For agencies & studios
Several active clients. One place that keeps them straight.
Project quotes that need sign-off, retainers that bill on their own schedule, and the client-specific rules that come with each account — kept in one workspace instead of scattered across templates and reminders to yourself.
Active accounts
The problem
More clients means more ways for billing to fall through the cracks.
A handful of active clients at once, each with a different scope, cadence, and set of billing rules
A quote that needs sign-off before a project team starts work, not an assumption that it will happen
Some clients billed per project, others on an ongoing retainer, tracked in two different places
A billing correction on an already-sent invoice, with no clean way to fix it without editing history
No shared picture of which clients are current, which are late, and which need a nudge this week
How StitchInvoice approaches it
Project work and retainers, without the account-by-account guesswork.
Quotes clients approve
Scope a project as a quote and get it approved with a typed signature from the client's own link, before the team starts billable work.
Recurring invoices
Ongoing retainers and maintenance contracts bill automatically on their own schedule, alongside project work billed one-off.
Credit notes
Correct a billing error or apply a goodwill adjustment with a proper credit note that references the original invoice — never by editing a document the client already has.
Requirements memory
PO numbers, specific approvers, and billing formats stay attached to each client account, so account switches on your team don't mean relearning the rules.
Payment Intelligence
On-time rate and outstanding balance per client, so a slipping payment pattern is visible before it becomes a cash-flow problem.
Client portal
Each client gets a link to review and pay what they owe — useful when a project has multiple stakeholders on the client side, not just one contact.
What StitchInvoice is not
Worth being upfront about.
Try it first
Free tools, no account required.
Questions
Common questions from agencies.
Can we bill project work and retainers from the same place?
Yes. A fixed-fee project converts from an approved quote into a one-off invoice, while retainer clients can be set to bill automatically on a recurring schedule — both live in the same client record.
How do we correct an invoice a client has already received?
Never by editing the sent document — that version is the record both sides rely on. A credit note references the original invoice and corrects the balance without erasing what actually happened.
Does a quote need client sign-off before work starts?
That's how it's designed to work: the client approves the quote with a typed signature from their own link, and it converts directly into the first invoice once accepted.
Can different clients have different billing requirements?
Yes. PO numbers, approver contacts, CC lists, and payment terms are all saved per client, and applied automatically on every future document for them.
Keep every account straight, without the spreadsheet.
Free to start, and built for the mix of project work and retainers agencies actually run.
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