Who Can Create Invoices
Only users with the following roles can create and manage invoices:- Super Admin
- Admin
- Project Manager (PM)
Invoice Dashboard
To open the Invoice Dashboard, click Invoices in the left sidebar. From here you can:- Create, edit, and delete invoices
- Search invoices by client name, order ID, or service name
- Filter and sort the invoice list
- View invoice status at a glance
- Access invoice settings including prefix configuration
What Invoices Do
Billing & Invoicing
Create and send professional invoices for any service or product you deliver to clients, with full control over amounts, discounts, and due dates.
Payment Tracking
Monitor whether invoices have been viewed, paid, or are overdue. The system automatically records paid dates and void dates as status changes occur.
Recurring Billing
Automate invoice generation for subscription-based services. AgencyHandy generates and delivers recurring invoices on each billing cycle without manual intervention.
Project Integration
Link invoices directly to orders and services so billing is always tied to the underlying work. Billable items can be added accurately to each invoice.
Invoice Statuses
Every invoice moves through a defined lifecycle. Understanding these statuses helps you manage your receivables effectively.| Status | Description |
|---|---|
| Draft | The invoice has been created but not finalized. You can edit any part of it. Once ready, finalize it by changing the status to Open. Draft invoices not tied to a subscription can be deleted. |
| Open / Unpaid | The invoice is finalized and awaiting payment. The agency sends this to the client, who can view and pay it. You can change an Open invoice to Paid, Void, or Uncollectable. |
| Paid | The invoice has been paid. The system records the paid date automatically when you mark an invoice as Paid. |
| Void | The invoice has been canceled. The system records the void date automatically. |
| Uncollectable | The client is unlikely to pay. Treat this as bad debt in your accounting process. |
When you send an invoice to a client using the Send to Client button, the status automatically changes from Draft to Open. Only the agency can change the status from Open to Paid, Void, or Uncollectable.
Direct Invoices (Without an Order ID)
AgencyHandy supports Direct Invoices — invoices that are not linked to any existing order. This is useful for one-off billing, ad-hoc payments, or invoicing contacts who are not yet registered as clients in your system. Key capabilities of Direct Invoices:- Send invoices without selecting an Order ID
- Invoice any existing client or use Independent Email to send to any email address
- Add items, taxes, and discounts manually
- Send immediately or save as a draft
Exporting Invoices
You can export your invoice list for use in external accounting tools or for record-keeping. The export includes all visible columns: invoice ID, client name, service, amounts, status, and dates. Access the export option from the Invoice Dashboard.Invoice Settings
Configure global invoice settings from the Settings button in the top-right corner of the Invoice Dashboard. This includes:- Invoice prefix — customize the prefix that appears before every invoice number
- Reminder templates — set up automated payment reminders for open invoices
Related Features
Create an Invoice
Step-by-step guide to creating, filling out, and sending an invoice.
Subscriptions
How recurring billing works and how to manage subscription invoices.
Support Tickets
Handle client billing questions through the support ticket system.