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For agencies

Billing for agencies with more than one person sending invoices

Estimates that turn into invoices, retainers that bill themselves into drafts, branded documents, and a team where the people who send invoices are not the people who move money.

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Recurring profile: illustrative example. Each period arrives as a draft for you to check. Northline Studio is a fictional business; none of these figures are real.

What you need done

Three jobs, and what MetroPay does about each

Every card ends with what the product does not do, so nothing here is a surprise after you sign up.

  • Billing retainers on the first of the month

    The problem
    Six retainers, six invoices, and the first of the month is also the day three projects kick off. One always goes out on the ninth.
    What MetroPay does
    A recurring profile per retainer raises each period as a draft on the day. Review and send, or switch automatic sending on when you trust it.
    What it does not do
    It does not charge a saved card. Each invoice has its own page the client pays from.

  • Turning the proposal into the invoice

    The problem
    The estimate was accepted over email in March. In June someone rebuilds it as an invoice from memory and gets a line wrong.
    What MetroPay does
    With the estimates module on, the client accepts from a signed link and the accepted estimate converts to a draft invoice with the same lines.
    What it does not do
    The module is optional and off until an owner switches it on. It does not write contracts.

  • Letting account managers send invoices without the keys to the bank

    The problem
    Everyone uses the owner's login, so anyone can void an invoice or change the bank details, and nobody can say who did.
    What MetroPay does
    Staff create, edit and send. The accountant records money. Owners and admins change settings. Settings changes are logged by name.
    What it does not do
    There are four roles, not a custom permission builder, and every role sees the dashboard numbers.

How it works

How agencies use MetroPay

  1. Set up the workspace once

    Logo, letterhead, numbering, tax rates and the team with their roles.

  2. Quote, then convert

    Estimates go out for a decision; accepted ones become draft invoices without retyping.

  3. Put retainers on a schedule

    Each period arrives as a draft, numbered in your sequence, on the day.

  4. Read the receivables, not the inbox

    The dashboard shows what is outstanding, how late, and who owes it, for everyone on the team.

The features that matter here

Built from the same product everyone gets

Every workspace has every feature. These are the ones this kind of business reaches for first.

  • Estimates

    Quote the work, let the customer accept online, and turn the approved estimate into an invoice. An optional module you switch on per workspace.

    Optional module

  • Recurring invoices

    Bill retainers and repeat work on a schedule. Each period arrives as a draft you review; sending automatically is off until you turn it on.

    Off until you turn it on

  • Team permissions

    Owner, Admin, Accountant and Staff roles keep money actions with the people who should have them.

  • Invoice templates

    Seven PDF templates, your logo and letterhead, your own numbering, and custom fields, so every document looks like yours.

  • Reporting

    Receivables aging, sales by customer, sales by item, and payments received. What you are owed, and who owes it.

Questions from agencies

Give the whole team one place to bill from

Free to use today. Invite the team, set the roles, and put the first retainer on a schedule.

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