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AgencyHandy’s invoice feature gives your agency a complete billing and payment management system inside the same platform you use to manage clients, orders, and projects. You can create professional invoices, send them to clients by email, track payment status in real time, automate recurring billing for subscription services, and export your financial records whenever you need them. Every invoice is tied to your agency’s logo and address automatically, keeping your communications consistently on-brand.

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Who Can Create Invoices

Only users with the following roles can create and manage invoices:
  • Super Admin
  • Admin
  • Project Manager (PM)
Clients can view and download invoices but cannot create or edit them.

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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

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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.

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Invoice Statuses

Every invoice moves through a defined lifecycle. Understanding these statuses helps you manage your receivables effectively.
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.

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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
Use Direct Invoices when you need to bill a client quickly for work that doesn’t have a formal order in AgencyHandy, such as rush projects, consulting calls, or out-of-scope work.

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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.

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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

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.