Run an agency's money on Finocket

Retainers that draft themselves, milestone billing that can't over-bill, hours that never bill twice, and a referral program with airtight commission maths.

Business ownerFreelancer

Agencies bill relationships, not SKUs: monthly retainers, project milestones, hours that must never bill twice — and, when you grow, a referral network whose commission maths has to be airtight.

Put retainers on autopilot
A recurring rule drafts each cycle’s invoice with your numbering; review and send.
Bill milestones without over-billing
Progress billing caps every tranche so the total can never exceed the agreed amount.
Turn tracked hours into invoices
Time entries convert to draft invoices at the right rate card — hours can’t bill twice.
Run referrals like a program
Partner programs attribute referred clients, accrue on collected revenue only, and hand your CA locked statements with the tax paperwork computed.

Document templates and the look of your invoices

Choose one of thirteen templates from a live preview — bill of material, retail bill, services, jewellery, pharmacy, works contract, export, quotation and more — then tune colours, columns, words, a cover page and a signature. Terms and notes are rich text.

Clients, projects and invoices

Add clients with GSTIN + state auto-fill. Send invoices — tax invoice, bill of supply, export invoice, receipt or credit note — start from an estimate, or split an invoice into a deposit + milestone schedule.

Estimates, deposits and payment schedules

Send an EST-numbered estimate with a hosted accept link — your client accepts with a typed name recorded with a timestamp — convert it to an invoice in one tap, and collect through a deposit or milestone schedule that chases itself.

Use-case playbooks

Updated 7 Aug 20265 min

Run an agency's money on Finocket

Retainers that draft themselves, milestone billing that can't over-bill, hours that never bill twice, and a referral program with airtight commission maths.

Business ownerFreelancer

Agencies bill relationships, not SKUs: monthly retainers, project milestones, hours that must never bill twice — and, when you grow, a referral network whose commission maths has to be airtight.

Put retainers on autopilot
A recurring rule drafts each cycle’s invoice with your numbering; review and send.
Bill milestones without over-billing
Progress billing caps every tranche so the total can never exceed the agreed amount.
Turn tracked hours into invoices
Time entries convert to draft invoices at the right rate card — hours can’t bill twice.
Run referrals like a program
Partner programs attribute referred clients, accrue on collected revenue only, and hand your CA locked statements with the tax paperwork computed.

Document templates and the look of your invoices

Clients, projects and invoices

Estimates, deposits and payment schedules

Run an agency's money on Finocket

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Run an agency's money on Finocket

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