Quotes and invoices for South African agencies
Manage customer quotes, invoices, payments, agreements, reusable services, and team access in one account, without forcing your team into full accounting software.
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Why agencies need organized quote-to-payment workflows
An agency's billing is messier than a solo freelancer's by nature: multiple customers, multiple projects per customer, retainers running alongside once-off work, and more than one person creating documents. When quotes live in one person's Google Drive and invoices in another's inbox, the agency's revenue picture lives nowhere.
The symptoms are familiar: a project that started before the quote was formally accepted, a retainer invoice that went out late because the person who usually sends it was on leave, and a month-end scramble to figure out which customers still owe.
MyEasy Invoice gives the whole team one shared place for customer documents: who quoted what, what was accepted, what was invoiced, and what has been paid.
Quote new customer work professionally
Whether it is a website build, a rebrand, or a three-month campaign, build the quote from your agency's reusable line items (strategy, design, development, media) so pricing stays consistent across the team. Every quote carries the agency's logo and details and gets a proper number.
Customers receive a secure link and can accept or decline the quote online, and the response is visible to the team in your account, not just whoever sent the email. See how online quote acceptance works in detail.
Convert accepted quotes into invoices
An accepted quote converts into an invoice in one click, with every line item intact. The scope the customer accepted is the scope on the invoice, which is exactly the paper trail you want when a customer's finance team queries a line.
Retainer customers are just as quick: saved customer details and reusable items mean each month's invoice takes minutes and looks identical to last month's, no matter who raises it. Our invoice software page covers the invoicing side in full.
Record payments and unpaid customer work
Record payments manually in Rand against each invoice and the outstanding balance updates, including deposits on project work. Paid, unpaid, and overdue invoices are visible across all customers, so payment follow-up is a five-minute check instead of a spreadsheet reconciliation.
When a customer asks "what's outstanding on our account?", anyone on the team can answer from the customer's record: every invoice, every payment, current balance.
Keep customer and document history organized
Each customer record holds the working relationship: quotes sent and their outcomes, invoices raised, payments received, and agreements where used. New team members can pick up an account without archaeology, and pricing a customer's next project starts from what was actually quoted and paid before, not from memory.
See the dedicated customer management feature page for how those records support quotes, invoices, payments, and agreements.
Built for teams, without the overhead
Plans include team members with role-based access, so the right people can create and send documents while access stays controlled. Team member limits depend on your plan. Check the pricing section for current limits.
There is no accounting knowledge required to use it: if someone can write an email, they can send a quote. Bookkeeping and payroll stay wherever they live today.
How it works
From pitch to payment, visible to the whole team
- Quote new work from reusable line items with consistent agency branding
- Customers accept or decline online, and the outcome is recorded for the team
- Accepted quotes convert to invoices in one click, and retainers are raised in minutes
- Payments are recorded in Rand, with outstanding balances visible per customer
FAQ
Agency invoicing questions
Can more than one person in the agency use it?
Yes. Plans include team members with role-based access, so an account manager can send quotes while someone else manages invoicing. Team member limits depend on your plan.
Can we standardize how our quotes look?
Yes. Reusable line items with your standard services and prices, plus your logo and agency details on every document, keep quotes consistent no matter who on the team creates them.
How do we handle monthly retainer customers?
Customer details and line items are saved, so each month's retainer invoice is raised in minutes with consistent numbering, without rebuilding documents from last month's file.
Can customers approve quotes without an account?
Yes. Customers get a secure link by email and can view, accept, or decline the quote from any device. The response is recorded against the quote for the whole team to see.
Can we see which customers still owe us?
Yes. Payments are recorded in Rand against each invoice, and paid, unpaid, and overdue balances are visible at a glance across all customers.
Can our invoices show VAT?
Yes. If the agency is VAT-registered, add your VAT number and tax rates and documents display VAT clearly. Confirm your requirements with your accountant.
Does this replace our accounting system?
No. MyEasy Invoice handles the customer-facing side: quotes, invoices, customers, payments, and agreements. Bookkeeping, payroll, and bank reconciliation stay with your accountant or accounting package.
What does it cost?
Every plan starts with a 14-day free trial, priced in Rand, with no credit card required to start.
Put your agency's customer documents in one place
Start your 14-day free trial, bring your team in, and send your first quote or invoice today. No credit card required.