Manage every client invoice from one dashboard. Automate monthly retainers, track expenses per client, and give your team the access they need, without the chaos.
Sound familiar?
When you have 20 clients on different billing cycles, keeping track of what's been sent, what's been paid, and what's overdue becomes a job in itself. Workify brings it all into one place.
Copy-pasting last month's invoice and updating the date is how agencies lose hours. Workify sends recurring invoices automatically on the exact date, every time.
Account managers need to check invoice status without touching billing settings. Workify's team access lets you give the right people the right level of access.
Features
Configure each client's retainer once. Workify generates and sends the invoice automatically on the correct date every month.
Every client has their own invoice history, payment status, and billing settings, all visible from one dashboard.
Add your account managers, finance team, or founders with appropriate access levels. Everyone sees what they need to.
Log ad spend, third-party tools, freelancer costs, and other pass-through expenses against the right client.
Every invoice includes a payment link so clients can pay by card instantly, no bank transfer delays.
Sync invoice and payment events with your CRM, accounting software, or Slack, automatically.
How it works
Add each client with their billing details, currency, and payment terms. Set recurring invoices where needed.
Retainer invoices go out automatically. One-off invoices take seconds to create and send.
See every invoice, every payment, and every overdue balance across your entire client base at a glance.
"We were manually sending 30 retainer invoices a month. Now Workify does it while we sleep. It paid for itself on day one."
Simple, transparent pricing
Free plan available. Paid plans from £10/month. No setup fees, cancel anytime.
Join thousands of marketing agencies using Workify. Free to start, no credit card required.