Digital Agencies & Consultants

Agency Invoicing That Looks as Good as Your Work

Stop sending plain invoices that don't reflect your agency's quality. Floovioo delivers branded proposals, quotes, invoices, and receipts — with retainer billing, payment recovery, and one-click project upsells. Works with QuickBooks, Xero, and Zoho out of the box.

No credit card required · 14-day free trial · QuickBooks, Xero & Zoho sync

Integrates with your agency stack

QuickBooks Xero Zoho Books Salesforce

Your Agency's Invoices Should Sell Themselves

Every proposal, quote, invoice, and receipt is a reflection of your brand. Generic templates and manual billing hurt your credibility and leak revenue.

Unbranded Invoices Hurt Credibility

Sending plain QuickBooks invoices to design agency clients is a brand mismatch. Floovioo delivers beautifully branded proposals and invoices that match your portfolio quality.

Retainer Billing Is Manual & Error-Prone

Monthly retainers shouldn't require manual invoice generation every cycle. Floovioo automates recurring invoices while making each one feel personalized and professional.

Missed Upsell Opportunities

Every retainer invoice or project estimate is your best upsell moment. Imprint adds one-click service add-ons inside every document — 37.8% conversion rate on existing clients.

Agency-Ready Templates

From executive proposals to retainer invoices — every document showcases your agency's brand at its best.

Executive Proposal template

Executive Proposal

Win new business with stunning branded proposals. Executive summary, scope, timeline, and e-signature built in.

Revenue Machine Invoice template

Revenue Machine Invoice

High-impact invoice with upsell widgets, retainer breakdowns, and project-based line items.

Smart Quote template

Smart Quote

Send project estimates with scope details. Auto-convert to invoice on client approval. E-signature built in.

From Proposal to Paid in 3 Steps

1

Send a Branded Proposal

Create stunning proposals with scope, timeline, and pricing. Client approves with e-signature in minutes.

2

Auto-Invoice on Approval

Approved proposal becomes a branded invoice automatically. Retainer billing runs on autopilot each month.

3

Get Paid & Upsell

Online payments accepted. Overdue invoices trigger smart recovery. Every document carries upsell offers.

Built for Agency Workflows

Branded Proposals & Quotes

Executive proposals with your agency's brand, e-signature, and auto-conversion to invoice on approval.

Retainer Auto-Billing

Set recurring invoices for monthly retainers. Auto-generated and sent — with branded templates and upsell widgets.

Payment Recovery

Overdue invoices trigger smart recovery sequences. Gentle nudges for good clients, automated escalation when needed.

One-Click Service Upsells

Add service add-ons to every invoice — SEO audits, social packages, design revisions. 37.8% conversion on existing clients.

ERP Sync

Two-way sync with QuickBooks, Xero, and Zoho. Invoices, payments, and customer data stay in perfect alignment.

Agency Analytics

Track revenue per client, upsell conversion, retainer utilization, and payment trends in real-time dashboards.

Related Resources

Explore more ways to grow your business with Floovioo

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Join 10,000+ businesses using Floovioo to send branded proposals, automate retainer billing, and increase revenue. Free 14-day trial.

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