Your monthly client invoices, ready before month-end.
Still building invoices in a document or spreadsheet? Create your retainer invoice, schedule PDF delivery, and send professional overdue reminders. Preview before sending and record payment when it arrives.
7-day free trial. No credit card required. Preview and test before you schedule.
One invoice, through to payment
ExampleMonthly design retainer
Illustrative sequence · first overdue delay: 3 days
Before send
Preview the PDF and test the email
Send day
Invoice PDF delivered to your client
Due date
Payment deadline; no automatic email
3 days overdue
First overdue reminder
7 days overdue
Final reminder, unless paid or paused
Scheduled sends run automatically. Mark payment recorded to stop reminders.
Less remembering. A clear next step for every invoice.
Step 1
Create and preview
Add your client, line items, due date, and payment instructions in InvoiceAgent. Preview the PDF and send yourself a test email before scheduling.
Step 2
Schedule and follow up
Choose when the invoice sends and enable reminders. The first reminder runs after your chosen overdue delay; the final reminder follows four days later.
Step 3
Record payment or pause
Mark the invoice paid to stop further reminders. If a client disputes a charge or agrees a new date, pause follow-up while you resolve it.
See the product before you start.
Watch the recorded invoice workflow, then use the trial to check your own PDF, delivery settings, and reminders.
Watch the 2-minute, 51-second demo
Make month-end easier to repeat.
Monthly retainers
Set recurring delivery and weekend rules for repeat client work. Check the next run when scope or pricing changes.
Tracked-hour projects
Import billable work from Toggl or WakaTime, apply your rate, and check the invoice before scheduling it.
Client follow-up
Use overdue payment reminders. Keep paid and paused invoices out of the next reminder run.
Have a monthly retainer coming up?
The 30-day retainer pilot gives new accounts time to try an upcoming billing run, with help setting up the first invoice.
Explore the retainer pilotSee your first follow-up workflow before you create an account.
Pick how you bill today and the kind of invoice you want to send. This example shows an invoice created in InvoiceAgent. Existing invoices from other tools do not import or sync automatically.
How do you invoice today?
What changes
Current workflow
Remembering send day, exporting the PDF, and writing the email yourself.
With InvoiceAgent
Draft once, set the date, and let the PDF plus email delivery run automatically.
Example invoice workflow
Invoice #204 is already staged.
Choose a ready-made use case to see how the automation plays out.
Northlight Studio
Elena Fischer
Scheduled send
May 30, 09:00
One clean monthly invoice with no end-of-month scramble.
Less manual work
Prepare the retainer once instead of rebuilding it each month.
Currency conversion
Single-currency send
Confidence
Preview first. Pause anytime.
Time-travel preview
Totals are prepared for send
Same-currency invoices keep their agreed amounts. When conversion is enabled, the available send-time rate is applied.
PDF is generated automatically
Branding, line items, totals, and notes are locked into the delivery-ready file.
Email goes to the client
The invoice arrives without you reopening the draft or remembering send day.
Queue visibility
Reminder steps stay queued after send, with a visible trail of what ran.
Scheduled invoices send automatically.
Preview the PDF and send yourself a test email before scheduling. No further approval is required.
Connect the tools already in your billing workflow.
Import tracked time from your daily tools and keep final invoice PDFs stored where your business records already live.
Explore all integration guides
Pricing
Try the workflow. Choose a plan when it fits.
Start with a seven-day trial. Pro includes recurring invoices and automated follow-up; Solo is for a single non-recurring invoice.
Best place to start
Pro · monthly
$24
$19.20
/month
7-day free trial. No credit card required.
Use MONEY20 for 20% off
For freelancers and consultants who create recurring invoices in InvoiceAgent and want automatic follow-up.
Annual billing
Pro · annual
$240
$192
/year
Equivalent to $16/month, billed yearly. Discount duration and renewal price are shown at checkout.
Use MONEY20 for 20% off
For recurring client billing with one annual subscription payment.
- Everything in Pro
- One yearly subscription payment
- Recurring delivery for the full year
- Branding, previews, and integrations
Only need one invoice? View Solo
One-off option
Solo
$12
$9.60
once
One-time purchase for a single invoice workflow.
Use MONEY20 for 20% off
Best if you only need one polished send and do not want a recurring subscription yet.
Need to try a full monthly cycle? Explore the 30-day retainer pilot.
Know what to expect.
Can I keep my accounting software?
Yes. Keep using it for your books, tax, and reporting. You create the invoices you want to schedule here in InvoiceAgent. There is currently no automatic import or synchronization of invoices from Stripe or QuickBooks.
Will I need to approve every automatic send?
No. Preview and test-send are available before you schedule. Once scheduled, the invoice sends automatically without another approval. Recurring runs also send automatically; check upcoming invoices and stop the recurrence if needed.
How do clients pay, and how do reminders stop?
Add bank instructions or a hosted payment link from your provider. InvoiceAgent does not process client payments. Mark an invoice paid after confirming payment to stop reminders. A payment link alone does not automatically update its status.
Does InvoiceAgent replace Stripe or QuickBooks reminders?
Those tools already offer reminders. InvoiceAgent is worth evaluating if you want invoice creation, scheduled PDF delivery, recurring runs, tracked-time imports, and follow-up in one focused workflow. If your current setup already handles those jobs well, you may not need another tool.
Can I invoice clients in another currency?
Yes. Choose the source and target currencies. When conversion is enabled, the final invoice uses the available exchange rate at send time. Agree that currency policy with your client first: a preview amount can change, and conversion does not guarantee a better rate.
What should I try in the seven-day trial?
Create an invoice, check the PDF, send a test email to yourself, and choose a real send date when you are ready. Check the reminder schedule and pause controls. No credit card is required; you can decide whether to buy after trying the workflow.
Invoice records are scoped to your signed-in account. Subscription checkout is handled by our payment provider. Read our privacy policy and terms of use.
Give your next invoice a clear plan.
Create it, preview it, and schedule it when you are ready. Try InvoiceAgent free for seven days.
No credit card required.