Features
These pages explain the specific InvoiceAgent capabilities that turn manual invoice admin into a calmer workflow. See the settings, limitations, and checks behind each part of the workflow.
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Scheduled Invoice Delivery: Dates, Review, and Status
Prepare the invoice while the work is fresh, review its PDF and email, then schedule delivery for the agreed billing date. Keep the send date, payment deadline, and delivery status separate so a queued invoice never gets mistaken for a paid one.
Best for: Freelancers, consultants, and service teams that want invoices to go out reliably even during busy delivery weeks.
Read scheduled invoice delivery: dates, review, and statusSend-Time Exchange Rate Conversion
Send-time exchange rate conversion is built for cross-border billing where draft-day rates can drift before delivery. Instead of freezing a stale value too early, the invoice can reflect the latest available conversion at the moment it is sent.
Best for: Freelancers, agencies, and global service businesses billing clients across currencies.
Read send-time exchange rate conversionInvoice Preview and Test Send: What to Check
Review the invoice's content, then check the actual PDF and email before the scheduled send. InvoiceAgent provides a form preview, a draft email, and a test of a saved invoice. Each checks a different stage of preparation.
Best for: Teams that want automated invoice delivery but still care about approval, polish, and client confidence.
Read invoice preview and test send: what to checkRecurring Invoice Runs for Monthly Client Billing
Set up a monthly invoice for an agreed retainer or repeat service, then review the next queued invoice when the current one sends. InvoiceAgent carries the billing setup forward while leaving client changes, service labels, and exceptions for you to check.
Best for: Retainer-based freelancers, agencies, consultants, and service providers with repeat billing cycles.
Read recurring invoice runs for monthly client billingImport WakaTime and Toggl Hours into Invoices
Choose a connected WakaTime or Toggl project, check the date range, and apply an hourly rate to create a tracked-time invoice line. Review what the source actually includes before treating logged time as client-approved billable work.
Best for: Hourly freelancers, software contractors, agencies, and consultants who bill from tracked project time.
Read import wakatime and toggl hours into invoicesGoogle Drive Invoice Sync: Archive Rules and Recovery
Connect Google Drive, choose the destination folder and sync mode, and keep eligible invoice PDFs together. InvoiceAgent archives sent or paid invoices according to that mode. Check the sync result separately from email delivery and payment status.
Best for: Small teams and solo operators that use Google Drive as their source of truth for business records.
Read google drive invoice sync: archive rules and recoveryInvoice Branding: Logos, Templates, and PDF Checks
Give clients a recognizable invoice with a chosen template, logo, accent color, and font style. Keep the amount, currency, service description, deadline, and payment instructions easy to find, then check the generated PDF before delivery.
Best for: Freelancers, agencies, and consultants that want billing documents to match the quality of their client work.
Read invoice branding: logos, templates, and pdf checksAutomated PDF Invoice Email: Delivery and Status
Create the invoice and its email together, schedule delivery, and let InvoiceAgent generate and attach the PDF at dispatch. Afterwards, check the send result, archive result, and payment balance as separate parts of the billing record.
Best for: Service businesses that want invoice delivery to be reliable without sending every client email by hand.
Read automated pdf invoice email: delivery and statusPrivate Invoice Workspace
A private invoice workspace keeps billing work from spreading across inbox drafts, downloaded PDFs, spreadsheets, and scattered reminders. It gives each account a clearer place to manage client invoice details and delivery status.
Best for: Freelancers and small teams that want billing operations to feel organized and private.
Read private invoice workspace