Retainers, projects, and a full client roster, billed from one place. Set the recurring invoices once, keep every client's balance in view, and let the team send without stepping on each other.
A dozen retainers, a handful of one-off projects, and invoices going out on different days from different people. Billbooks keeps the whole roster on one screen, raises the recurring invoices on schedule, and shows exactly who has paid, so nothing is billed late or billed twice.
Set retainers once
Put each retainer client on a monthly schedule and Billbooks raises and sends the invoice on its own, every cycle.
Bill projects alongside
Turn an approved estimate into a project invoice in a click, without retyping scope or line items.
Keep the team in sync
Everyone works from the same client list and invoice history, so no two people bill the same job.
See the whole roster
One dashboard shows every client balance and every overdue invoice across the agency.
Your logo, your colours, itemized scope, taxes, and terms, consistent on every retainer and project invoice. Clients get a document that matches the work you deliver, not a spreadsheet export.
Retainers on schedule
Recurring invoices for every retainer client, raised and sent automatically each month.
Bill clients in any market
Invoice international clients in their own currency and language, no separate tool.
Pass through costs
Log ad spend, stock, and subcontractor costs, attach the receipt, and add them to the client's invoice.
Who owes what, at a glance
Every outstanding invoice and overdue client on one screen, across the whole roster.
Reminders that chase for you
Automatic nudges go out as due dates pass, so the team is not writing follow-up emails.
Reports for the numbers meeting
Pull income, outstanding, and expenses whenever you need the real picture of the month.
However your agency bills, Billbooks fits the workflow.
Teams that bill a full roster of clients
★★★★★
“I used to hate sending invoices and payment reminders. I never imagined a boring, cumbersome task could be this intuitive and fun.”
★★★★★
“I used to waste hours on invoicing. With Billbooks it is all done before my coffee gets cold, so I focus on growing my store.”
★★★★★
“We are always on the move, and Billbooks keeps our billing just as fast and reliable. No training needed, just invoices out and money in.”
An app so good you will want to get tasks done instead of putting them off. Stay on track and keep your cashflow going.
An agency billing retainers and projects across a client roster needs recurring invoices and per-client visibility. Billbooks sets recurring invoices once, tracks projects and expenses per client, and includes team users on the plan rather than charging per seat.
Set the invoice up once as a recurring invoice and Billbooks issues and sends it on schedule, then chases it with automatic payment reminders. That covers the retainer billing that otherwise slips when the month gets busy.
Yes. Billbooks includes 2 users on Basic and up to 5 on higher plans, rather than charging a full seat per person. Higher plans raise the user, client and project limits without changing what the software does.
No. Billbooks tracks projects for billing purposes, including time and expenses against a project, but it is not a project management tool. It does not handle task boards, resource planning or capacity, so agencies pair it with a separate PM tool.
Yes. Billbooks reports per client and per project, covering what has been billed, what is outstanding and what has been collected, so you can see which accounts are actually profitable rather than just busy.
Edit the recurring invoice and the next issue picks up the new amount, leaving already-issued invoices untouched. The history stays accurate, which matters when a client asks why a figure changed three months ago.
Basic includes 2 users and 100 clients, and higher plans raise those to 5 users and up to 500 clients. The features are identical at every tier, so an agency upgrades for capacity rather than to unlock anything.
Yes. Put each retainer client on a monthly, weekly, or yearly schedule and Billbooks raises and sends the invoice automatically, with no follow-up needed.
Yes. The team works from the same client list and invoice history, so billing stays consistent and nobody double-bills a job.
Yes. Billbooks supports multiple currencies and languages, so overseas clients can be invoiced in their own currency.
Yes. Log the cost, attach the receipt, and add it straight onto the client's invoice as a billable item.
One flat price with unlimited invoices, clients, and team members, plus a 30-day free trial with no credit card required.
A little kit of calculators and generators, on the house.
Agencies usually pair this with Recurring Invoices for retainers, Quotes and Estimates for project work, and Multi-Currency Invoicing for overseas clients. Managing the roster starts with Clients.
Account managers already live in the client chat. Send an invoice, quote or proforma straight from Billbooks in one tap. It shares the same secure link the client would get by email, so they can view it and pay from the message, and you still see when it was opened.
See how Billbooks compares