Keep client billing connected.

Agencies can create outgoing invoices for retainers, recurring agreements, fixed project work, accepted milestones and approved time. A client invoice may combine relevant components while keeping each source understandable. The agency remains responsible for defining the commercial terms and confirming the work that is ready to bill before outgoing review begins.

Invoicera supports multi-step outgoing approval with role-based routing and value thresholds. An agency can place the appropriate account or finance reviewer before client delivery, helping the team check scope, period, rate, amount and delivery against client terms. This is approval of customer invoices, not approval of supplier bills or other incoming documents.

No. Invoicera supports the billing step around approved project, milestone and time inputs. It does not plan creative work, assign delivery tasks, manage campaigns or replace the agency’s project system. The useful boundary is clear: delivery confirms what became billable, and Invoicera applies the billing terms and outgoing controls to that work.

Keep the exception beside the affected invoice or billable component, with its reason, owner and next action. A delayed milestone, disputed line or changed scope should not disappear into an email thread. Routine reminders can continue for ordinary overdue balances, while active client questions remain visible for deliberate human review.

Yes. Invoicera works alongside supported accounting companions and sends supported billing outputs outbound after the agency’s preparation and outgoing review. QuickBooks or Xero remains responsible for the ledger. The separation lets the agency keep client terms, billable sources and approvals in the billing operation without claiming to move the accounting record itself.

Agency billing software should turn each client agreement into an invoice without rebuilding it every month. In Invoicera that means retainer billing with carry-forward, fixed project fees, milestone-based invoice triggers and approved time at rates set by role or task, with outgoing review before the client sees the invoice. Retainer, milestone and time billing are included from the Grow plan.

Yes, for the billing side of an SEO agency. A monthly SEO retainer, a fixed-fee audit and extra approved hours can sit as separate lines on one client invoice, each with its own source. Invoicera does not track rankings, run campaigns or manage SEO delivery; those stay in the agency's own tools.

Yes. The branded client portal lets clients view, download and pay their invoices, see their statement history and flag an invoice they dispute. Client approval of an invoice inside the portal is not offered, so internal review happens before the invoice is sent.