Invoicing for small agencies and creative studios
Agency billing mixes project work, retained services and one-off extras. Next Invoice lets you group them clearly, put your studio's branding on the PDF and keep track of where each invoice stands.
One invoice, grouped by work
Brand identity
- Concept development
- Final artwork
- Brand guidelines
November content
- Articles
- Social assets
- Reporting
Website support
- Hours at the agreed rate
- Approved change request
Illustrative layout: line items grouped under section headers.
Three common agency invoices
Grouped line items under section headers keep different kinds of work separate.
Illustrative examples only.
| Work | How it might be described |
|---|---|
| Branding project | Section: Brand identity, with lines for concept development, final artwork and guidelines, each tied to an approved milestone |
| Ongoing content | Section: November content, with lines for articles, social assets and reporting, with quantities in units or hours |
| Support work | Section: Website support, with hours at an agreed rate and a separate line for any approved change request |
What helps an agency
Grouped, reorderable line items
Group services under bold section headers and drag items into a logical order. Totals and per-item tax modes are worked out as you edit.
Your studio's branding
Use the preset templates or the template builder to apply your logo, fonts, colours and footer.
Proposals as well as invoices
Pitch the scope and price in a proposal and see what is awaiting a reply on your dashboard.
Status tracking and reports
Mark invoices Draft, Sent, Paid, Overdue or Cancelled and review revenue and status breakdowns.
Win the work, then invoice it
Proposals are built in sections, and you can switch any section off without losing what you wrote. The pricing section uses the same line items, tax modes and currencies as an invoice.
- Mark proposals Draft, Sent, Accepted or Declined
- See your pipeline and win rate on the dashboard
- Save a proposal as a starting point and reuse it
A proposal, in sections
Overview
- What you will do
Scope of work
- Deliverables
Timeline
- Key dates
Pricing
- Line items, tax modes and currencies
Terms
- Payment and conditions
The sections of a Next Invoice proposal.
Running an engagement
- 01
Pitch
Send a proposal as a PDF, with your branding.
- 02
Agree
Mark it Accepted, and the prospect becomes a client.
- 03
Invoice by stage
Group the work under section headers and bill each stage.
- 04
Track
Update statuses and watch the dashboard.
More than one business
Each business can have its own logo, VAT number, country-aware bank details and footer. The Free plan supports one business. Unlimited businesses are planned for Premium, which is coming soon.
Free to start
The Free plan includes 5 invoices and 5 proposals a month and 1 business, with every template, the template builder and PDF download included. Premium, with unlimited invoices, proposals and businesses, is coming soon.
Frequently asked questions
Related reading
Can I group services by project stage?
Yes. Group line items under section headers and reorder them by dragging.
Can I run several brands or businesses?
Each business has its own logo, VAT number, bank details and footer. The Free plan supports one business, and unlimited businesses are planned for Premium.
Does it send invoices to clients for me?
No. You download the PDF and send it yourself, then update the invoice's status.