SaaS Invoicing System for Agencies

Agencies juggle multiple clients, projects, and payment cycles simultaneously. Most off-the-shelf invoicing tools are built for solo freelancers, not multi-client agencies that need to manage teams, track project progress, and chase payments across different gateways. The client needed a purpose-built invoicing platform that handles the full agency workflow from project creation to payment collection.

I designed the UX and developed a SaaS-based invoicing system on Bubble.io, built specifically for agencies managing multiple clients and projects.

Agency management where users can create and manage multiple agency profiles under one account

Client & project tracking with dedicated dashboards for each client, project timelines, and deliverable status

Invoice builder with customizable templates, line items, tax calculations, and branding options per agency

Automated reminders that send scheduled payment follow-ups to clients, reducing manual chasing

Multiple payment gateways integrated via Stripe and Square, giving clients flexible payment options

Client portal where clients can view invoices, track project progress, and make payments directly

Built on Bubble.io with Stripe and SquareUp integrations for payment processing. The UX was designed around the agency mental model: agencies at the top, clients nested underneath, projects within clients, and invoices tied to specific deliverables. This hierarchy keeps everything organized even when an agency is managing dozens of active clients.

The platform replaced a patchwork of spreadsheets, generic invoicing tools, and manual email reminders with a single system purpose-built for agency operations. Agencies can now onboard a new client, set up a project, send a branded invoice, and get paid without switching between tools.