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🎯 Part of Autoflowly Billing OS

Agency billing — retainers on schedule, milestones on time, nothing left unchased.

Retainers generated monthly, milestone invoices raised from the accepted estimate, a pay link on each, and a Billing agent that drafts the chase for every invoice that drifts — so cash flow stops depending on who remembered.

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Live

This is Autoflowly's live invoicing system running right now with demo data — the engine your agency version is configured from. Yours arrives speaking your trade — your services, your customers, your words — not what you see branded here. Open it full-screen →

What this actually fixes.

Twelve retainers, twelve chances to invoice late

Each one raised by hand on a different day; the cash arrives whenever it arrives.

Milestone invoices raised from memory

Which phase was invoiced, which was paid, what the estimate said — three documents, one guess.

Overdue balances nobody owns

The account manager doesn't want to sour the relationship; finance doesn't know the client. Nobody chases.

Built for how an agency business runs.

Retainers on schedule

Recurring invoices per client, generated and sent on the day.

Milestones from the estimate

Accept the estimate; invoice each phase from it.

Pay link on every invoice

Card or mobile money; marked paid when it clears.

Reminders on approval

Friendly → overdue → final, drafted per invoice, sent on the account owner's yes.

Aging by client

0–30 to 90+ per client, with the top balances first.

Client records

Retainer terms, contacts, history — one record per client.

Expenses per project

Pass-through costs logged and billed.

Tax and multi-currency

Rates per line; invoice in the client's currency.

What it actually does for an agency business.

Every proposal waits for your approval. Nothing is sent, charged or changed on its own.

Billing summary

Snapshot: drafts, unpaid invoices and amount, overdue invoices and amount, due in the next 3 days.

Overdue invoices

Open invoices past their due date — client, balance, days overdue, current reminder level, pay link.

Due soon invoices

Open invoices due within 3 days — a friendly heads-up avoids the chase.

Draft invoices

Invoices written but never sent — money waiting on a click.

Reminder notices

Reminders already sent (level, date, amount claimed) — so nobody is chased twice in a week.

Send an invoice that was never sent

Finds an invoice written but still sitting in draft and sends it to the client, with your approval.

Chase an overdue invoice

Drafts the reminder at the right level — friendly, then overdue, then final — and sends it once you approve.

You are not starting from an empty screen.

Every one of these already works the moment your agency app is live. The list on the right is the whole of what's left for you.

Already built for you

  • Invoices with numbering, tax and PDF
  • Pay link — card and mobile money
  • Three-level reminders on your approval
  • Aging report and revenue reports
  • Recurring invoices
  • Estimates
  • Client records
  • Expenses and time tracking
  • Billing agent team
  • Login & roles
  • Hosting & your own URL
  • Works on phones

You only configure

  • Your business name and currency
  • Your payment terms
  • Your clients (import a spreadsheet)
  • Your payment provider (Stripe or mobile money)
  • What needs your approval
  • An email key for sending from your own address (optional)

That's the whole setup. Everything else is already running.

Run it with confidence.

The live demo shows the product. These are the practical answers before you put real customers and payments behind it.

Hosting

Your own URL and database. Platform hosting is in Germany.

Control

Sensitive messages, payments and changes wait for your approval.

Your data

Export and account deletion are available from Settings.

Connections

Payment and messaging options vary by OS; verify them in the live demo.

Help

Contact the team when you need help.

See the workflow before you launch.

A customer request moves through your business in one connected flow, with the owner approving the important steps.

01A customer reaches you

A new enquiry or booking arrives for your agency business.

02Autoflowly captures the details

The AI receptionist records the request, customer, service and preferred time.

03Your system takes the next step

Availability, pricing, deposits, quotes and follow-ups use the same business data.

04You stay in control

Anything sensitive waits in your inbox for approval before it is sent or changed.

05The customer gets an answer

The booking, payment request or update is sent, and the activity stays in your records.

One connected flow, from the first customer message to the owner's control center.

The software comes with a team.

They work your message channels and your data, and propose actions you approve from your phone. Nothing risky goes out without a human yes.

IC
Invoice chaser

Drafts the reminder with the right tone for the account.

Example: “Northwind's INV-0230 for €4,200 is 18 days overdue with no reminder — overdue notice drafted. Approve?”
DR
Due-date reminder

Heads-up before retainers fall due.

Example: “Four retainers due Friday — send the heads-ups?”
IS
Invoice sender

Catches milestones reached but not invoiced.

Example: “Phase 2 was accepted on the estimate and has no invoice yet — raise it?”
CR
Cash reporter

Receivables by client every morning.

Example: “€28,400 unpaid; €4,200 overdue (Northwind); €9,600 due this week.”

Approvals, and the record of what your team actually did, live in the app. Get the Autoflowly app →

It gets better when it's connected.

On its own it answers. Connected to your bookings, customers and job records, it can actually do the thing being asked for.

Live demo today, your own system today.

1

Open the live demo

It's already running with demo data. Click through it like an agency would — no signup, nothing to install.

2

Launch your own copy

You get your own deployment with its own database and URL, seeded and ready to use rather than empty.

3

Describe what to change

Your services, prices, branding, stages and rules — described in plain language and applied to your copy.

Questions worth asking.

Can each client have its own payment terms?

Yes — terms, currency and preferred payment method live on the client record and flow to every invoice.

Who approves the reminders?

Whoever owns the account — approvals land on the owner's phone and can be delegated by role.

Can we invoice in the client's currency?

Yes; currency is per client and per invoice, with the pay link priced in it.

Features shown reflect the current platform. The live demo always shows what's deployed today.

Other Autoflowly Billing OS solutions.

Launch your agency system today.

The demo is already live. Your own copy takes minutes, not months.

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