Finance
Get paid for the work, on time.
Raise invoices from the same place you run the work, let clients pay by card or bank transfer, bill retainers automatically and always know who owes you what.
What’s included
- Drafts, sending by email, part payments and voiding
- A page for every invoice where clients download a PDF or pay
- Bank transfer details on the invoice, with or without card payments
- Record bank transfers and other payments by hand
- Invoices in the client portal, next to the work
- Payment terms and a default VAT rate
How it works
Finance in Agencify
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A finance overview
What you’re owed, what’s overdue, what came in this month and this year, the last 12 months at a glance, your top clients and unpaid invoices by how late they are.
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Invoices in your brand
Four templates with your logo, colour and font, your business and bank details, VAT per line and your own numbering, with a live preview as you edit.
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Pay now by card
Connect Stripe from Agencify and every invoice can carry a Pay now button. Payments land in your own Stripe account and are recorded on the invoice for you.
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Recurring invoices
Hosting fees and retainers are raised on schedule, monthly, quarterly or yearly, and emailed to the client or kept as drafts for you to check.
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From a payment schedule
Turn a project’s deposit or next instalment into an invoice in one click. When it’s paid, the schedule updates too.
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Emails that sound like you
Write your own invoice and reminder emails with placeholders for the client, amount and due date, and resend an invoice as a reminder whenever you need to.
Questions
Finance, answered
On the way
What we’re building next for finance, included in your plan when it ships.
- Automatic reminders before and after the due date
- Deposits and instalments paid by card online
- Credit notes and refunds
- Revenue reports by client, project and month
Do I need Stripe to use Finance?
No. Invoices work on their own and clients can pay by bank transfer, which you record when it arrives. Connect Stripe when you want clients to pay by card.
Who gets the money from card payments?
You do. Clients pay your agency directly through your own Stripe account, and Stripe pays out to your bank as usual. Stripe’s standard card fees apply.
Does Agencify replace my accounting software?
Agencify handles invoicing and getting paid. Keep your accountant’s tools for bookkeeping and tax.
One workspace
Works with everything else in Agencify
Run your agency on Agencify CRM.
14 days free, then £97 a month for your whole agency. Cancel any time.