For agencies
Invoice software for agencies
Retainers, project fees and media costs for every client, with one view of who has not paid.
Free for 5 invoices a month.
The Openn Group
EIN / Sales tax permit12-3456789
Invoice
OG/2026/0046
- Date
- Oct 5, 2026
- Due
- Oct 20, 2026
Bill to
Brew Street Cafe
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Social media retainer, October | 1,500.00 | ||
| Campaign film, edit | 600.00 | ||
| Print costs, at cost | 250.00 |
Total$2,350.00
Who it is for
What agencies invoice for.
For creative, marketing and digital agencies. You run many clients at once, each on a retainer or a project, and more than one person raises invoices.
Brew Street Cafe$2,000.00 every month
Aug 1, 2026PaidSep 1, 2026PaidOct 1, 2026DueRetainers for a list of clients
On Pro, set a recurring invoice per client. Each month’s invoices are made on their dates and wait for you to send.
OG/2026/0046
DuePart paid$2,000.00
Paid $600.00Remaining $1,400.00
Advances before a campaign starts
Invoice the advance, or record it as a part payment on the main invoice so the balance is clear.
Campaigns and one-off projects
Quote the project, turn the quote into an invoice once it is approved, and bill the balance on delivery.
Media, print and freelancer costs
Add them as their own lines, apart from your fee, each with the tax rate that applies.
Several people billing
Team has 3 sign-ins and Business has 10, each with a role, so account managers can raise invoices and your accountant can only read reports.
The tax, currency and invoice title follow your country. See your country
Getting paid
How agencies get paid.
Please find invoice OG/2026/0046 for $2,350.00 from The Openn Group, due on Oct 20, 2026.
invoice.theopenngroup.com/i/7kq2
- Sent by youEmail
- Not viewed yetViewed
Send it yourself
Share the invoice from your own email or any app on your phone. The track turns to Viewed when your customer opens it.
To pay
$2,350.00
How to pay
- Account number
- 000123456789
- Routing no.
- 021000021
Your customer sees how to pay
Each customer gets a page with what they owe and your account number and Routing number, as they are on the invoice.
OG/2026/0046Brew Street Cafe
DuePaid+$2,350.00
10/05/2026 · BREW STREET CAFE/OG-2026-0046
Matched from your bank statement
Match it from your statement
On Pro, upload your bank statement. Dates written like 10/05/2026 are read correctly, and you match each payment in one click.
FAQ
Questions from agencies.
Can more than one person use it?
Yes. Pro is for one person plus their accountant. Team is for up to 3 people and Business for up to 10, each with their own sign-in and role.
How do we see which clients are behind?
The home screen lists what is overdue. Send each reminder from WhatsApp or email in one click, or share the customer’s page so they see every open invoice.
Can we match a month of payments in one go?
On Pro, upload the bank statement as Excel, CSV or PDF. We suggest which invoice each credit pays and you accept the matches, one at a time or all the strong ones together.
A client paid one amount for three invoices. Can it handle that?
Yes. Statement matching looks for one transfer that covers several invoices, and for part payments.
Have another question? Contact us
Other work
Not quite your line of work?
- DesignersQuote a project, bill it in stages and see which milestone is still unpaid.
- ConsultantsBill retainers, day rates and fixed engagements without building a spreadsheet for each client.
- FreelancersMake a proper invoice in a minute, send it on WhatsApp or email, and know when to nudge.
- DevelopersBill sprints, milestones and support retainers, in your client’s currency.
- PhotographersTake a booking deposit, bill the balance after the shoot and keep prints and albums on the same invoice.
- ArchitectsBill each design stage against the agreed fee and keep site visits and consultants apart.
- RecruitersInvoice placement fees, retained searches and contractor hours, and follow up the day a fee falls due.
- ContractorsEstimate the job, take a deposit for materials and bill the rest as the work moves.
- CoachesBill sessions, packages and monthly programmes, and see who has paid before the next session.
- Video studiosQuote a production, take an advance before the shoot and bill crew, kit and edit days line by line.
- IT companiesBill support contracts, projects and licences on time every month, across a team.
Send your next invoice with us.
Free for 5 invoices a month.