Invoice software for agencies
Run billing for a dozen clients without dropping the ball. Milestone invoices, team access, and clean reports your finance person will actually thank you for.
The problems you actually have
Multiple clients, multiple projects
Every client has their own POs, payment terms, and contacts. Keeping them straight is half a job.
Milestone billing
A 6-month project doesn't bill in one invoice. You need to slice it into milestones and track each one.
Team scaling
Sales sends quotes, account managers track delivery, finance issues invoices. They all need the same data.
Branded client experience
Your invoice is a brand touchpoint. A scruffy PDF undermines the work you do for the client.
Agency-grade billing without enterprise-grade complexity
Lemon Invoice gives your agency a shared workspace where sales, account management, and finance see the same truth. Quote, invoice, track milestones, and send branded documents — across as many clients as you need.
What you get
Multi-client, multi-project
Customers, projects, and invoices are first-class. Search and filter across all of them.
Milestone & deposit invoices
Bill 30% upfront, 30% mid-project, 40% on delivery. Each milestone is a tracked invoice.
Role-based team access
Sales can quote. AMs can view. Finance can invoice. No one steps on toes.
Branded invoice & quote PDFs
Your agency's brand on every document. Customizable templates per client if needed.
Activity tracking
See when a client opened, downloaded, or paid. No more "I didn't get the invoice".
Per-client reports
Revenue, outstanding, and overdue broken down by client and project.
Questions, answered
Can different team members have different permissions?+
Yes. Organization users have roles — sales, account manager, finance — so each person sees what they need and nothing they shouldn't.
How do milestone invoices work?+
Issue a quote covering the whole engagement, then issue invoices for each milestone as you hit it. Each invoice is independently tracked but linked to the parent customer.
Can I customize the invoice template per client?+
You can customize the template globally, and on Premium plans you can use AI-generated templates per engagement. Per-client overrides are on the roadmap.
Is there a limit on the number of clients?+
Premium plans support unlimited customers. Smaller plans cap customer count — see pricing for details.
