Modules
Everything in Finocket for Agencies, by pack module.
Retainer invoices on a schedule
Set a recurring rule once and each month's retainer invoice is drafted for you to review and send, with the period it covers on every line.
Hours to invoice
Track time against a client with the timer, then pull the unbilled hours into an invoice at your hourly rate.
Estimates clients accept online
Send a scope and quote as a link; the client accepts it before work starts and you convert it to an invoice.
Client portal
Each client sees open invoices, estimates and their statement in one place, and can pay from it.
Export invoices under LUT
Bill overseas clients in their currency as an export invoice with your LUT declaration printed on it.
Referral partner commissions
Record the partners who send you work, the commission they earn on collected revenue, and a statement for each.
New-business pipeline
Track enquiries and pitches as deals, from first call to signed retainer.
GST returns and out-of-pocket charges
Prepare GSTR-1 and GSTR-3B from your invoices, and add out-of-pocket charges to a bill with their own tax line.