Billing Software for Agency
Agencies, whether marketing, advertising, or PR, need efficient billing software to manage client invoices, retainers, and project-based transactions. CaptainBiz is designed to meet the needs of agencies, providing streamlined billing software for agency, project management, and expense tracking to ensure smooth financial operations.
CaptainBiz Top Features of Billing Software for Agency
Retainer Billing
Manage client retainers and automatically deduct project costs, ensuring timely payments. This feature helps agencies maintain healthy cash flow and simplifies managing long-term client relationships.
Project-Based Invoicing
Create detailed invoices for each project, including services rendered and associated costs. This feature ensures agencies can bill clients accurately and track project profitability.
Expense Tracking for Projects
Track and categorize all project-related expenses, from vendor payments to employee time tracking. Agencies can ensure projects stay within budget and manage costs effectively.
Client Management
Keep track of client details, payment histories, and projects, helping agencies manage relationships and provide better services. This feature allows agencies to build long-term, trusted partnerships.
Multi-Currency Billing
Handle international clients with ease by managing invoices and payments in multiple currencies. This feature is ideal for agencies that work with global clients and need flexibility in currency management.
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Why Use Billing Software for Agency
Project-Based Invoicing
Create detailed invoices based on specific project milestones, helping agencies bill clients transparently for every stage of their work. This feature ensures that agencies receive timely payments for ongoing projects and maintain accurate records.
Seamless Client Management
Keep track of multiple clients and their respective projects, providing a clear overview of billing, payments, and deliverables. This helps agencies streamline their operations and offer a personalized experience to their clients.
Recurring Billing for Retainer Clients
Automatically generate invoices for clients on a retainer basis, reducing the manual effort in creating repeat invoices. This ensures that agencies can focus on delivering services rather than managing administrative tasks.
Expense Tracking for Projects
Monitor expenses such as team salaries, software licenses, and project materials, providing a clear picture of profitability. This helps agencies maintain budget control and improve their financial management.
Custom Reporting for Clients
Provide detailed financial reports, project progress updates, and expense summaries to clients, ensuring transparency. This builds trust with clients and allows agencies to showcase the value of their services effectively.
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Steps to Start Using CaptainBiz Billing Software
- Visit CaptainBiz.com and click on ‘Start Free Trial.’
- Enter your agency’s business details, including GST number and contact information.
- Start managing client retainers, project invoices, and expenses efficiently.
Customer Testimonial
“We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works“
Jai Maa Santoshi Traders
“We’ll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz.”
Stellant Communications
“CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually.”
Digital Beej
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Frequently Asked Questions (FAQs)
CaptainBiz is ideal for agencies, offering features like project-based invoicing, retainer billing, and expense tracking.
Yes, CaptainBiz allows you to manage multiple clients, including their payment history, retainer agreements, and project-specific billing.
Yes, the software supports multi-currency billing, allowing agencies to handle international clients with ease.