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Invoicing software for digital marketing agencies
Set retainers to bill themselves, pass ad spend through cleanly, and give your account managers access without handing over the whole business. Built for agencies billing the same clients every month.
How it works
Bill a retainer client in three steps
Set up your retainers once and month-end stops being a job.
Step 01
Set the retainer
Save the monthly fee as a recurring invoice so it raises and sends on the same date every month without anyone remembering.
Step 02
Add the extras
Add campaign work, ad spend and one-off projects as extra lines or separate invoices against the same client.
Step 03
Review and collect
Record payments as they arrive and use receivables to see which retainers are behind before it becomes three months.
Built for the work
Built for how agencies actually bill
Retainers that bill themselves
Set once, bills monthlyRecurring invoices go out on schedule for every retainer client, which removes the single most repetitive job in an agency month.
Change a retainer cleanlyWhen a client scales up or down, update the amount and future invoices follow while past ones stay exactly as issued.
Pass-through spend, cleanly separated
Ad spend on its own linesKeep media spend separate from your fee so clients can see what went to platforms and what they paid you for.
Costs with proof attachedLog platform invoices as expenses against the client, mark them billable, and the receipt travels with the charge.
A team that can work without you
Roles that fit an agencyLet account managers raise invoices for their clients while finance keeps control of numbering, taxes and organisation settings.
Scope people to their bookRestrict a team member to their assigned clients, so a new hire does not see the whole client list on day one.
See which clients actually pay
Revenue concentration, visibleReports show how much of your income comes from your largest clients, which is the risk agencies notice too late.
Ageing that prompts actionSee which retainers are overdue and by how long, so a slipping client is a conversation rather than a write-off.
All in one place
One platform that goes beyond invoicing
Invoicing is the start. Pinvoice covers the rest of the agency admin.
Quotes & estimates
Send quotes and convert approved ones into invoices in one click.
Credit notes
Issue GST-safe credit notes for refunds and adjustments.
Expense tracking
Record business expenses and rebill them to clients.
Items & pricing
Save products with rates, HSN/SAC codes and GST slabs.
Contacts
Keep customer GSTINs, history and balances in one place.
Users & roles
Invite your team and accountant with the right permissions.
Payments
Record UPI, bank transfer, cheque or cash against an invoice and watch the outstanding balance update straight away.
For every kind of business
Invoicing for other kinds of business
However you earn, there is a version of this that fits.
Stop spending the first week of the month invoicing
Pinvoice bills your retainers so your team can do the work. Free, forever.
Free foreverNo credit cardCancel anytime
FAQ
Agency invoicing questions, answered
How do monthly retainers work?
Set the retainer up as a recurring invoice with the amount and schedule. Pinvoice raises and sends it automatically each period, so the only time you touch it is when the arrangement changes.
How should I handle ad spend I pay on behalf of clients?
Record the platform invoice as an expense tagged to that client and mark it billable, then rebill it on its own line. Keeping spend separate from your fee avoids the awkward conversation about what the client is actually paying you.
Can my account managers use it without seeing everything?
Yes. Assign them a role limited to their own clients, and set view, create, edit and delete separately per module. Settings such as invoice numbering and tax configuration stay under whoever you choose.
Does Pinvoice manage campaigns or track team time?
No. There is no project, campaign or time-tracking module. Pinvoice covers quoting, invoicing, expenses and collection. Keep using your existing tools for running the work.
Can I bill clients in other states?
Yes. Save each client’s GSTIN and address and the correct tax treatment is applied automatically, IGST for out-of-state clients and CGST plus SGST for local ones.
Is it free for an agency with a team?
Yes. Unlimited clients, invoices and users at no cost. There is no per-seat charge, so adding your whole team costs nothing.