request_quoteInvoicing

Invoices that send and follow up themselves.

Drafted from the contract, delivered on schedule, paid from the email, and chased politely when they aren't.

The best agree on Agree
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The problem

An invoice shouldn't be a project.

Legacy invoicing

Invoices built by hand, then chased by hand.
  • cancelLine items copied from the contract
  • cancelInvoices sent days after they're due
  • cancelNo idea if the customer opened it
  • cancelFollow-up done from someone's inbox

With Agree

Invoices that take care of themselves.
  • check_circleDrafted from the signed terms
  • check_circleSent on schedule, every time
  • check_circleDelivery and opens tracked
  • check_circleReminders sent automatically
Drafted

Every line matches the deal.

Invoices are drafted from the agreement, so prices, quantities and terms are what was signed. Nobody re-types a line item.

  • Every line traced to the contract
  • Proration and credits applied
Delivered

Sent on time, and you know it landed.

Invoices go out on their schedule with a PDF attached and a payment link inside. You can see when they're opened and when they're paid.

  • Scheduled sends
  • Opens, downloads and payments tracked
Followed up

Reminders go out before anyone has to ask.

Before and after the due date, reminders send themselves with the invoice and the payment link attached, so nobody chases from their inbox.

  • Reminders before and after the due date
  • Escalates to Recovery when overdue
Everything in Invoicing

Professional invoices without the busywork.

request_quoteFrom the contract

Every invoice, drafted
from what was signed.

Prices, quantities and payment terms come from the agreement, so the invoice matches the deal line for line.

sendDelivery

Sent on schedule, tracked to the open.

credit_cardPay from the invoice

ACH and card, no login.

notificationsReminders

Follow-up that sends itself.

paletteTemplates

Your brand on every invoice.

sync_altAccounting sync

Line items, tax and PDF in your books.

bolt

Autopay

Saved payment methods charged on the due date.

autorenew

Smart retries

Failed payments retried, with a one-click way to update the card.

calculate

Proration

Mid-term changes prorated and co-termed for you.

history

Audit trail

Every dollar traced from signature to journal entry.

Agents

The work happens without you.

descriptionSigned termsarrow_forwardreceiptarrow_forwardInvoices
Billing Agent

Schedules, drafts and sends every invoice the contract calls for.

Meet the Billing Agentarrow_forward
90%

Less manual billing work

Invoices drafted, sent and followed up automatically

“We can finally streamline all of our contracts and invoices in the same workflow.”
CEO/Founder, Beehiiv

Questions finance teams ask

How is Invoicing different from Billing?add

Billing decides what to charge and when, from the contract. Invoicing is the invoice itself: drafting it, sending it, getting it paid and following up.

Can we use our own invoice design?add

Yes. Invoices use your logo, colors and terms, so every invoice looks like it came from you.

Can customers pay from the invoice?add

Yes. Every invoice carries a payment link for card or ACH, with no login or portal.

Do invoices sync to our accounting system?add

Yes. Invoices sync with their line items, tax and PDF attached.

Where revenue begins

Close on Agree.

See your own contracts turn into invoices that get paid.