A digital agency bills two ways at once: a monthly retainer that should never need chasing, and project work that has to be scoped, tracked and invoiced. Invoice Crowd runs both from one account, with the ledger underneath.
What is inside
Retainer income should arrive without anyone raising it. Project income has to be quoted, staffed and tracked. The same account handles both, and the books keep up with each.
Set the schedule once, then stop touching it
Set a recurring profile per client, with its own amount, currency, cycle and start date, and the invoice goes out on schedule whether or not anyone remembers it. Reminders chase what is unpaid and late fees apply on the terms you set, so a retainer that slips is caught before it becomes a quarter.
Most agency retainers are a fixed bundle: so many hours of strategy, a content run, a reporting call. Save each part as an item with its own rate and description, then add the same items to the estimate, the invoice or the recurring profile, priced the same way for every client on the same tier.
From the pitch to the last hour logged
New project work starts as a proposal: scope, phases, price and terms, signed in the browser rather than printed. What the client accepts is what carries into the invoice, so the number on the first bill matches the number they agreed to.
Projects hold the work and the timesheet holds the hours. Team members log time against the project they are on, so when a client asks what the retainer actually covered last month there is a record rather than a reconstruction from calendars and memory.
Who can open what, and what it all adds up to
Bring account managers, designers and a bookkeeper into the same account and give each person a role that limits what they can open and change. Team-member availability and limits depend on the current plan.
Under the invoicing sits accounting records and report views with visible integrity checks with a chart of 148 accounts already built. Contractor bills, software subscriptions and studio costs post into it alongside the revenue, so profit and loss shows the agency's real position rather than a sum of what was billed.
Why agencies consolidate
Agencies usually end up with a proposal tool, an invoicing tool and a bookkeeping tool, plus somebody whose afternoon goes on moving numbers between them.
The document you pitched with, the invoice it became and the ledger entry behind it are three views of one record, not three exports to reconcile.
Business profiles keep separate branding, customers and books under one account. The number of profiles available depends on the current plan.
PayPal, Stripe, Razorpay, Square, Payoneer, Braintree, Authorize.net, Airwallex, GoCardless, PayFast, PayTabs, Telr and M-Pesa, with split and partial payments when a project is billed in stages.
Bill an overseas client in their currency and still read the agency's revenue in yours, because the ledger holds base-currency values.
Also included
The parts of agency admin that usually end up in a spreadsheet, a shared drive or somebody's inbox.
Clients approve proposals, download invoices and pay in one place instead of a mail thread.
Approve an estimate and the invoice writes itself from the same lines, taxes included.
Multiple provider integrations so the client pays on the invoice rather than through a bank transfer form.
Bill a project in stages: deposit up front, balance on delivery, both against one invoice.
Chase an overdue retainer automatically and apply the late fee your contract already allows.
Log contractor invoices and software costs with the receipt attached to the transaction.
Record what freelancers and suppliers charge you as bills, and tag the related expenses to the project they belong to.
Push invoice, customer and expense events to a webhook URL you choose, or automate through Pabbly Connect.
Review aged debt, income and expense reports on screen, use the India-only GST Filing workspace when eligible, or configure supported reports for scheduled email delivery.
One record per client holds the contacts, currency, terms and every document ever raised against them.
Set a spend budget per ledger account, then read it against what the agency actually posted.
A content library keeps reusable sections, and 40+ proposal templates give the document a starting shape.
Questions
Yes. A recurring profile holds the client, the amount, the currency and the cycle, and raises the invoice on that schedule without anyone opening the app. Reminders go out if it is unpaid, and late fees apply on the terms you set.
Supported plans can add team members with roles, so you decide who can open accounting records and who only sees the work their permissions allow. Review the Pricing page for current team limits.
Yes. Projects and a timesheet are part of the same account, so hours are logged against the project they belong to rather than in a separate tracker. That leaves you a record of what a retainer month actually contained when a client asks.
Yes. Invoice in the client's currency while financial reports use the business profile's accounting currency. India GST Filing is a separate, country-gated review and export workspace for eligible GST-enabled businesses; it is not presented as government submission.
Yes, through business profiles. Each profile keeps its own branding, customers and accounting records, and you switch between supported profiles from one login. Review the Pricing page for current profile limits.
Thirty days, with no credit card. That is long enough to run a full retainer cycle: raise the recurring invoices, send a proposal, log some hours and see what the reports look like at month end. Paid plans start at ten dollars a month.
Set the recurring profiles up once, scope the project work in a proposal, and let the ledger keep pace with both.
