For SEO, social, performance and content agencies

International Invoicing & Billing

ProfitBooks is online accounting software for digital marketing agencies. Monthly retainers go out as recurring invoices, ad spend you pay for clients is tagged to each client and billed back on its own line, and Receivable Aging shows who is late. Clients abroad get invoices in their own currency, from the same books.

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1,00,000+ businesses use ProfitBooksFree plan with 10 invoices a monthSupport Monday to Friday
🔁RetainersSent on the 1st
📣Ad spendBilled back per client
🔔Late payerReminder sent

See what the agency actually earns.

Where agencies lose track of money, and what changes with ProfitBooks.

Retainer invoices copied from last month and edited by handRecurring invoices created and emailed on schedule
Client ad spend on the agency card, rebilled from memoryAd charges tagged to the client and billed as their own line
Turnover looks big because half of it is the client's media moneyProfit per client shows fees and costs, with ad spend kept apart

One client month, start to finish.

The same steps every month, most of them on autopilot.

Try it

How much of the invoice is yours?

A client invoice often mixes your fee with media money you only pass through. Split one sample client's month and see what the agency earns.

₹
₹
%
₹

This client's month

Invoice to the client, before tax₹2,25,000
Ad spend passed through₹1,50,000
Agency income: retainer and fee₹75,000
Freelancer and tool costs−₹18,000
Profit from this client₹57,000

Sample figures. How GST applies to ad spend you bill back depends on how you are engaged; ask your CA. In ProfitBooks, tag the ad charges and costs to the client's project to see this every month.

Reading for agencies: accounting for advertising agencies · 5 invoicing mistakes agencies make

Built for digital marketing agencies

Retainers, ad spend and late payers, handled.

The billing jobs that eat an agency's first week of every month.

Retainers

Retainer invoices that go out on the 1st without you

Set each client's retainer up once as a recurring invoice. On the date you choose, ProfitBooks creates the invoice with a new number and emails it with the PDF. Change the amount when the scope changes.

  • Monthly, quarterly or your own schedule
  • Emailed automatically with the PDF
  • Estimates for new scopes of work
See invoicing →
Ad spend pass-through

Bill back ad spend without losing a rupee

Record each ad platform charge as a bill or expense and tag it to the client's project. Then add it to the client's invoice as its own line, next to your management fee, so both of you can see what was media and what was service.

  • Ad charges tagged to the right client
  • Spend and fee on separate invoice lines
  • Profit per client with spend kept apart
See project profitability →
Getting paid

Know which clients pay late, and nudge them

Receivable Aging groups unpaid invoices by how late they are. Payment reminders do the chasing, Indian clients can pay through a payment link on the invoice, and a Customer Statement ends any argument about what is due.

  • Receivable Aging and Outstanding Receipts
  • Automatic payment reminders
  • Payment links for clients in India
See receivables →
Clients abroad

Invoice overseas clients in their currency

Bill a client in dollars, pounds or dirhams and enter the exchange rate. Your books stay in rupees, and the Gain or Loss report shows what rate changes did by the time the payment landed.

  • Invoices and receipts in foreign currency
  • Gain or Loss report on currency
  • Bank reconciliation for incoming transfers
See multi-currency invoicing →
Features you'll use

The agency's money, in one dashboard.

Every one of these works from the same books. Tap any card for the details.

Invoicing & BillingRecurring retainers, estimates, payment links and reminders. Project ProfitabilityOne project per client and profit for each. Receivables & PayablesAging, statements and what you owe freelancers. Expense TrackingAd charges, tools and subscriptions, categorised. Bank ReconciliationImport CSV or PDF statements, rules for card charges. Financial Reporting50+ reports, from P&L to receivable aging.

Watch how ProfitBooks manages your money

A quick walkthrough of invoicing, expenses, banking and reports.

ProfitBooksReceivables & payables, explained 2-min demo Watch on YouTube ↗
Try ProfitBooks For Free →

Built for other businesses too.

The same books, set up around the way each kind of business works.

Choose your industry →

Your success is our success.

We only win when you do. From the day you sign up, real people and practical resources are on your side.

Real peoplenot bots 3 languagesin-app chat Mon–Fri5 days a week

Start free. Upgrade when you grow.

Every new account starts with a free 15-day SMB Pro trial, then moves to the free Startup plan unless you upgrade.

Startup

For trying it out or very small volumes

₹0forever
Start free
  • 1 user
  • 10 invoices a month
  • 10 journal vouchers a month
  • Basic financial reports
  • 1 warehouse

Essential

For solopreneurs filing GST

₹2,499per year
Start free trial
  • 1 user
  • 1,000 invoices a year
  • GSTR-1 and GSTR-3B
  • Invoice reminders and signature
  • WhatsApp integration add-on
Most popular

Growth

For growing teams and service firms

₹4,999per year
Start free trial
  • Everything in Essential, plus
  • 10 users
  • 5,000 invoices a year
  • Payroll and multi-currency
  • 3 warehouses

SMB Pro

For established businesses

₹7,500per year · or ₹750/month
Start free trial
  • Everything in Growth, plus
  • 25 users with custom roles
  • Unlimited invoices
  • Unlimited warehouses
  • Projects and auditor access

Prices exclude GST. Pay by card, net banking, American Express or PayPal. Compare every feature →

Questions agency owners ask

Is ProfitBooks really free for a small agency?

Yes. The free Startup plan gives one user 10 invoices a month, up to 50 customers and 10 products or services, expense tracking and basic financial reports, with no time limit. When you add clients or team members, upgrade from the pricing page.

Can I bill a monthly retainer automatically?

Yes. Go to Income, then Recurring Invoices, pick an invoice and set it to repeat monthly from a start date. On each date ProfitBooks creates a new invoice with a new number and emails it to your client with the PDF.

How do I bill clients for ad spend I paid on their behalf?

Record the ad platform charge as a bill or expense and tag it to the client's project. Then add it to the client's invoice as its own line, next to your retainer and management fee. Ask your CA how GST applies to the way you are engaged.

Can I see how profitable each client is?

Yes. Create a project for each client and tag invoices, bills, expenses and journals to it. The project's profit and loss shows your fees against the costs of serving that client. Projects are part of the SMB Pro plan; see project profitability.

Which reports help a digital marketing agency?

Profit and loss by project shows earnings per client. Receivable Aging and Outstanding Receipts show who owes you, Expenses Summary shows where money went, and Bank Reconciliation reports confirm every payment landed. ProfitBooks has 50+ reports, and each can be filtered to drill into the details.

Can I invoice international clients in their currency?

Yes. Raise the invoice in dollars, pounds, dirhams or another currency and enter the exchange rate. ProfitBooks records the rupee value, and the Gain or Loss report shows the effect of rate changes. Multi-currency is part of the Growth and SMB Pro plans.

How secure is our client and financial data?

Your data is hosted on Amazon Web Services, sent over a 256-bit encrypted HTTPS connection, encrypted with AES-256 and backed up every hour. You decide who in the team can view, edit or manage each kind of data. Read more on our data security page.

Do I need to download ProfitBooks?

No. ProfitBooks is online accounting software, so there is nothing to download or install. Register with your email address and start in the browser, or use the ProfitBooks app for iOS and Android.

Bill every client on time, every month.

Recurring retainers, ad spend billed back line by line and a clear view of what each client earns you. Free for one user, no card needed.

Try ProfitBooks For Free →
  • Recurring retainers
  • Ad spend pass-through
  • Profit per client
  • Receivable aging
  • Multi-currency