For small agencies & studios
Bill every client from one workspace, with approvals on record
Invollo gives small agencies and studios one place for quotes, signed approvals, projects, invoices and payments across all their clients, plus a client portal where each client sees only their own work.
Start free · Business adds team seats and sending from your own domain
The problem
More clients means more approvals, more invoices, more “can you resend that?”
Juggling multiple agency accounts across email threads, manual PDF quotes, and spreadsheets leads to lost billables and constant administrative requests. Invollo centralises quotes, project hours, and invoices into one workspace, giving each client a dedicated portal to review and pay.
How it works
How agencies run client billing in Invollo
Quote each project
Send itemised proposals that clients approve online with signed proof.
Deliver and track
Organise hourly or fixed-price client deliverables and track billable project hours.
Invoice from the approval
Turn approved quotes and billable costs into invoices with embedded payment links.
Let clients self-serve
Clients sign in to their dedicated portal to inspect deliverables and pay balances.
What you get
Built for studios juggling several clients
Client approvals on record
Capture online approvals with a typed name, signature, timestamp, IP address and SHA-256 fingerprint.
Projects per client
Structure fixed-price and hourly projects with clear deliverables clients can follow online.
A portal for every client
Provide clients with their own portal to review invoices, quotes, and project progress.
Your brand on client documents
Display your logo and business details, with Business removing "Powered by Invollo".
Send from your own domain
Connect your Brevo or Resend account on Business to send emails from your domain.
Retainers & recurring billing
On Pro and Business, schedule recurring monthly invoices and track retainer hour allowances against active projects.
A note on team seats
Is Invollo right for your team size?
Invollo suits owner-run agencies and small studios. Free and Pro are for single users. Business adds team seats with roles (Owner, Admin, Member), custom domain sending, and removes “Powered by Invollo” from your documents.
The fine print, up front
What your clients’ money and data can count on
0% of your client payments
Clients pay you directly into your bank, Stripe or PayPal account. Invollo never holds the money and takes 0%; your bank's or payment provider's own fees still apply.
Your workspace stays yours
Workspaces are isolated at the database level, passwords require at least 12 characters, and sign-in forms block bots.
Export your data anytime
Download your records as CSV or JSON whenever you like, on any plan. No lock-in.
A free plan that never expires
The Free plan costs nothing, has no trial clock, and never expires. Upgrade only when you need more.
FAQ
Questions agencies ask
- Can I manage many clients in one Invollo workspace?
- Yes. Paid plans include unlimited clients, each with dedicated projects, quotes, invoices, and portals.
- How do client approvals work?
- Clients type and draw signatures online, stored with timestamps, IP addresses, and SHA-256 hashes.
- Can the client portal show our brand instead of Invollo’s?
- Business removes "Powered by Invollo" from documents, emails, and the portal footer, and sends from your domain, but the client portal header still shows Invollo (not fully white-labelled).
- How many team members can use one workspace?
- Free and Pro are for single users; Business includes team seats with roles Owner, Admin and Member (the pricing page shows how many seats are included).
Related
Give every client a better way to approve and pay
Start free to try the full quote-to-payment flow, then upgrade when you bring the rest of your accounts over.