Quote, send, get paid.
The gap between "they said yes" and "the money arrived" is where agency cash flow goes to die. Quoting in one tool, invoicing in another and chasing in a third means three places to keep in step. Here the quote, the PDF, the payment link and the paid status are one object with one history.
QuoteBuilder turns line items into a branded PDF; Stripe Connect takes the payment - all inside the project, never a separate tool.
What's in it
QuoteBuilder
Build from your service catalogue, or type line items freehand. Quantities, rates, discounts and VAT are handled, and the output is a branded PDF with your logo and colours — not ours.
Stripe Connect
Payments settle straight into your own Stripe account. AgencyGenius never touches the money and takes no platform fee; you pay Stripe their standard processing rate and nothing else.
Status tracking
Draft, sent, accepted, paid — each transition timestamped on the record. Overdue is derived from the due date rather than being a status someone has to remember to set.
How it works
Build the quote
Pull line items from your service catalogue or write them freehand. Totals, discounts and VAT calculate as you go.
Send it
It renders as a branded PDF and goes out with a cover email. The client gets a Pay button in the same message.
They pay
Stripe Checkout on your connected account. Funds settle to you directly.
Everything updates
The invoice flips to paid, the project payment status recalculates, and a push notification lands on your phone.
What you actually get
- Branded PDF output with your logo and palette
- Reusable service catalogue with default rates
- VAT, discounts and multi-currency
- Stripe Connect — funds settle to your account, no platform fee
- Deposit and milestone invoicing
- Recurring subscriptions for retainers
- Derived overdue state and a cash-basis revenue report
Questions
Whose Stripe account does the money go to?
Yours. AgencyGenius creates a Stripe Express connection to your own account and creates invoices on it. We never hold funds and take no cut of the payment.
Can I use my own invoice numbering?
Yes — invoice numbers are yours to set, and the ledger keeps them stable once issued.
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