Invoicing & quoting software for agencies

Agency work starts with a proposal, not an invoice. Build a branded quote with your line items, scope, and pricing, then send it as a clean PDF or a shareable link. Clients accept or decline online — no printing, no email back-and-forth about which version is final.

When a client says yes, the quote becomes a draft invoice in a single click, carrying over every line item and price. Turn on auto-convert and an accepted quote becomes an invoice the moment the client approves it, so the billable work and the paperwork never drift apart.

Agencies live and die by cash flow, and chasing payment by email is slow. Every invoice can carry a hosted payment link, so clients pay in a couple of clicks from any device. The invoice status updates automatically the moment they pay — no manual reconciliation, no wondering whether that retainer cleared.

When payment lands, the client gets an automatic receipt and your dashboard reflects it right away. You always know what is outstanding, what is overdue, and what came in this month.

Late payment is the tax on running an agency. Platybooks sends overdue reminders for you at +3, +7, and +14 days, and follows up on quotes that have gone quiet — so a forgotten invoice does not quietly become a 60-day problem.

You can also schedule sends in advance, which is handy for month-end retainer billing or sending a batch of invoices on the first of the month. Set it once and let the automation do the polite, persistent chasing your team does not have time for.

A new project kicks off Monday. Your account manager — a member on your plan — builds the quote from saved line items and sends it under your studio's brand; they never see the books. The client accepts on their phone that afternoon, and auto-convert turns the quote into a draft invoice before anyone has to ask.

As the owner, you set up milestone billing: finalize the first invoice now, schedule the second to send on the first of next month, and attach a payment link to both. A week later one is creeping toward due, so the +3 day reminder goes out on its own and the client pays through the link.

By Friday the first milestone is in the bank and nobody on the team had to chase it. Owners and admins handle the money; members move the work — same organization, strict isolation, no shared logins.

Agencies are teams, so Platybooks has roles. Owners and admins handle finances, payments, and settings; members create quotes, invoices, and clients without touching billing. Everyone works in the same organization with strict tenant isolation, so your numbers stay yours.

Your brand goes on every document — add your logo and it appears on PDFs and the hosted payment page, so quotes and invoices look like they came from your studio, not a generic template. Branding and team seats are included from the Starter plan up, and you can start free with no credit card.