Invoices
What does AgencyFlo's invoices do?
Why your agency needs invoices. Invoices that close the loop to your P&L.
Invoices that close the loop to your P&L.
Draft, send and mark invoices paid, and watch the P&L update in real time.
Connected to the whole loop
Nothing here is a silo. Changes flow to projects, invoices and your P&L automatically, so the rest of the system stays in sync without manual re-entry.
No stitched-together stack
Replace the patchwork of single-purpose tools with one operating system, so your team spends time on client work instead of moving data between apps.
Why re-keying invoices loses money
In most stacks the invoice is built in an accounting tool, away from the work. Someone reads the project, totals the billable time, types it into QuickBooks and hopes it matches. Hours get missed. Rates go stale. The invoice undercharges and no one notices. In AgencyFlo the invoice drafts from the logged time and the project's pricing, so what you bill matches what you did.
Send, get paid, watch the P&L move
An invoice drafts from billable time, milestones hit or a fixed-fee schedule. The owner reviews and sends as a branded document. Marking it paid closes the loop to project margin, client lifetime value and the agency P&L in real time. There's no separate ledger to keep in sync for day-to-day billing.
Retainers and chasing, handled
Retainer projects carry a billing schedule, so invoices generate on time with the agreed amount and any overage from tracked hours. Polite reminders chase late payers on a schedule the studio sets, in the studio's tone. FloAI flags the clients with a pattern of paying late, so the team can adjust terms before it becomes a cash-flow problem. The receivables you're owed sit on the dashboard, not in someone's head.
Frequently asked questions
How do invoices work in AgencyFlo?+
Invoices in AgencyFlo draft from the billable time logged against a project, the milestones hit, or a fixed-fee schedule. The owner reviews, adjusts and sends as a branded invoice. Marking the invoice paid closes the loop to the project margin, the client lifetime value and the agency P&L. There's no separate accounting tool to keep in sync for day-to-day billing.
Can I send recurring invoices for retainers?+
Yes. Retainer projects in AgencyFlo carry a billing schedule (monthly, quarterly) and invoices generate automatically on the schedule, drafted with the agreed retainer amount and any overages from tracked time. The owner reviews and sends, or sets the invoice to auto-send. Retainer revenue shows on the dashboard alongside project-based revenue.
How is AgencyFlo invoicing different from QuickBooks?+
QuickBooks is an accounting ledger; agencies typically re-enter project time and rates to generate an invoice in it. In AgencyFlo, invoices draft directly from the logged time and the project's pricing, so the numbers match the work. Most studios still use accounting software for bookkeeping and tax, and feed AgencyFlo invoices into it; the day-to-day client billing lives in AgencyFlo.
Does AgencyFlo chase late payments?+
Yes. Automations in AgencyFlo send polite payment reminders on a schedule (7 days overdue, 14, 30) using the studio's tone and templates. The owner sees the outstanding amount per client on the dashboard, and FloAI flags clients with a pattern of late payment so the team can adjust terms or follow up personally before it becomes a cash-flow problem.
Can I see outstanding revenue across the agency?+
Yes. The dashboard in AgencyFlo shows total outstanding invoiced amount, broken down by client and age. Owners see at a glance which invoices are due this week, which are overdue, and which clients carry the bulk of the receivables. The number updates the moment an invoice is sent or marked paid, with no end-of-month reconciliation.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.