Quick Start
Professional invoicing for freelancers and small businesses — with AI built in
AgentInvoice is invoicing software built for the way people actually work today. Create and send professional invoices, accept online payments, and manage your entire billing operation — including with Claude as your AI billing assistant.
Start here
Use Claude to manage your billing is the fastest way to get value from AgentInvoice. Connect Claude once and you can create invoices, check what's overdue, set up recurring schedules, and turn meeting transcripts into estimates — all by just describing what you need. If you use Claude, start here.
Otherwise, the manual path takes just a few minutes:
- Set up your company — Add your logo and company details so every invoice looks professional from day one.
- Connect a payment method — Link Stripe or Spiffy so clients can pay directly from the invoice. Supports cards, ACH, Klarna, and more.
- Send your first invoice — Step-by-step: add a client, create an invoice, finalize, and send.
What AgentInvoice does
Invoicing — Create invoices with line items, tax, due dates, and notes. Send by email with a payment link attached. Track status from draft through to paid.
Estimates — Send quotes before committing to work. Clients accept or decline, and accepted estimates convert to invoices in one click.
Getting paid — Accept cards, ACH, bank transfers, Klarna, and more via Stripe. Or use Spiffy. Or record cash and check payments manually — whatever works for your clients.
Recurring billing — Set up schedules for retainer clients and AgentInvoice generates invoices automatically. (Pro)
Payment reminders — Automated follow-up emails go out before and after the due date so you don't have to chase. (Pro)
Client portal — Every client gets a private page to view all their invoices and pay outstanding balances — no account or password needed.
AI billing via Claude — Connect Claude and manage everything by conversation. Works with Claude.ai, Claude Desktop, Cursor, and Windsurf.