Invoicing Software for Web Development Agency

Web Development Agency Invoicing Software

Project milestone done = invoice generated + sent in 30 seconds. Monthly retainer + project + hosting fees all handled.

Smarfle CRM - Web Development Agency Dashboard
Active Projects

11

Milestones Due This Week

5

Monthly Recurring Revenue

$8,400

Team Utilization

82%

Recent Jobs

Evergreen Wellness

E-Commerce Redesign

Development

Signal Analytics

SaaS Dashboard Build

Client Review

Coastal Bistro

Restaurant Website

Launched

Hartley & Associates

Monthly Hosting + Maintenance

Active Retainer

Where web development agency invoicing breaks down

The day-to-day friction every web development agency owner recognizes.

Milestone invoicing inconsistent

Big project should bill per milestone. Without project tracking + milestone invoicing, you bill 100% at end.

Hosting + maintenance fees not auto-billed

Monthly hosting fees should auto-generate invoice. Manual = forgotten + lost revenue.

Reimbursable expenses (3rd-party services, ad spend) not on invoice

Without clear pass-through line items, customer gets confused.

How Smarfle handles web development agency invoicing

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

One-click invoice from work order

Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.

Email + SMS + PDF send

Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.

Embedded payment link

Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.

Aging report (0-30 / 30-60 / 60+)

See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.

Per-org invoice prefix + branded PDF

Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.

Top feature for web development agency

One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.

Project milestone done = invoice generated + sent in 30 seconds. Monthly retainer + project + hosting fees all handled.

Milestone TrackingSprint PlanningClient ApprovalsRecurring Billing

Plans that grow with your web development agency business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Web Development Agency Invoicing Software CRM questions

Yes. Every invoice generates a branded PDF on the fly (jsPDF — no external service). Includes your company logo, address, the line items, totals, payment terms, and notes. Owner can download from the invoice page; clients get it as an email attachment when you Send.
Yes. Every sent invoice has a Pay Now button that opens a Stripe-hosted checkout (card + ACH for invoices over $1k). When they pay, your CRM invoice auto-flips to Paid + a receipt fires to the client + a confirmation lands in your inbox + in-app.
Smarfle's daily cron auto-flips Sent invoices to Overdue past their due date. The Aging Report breaks outstanding balances into 0-30 / 30-60 / 60+ day buckets. Workflow automation can auto-email or auto-SMS overdue reminders on a schedule (e.g. Day 5, Day 14, Day 30 escalating tone).
Each milestone (design approval, dev complete, launch) is a separate invoice tagged to project. Generates on milestone completion, auto-sends with Pay Now link.
Recurring monthly service template auto-generates the invoice on cadence + auto-sends with Pay Now link.
Add as separate line items with description ('Heroku hosting — pass-through, $25'). Customer sees fee passed through, not marked up.

Ready to run your web development agency business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime