Recurring invoices
Automate monthly retainer billing with scheduled invoices and automatic reminders to ensure consistency and reduce time spent on repetitive tasks for ongoing client relationships.
Using a tailored invoice maker streamlines billing for variable PR work, ensures consistent client presentation, and reduces disputes by clearly listing deliverables, hours, and expenses. It saves time and improves cash flow management for agencies and freelancers alike.
An independent consultant manages retainer billing, hourly work, and expense reimbursement. They need quick templates, mobile access, and clear line-item descriptions to maintain cash flow and reduce client queries while preserving professional presentation.
An agency finance manager oversees consolidated invoicing across accounts, applies tax rules, manages payment collection, and reconciles invoices with project accounting. They require integrations with accounting systems and audit-ready records for client reporting.
Small agencies, independent consultants, and in-house PR teams often need simple billing tools that match PR workflows and client expectations.
Adopting a dedicated invoice maker reduces manual tasks and improves clarity for clients while enabling integrations with eSignature and accounting systems.
Automate monthly retainer billing with scheduled invoices and automatic reminders to ensure consistency and reduce time spent on repetitive tasks for ongoing client relationships.
Capture third-party costs, media buys, and reimbursements with attached receipts and lines that map to client budgets for transparent billing and easier client approvals.
Built-in tax calculations and regional tax settings ensure invoices reflect correct tax treatment and reduce the risk of under- or overcharging clients across jurisdictions.
Match incoming payments to invoices automatically or via bank integrations to accelerate reconciliation and reduce manual accounting work for finance teams.
Approval workflows and role-based permissions let account managers draft invoices while finance finalizes and sends them, keeping separation of duties intact.
Connect to CRMs, accounting software, and eSignature services like signNow to keep client data synchronized and maintain an audit trail across systems.
Reusable, branded invoice templates let PR teams maintain consistent client-facing documents and save time when issuing monthly retainers or milestone invoices.
Custom fields for campaign codes, media placement IDs, and client PO numbers enable precise internal tracking and simplify reconciliation with project accounting.
Embedded payment links or gateways let clients pay directly from the invoice, reducing friction and improving days-sales-outstanding for agencies and freelancers.
Integration with an eSignature solution such as signNow captures client approval securely and creates a tamper-evident record for compliance and collections.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Required | Manager approval |
| Payment Gateways | Stripe, PayPal |
| Invoice Numbering | Client-prefix |
| Auto-Archive | 90 days after close |
Most modern invoice makers and eSignature tools work on desktop browsers and have mobile apps for iOS and Android.
For consistent behavior confirm browser TLS support, enable cookies and JavaScript, and keep mobile apps updated; offline editing is limited and signatures typically require network connectivity for verification and audit logging.
A solo PR consultant used a free invoice maker to standardize monthly retainers and add media buy reimbursements
Resulting in faster approvals and a shorter average invoice-to-payment cycle for recurring work.
A small agency grouped campaign milestones into a single invoice and attached receipts for third-party expenses
Leading to clearer records and fewer disputes during post-campaign reconciliation.
| Feature | signNow (Recommended) | DocuSign | PandaDoc |
|---|---|---|---|
| eSignature legality | |||
| Mobile apps | iOS, Android | iOS, Android | iOS, Android |
| Payment processing | Stripe integration | Stripe integration | Native payments |
| API access | Available | Available | Available |
Automatic daily backups of invoices and logs
Monthly reconciliation and review
Annual retention policy assessment
Immediate hold on records when required
Move closed invoices to archive after 2 years
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Free tier availability | Free trial available | Free trial available | Included with Acrobat subscription | Free eSign plan available | Free plan with limited signatures |
| API included | API access on paid plans | API access on paid plans | API access on enterprise | API access on paid plans | API access on paid plans |
| eSignature-only option | Yes, basic signature features | Yes, limited free use | No, tied to Acrobat | Yes, eSign plan exists | Yes, limited free tier |
| Payment integration | Stripe integrations supported | Stripe/PayPal via integrations | Limited direct options | Native payment processing | Stripe integration |
| HIPAA/BAA | BAA available on request | BAA available | BAA available for enterprise | Contact sales for compliance | Contact sales for compliance |