For agencies

Agency billing without another spreadsheet.

Invofolio helps small agencies keep quotations, invoices, clients, projects, payment records, public links, and receivables in one focused workspace.

Project scopes to invoices

Create quotations for project work, then convert accepted scopes into invoices without rebuilding the same client and line-item details.

Client and project records

Keep agency billing organized around the client, project, quotation, invoice, payment record, and outstanding balance.

Receivables follow-up

Review overdue invoices, due-soon balances, and collected payments before follow-up work becomes a separate spreadsheet task.

A billing layer before accounting.

Agency billing often starts with a quote, moves through a project, and ends with multiple follow-ups around invoice status. Invofolio keeps those operational details readable before records move into accounting.

Start free

Where it fits

Best for small agencies, service teams, and studios that invoice clients directly.
Useful when billing work is too structured for PDF templates but does not need a full accounting system.
Not a replacement for bookkeeping, tax filing, payroll, or statutory accounting.