment infrastructure.

Can I send recurring invoices?

Yes. Set up automated recurring invoices for retainer clients with custom billing cycles — weekly, monthly, quarterly, or annual. Each cycle generates and sends the invoice automatically, and overdue reminders follow on a schedule you define. Clients can also manage their own subscriptions (pause, resume, or cancel) through the portal.

Does AgencyPro handle multiple currencies?

Yes. Create and send invoices in multiple currencies to serve international clients. Stripe handles currency conversion at competitive rates, so your clients pay in their local currency while you receive funds in yours. This is especially useful for agencies with clients across different countries.

Can I customize my invoice design?

Invoices are fully customizable with your agency's logo, colors, payment terms, and footer text. You can add custom line items, apply discounts, include tax breakdowns, and attach files. The invoice layout is professional and consistent with your branded portal.

How does automatic payment reminders work?

Define reminder schedules for invoices — for example, 3 days before due, on the due date, and 7 days after. AgencyPro sends branded follow-up emails on your behalf with a direct payment link. This typically reduces average collection time because clients receive timely, professional reminders without you chasing payments manually.

Can I sell productized services with fixed pricing?

Yes. Create a service catalog with fixed-price packages, subscription plans, or credit-based services. Each service gets its own checkout form that clients can purchase directly. This is ideal for agencies offering recurring deliverables like monthly SEO, design retainers, or digital marketing packages.

How does billing from tracked time work?

When your team tracks time on tasks, those entries are linked to the client and project. You can review billable hours, then generate an invoice with one click — line items, rates, and totals are populated automatically from the time entries. This eliminates manual double entry and ensures every billable minute is captured.

Tracked time goes in. Invoices go out.

Close the gap between finished work and collected payment. AgencyPro turns your time entries into invoices and your invoices into revenue.