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Automatic Invoicing – Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 7 months ago

Let Agency Handy handle your recurring billing with automatic invoice creation based on your subscription settings.


Why use it?

  • Hands-free invoicing – Invoices go out automatically

  • Fewer admin tasks – No need to create invoices manually

  • Timely payments – Clients are billed consistently, improving cash flow


How It Works

1. Set Up Your Subscription Plan

  • Go to your Service Settings

  • Choose a subscription billing cycle (daily, weekly, monthly, yearly)

  • Set pricing and activate the plan

2. Invoices Are Generated Automatically

  • For self-checkout clients: Invoices are auto-created at each billing cycle

  • For manual orders: The first invoice is created manually, then recurring invoices are automated

3. What Happens If Payment Fails?

  • The invoice stays Open.

  • No new order is created.

  • Both the client and the agency receive notifications.


Good to Know

  • Invoices repeat only if their status is Open or Paid

  • Errors in invoice creation are auto-fixed later, with backlog adjustments

  • First invoice timing matters!

    • Example: Order on June 1, manual invoice on June 3 → next order on July 1, next invoice on July 3

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