For freelancers with repeat clients
Try your next monthly billing run.
Still assembling retainer invoices in a document or spreadsheet? Use 30 days to create one real invoice, preview the PDF, and put delivery and overdue follow-up on a schedule.
For new accounts. No credit card required. Existing account access and trial dates stay unchanged.
Step 1
Choose an upcoming invoice
Start with a real monthly retainer. Add your own client and agreed amount; preview and test before scheduling.
Step 2
Check the next step
See when delivery and the two overdue reminders will run. Confirm payments yourself, or pause reminders when a client needs more time.
Step 3
Decide whether to keep it
If it improves your billing routine, choose Pro. Your records and stop controls remain available after the pilot; automation needs an active plan.
Get help with your first setup
Email the founder to arrange up to 30 minutes of setup help. Start with the type of work you bill and your usual billing date; you do not need to email client documents or bank credentials.
Request setup helpPro is $24/month. The current MONEY20 promotion displays $19.20/month; discount duration and renewal terms are shown at checkout. Nothing is charged automatically at the end of this pilot. View plans.
Create invoices in InvoiceAgent; existing accounting invoices do not sync automatically. Payment links alone do not reconcile payments. Preview and test-send are available before scheduling; scheduled sends run automatically.