Updated March 1, 2026
Import your existing client list or add new ones manually. Assign each client to a specific billing schedule. You can choose to have invoices sent for manual approval first or set them to 'auto-pilot' for long-term partners.
The system will then begin the automated cycle of notification and collection.
Yes, our recommended billing systems are designed for the global economy. They support multiple currencies and automatically calculate the correct tax rates (such as VAT or GST) based on the client's location. This is essential for SEO agencies that work with international brands, as it ensures compliance with local financial regulations without requiring you to be an expert in global tax law.
The software handles the currency conversion and provides clear reporting in your home currency for easier accounting.
In our experience, migrating to an automated billing system is a straightforward process that typically takes a few days of focused effort. Most platforms allow you to bulk-import your client data via CSV files. The most time-consuming part is usually setting up your recurring schedules for the first time.
However, the long-term time savings far outweigh this initial investment. We recommend a phased approach: start by onboarding your newest clients to the system while gradually transitioning your existing retainer clients over one or two billing cycles.