Follow your monthly services
Create recurring invoices for social media, maintenance, hosting and consulting. Active services generate their invoices when the next period arrives.
Agency invoicing and client billing More clients. The same clear view of your work.
From project quotes and monthly service invoices to client notes and collections, keep your agency’s daily records organized together.
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Different clients. One organized workspace.
A quote waiting for approval, a hosting renewal and a payment still due. Defter Pro brings these records into the client’s account, so you spend less time searching through separate files.
Keep the quote you already wrote
Turn a sent or accepted quote into an invoice. Keep its line items, amounts and currency within the same flow.
Keep client information close
Link conversations and to-dos to the relevant contact. Organize repeat work with hosting, domain and meeting templates.
Give clients a view of their account
With Pro, share selected contact information as read-only. Clients can view documents and payment status through their own Defter Pro account.
Agency types
From digital agencies to production companies, one way of working.
Whatever your client count or service model, quotes, monthly service invoices, client accounts and collections stay in the same workspace.
Digital marketing agencies
Bill SEO, paid media and performance services on monthly retainers. See in analytics how much revenue each client brings in.
Advertising and creative agencies
Break campaigns and creative projects into itemized quotes. Turn an approved quote into an invoice in one step.
Social media agencies
Set up account management packages as recurring services. Each period’s invoice is created automatically and your collection calendar stays clear.
Web design and software agencies
Keep project, hosting, domain and maintenance fees in the same client account. Never miss a renewal period.
PR and communications agencies
Track retainers and project work separately. Attach meeting notes and tasks to the right client.
Production and event agencies
Make shoot and event budgets clear in the quote. See supplier payments and client collections together in your cash flow.
From a new client to ongoing work.
Create the client record
Add contact and financial details. Link the meeting note and first task to the same contact.
Organize the work and its documents
Share the quote and convert it into an invoice. Set up a recurring service for ongoing work.
Keep the next step in view
Plan your day around outstanding balances, upcoming periods and task deadlines.
Frequently asked questions
Can monthly retainer invoices be created automatically?
Yes. Set a daily, weekly, monthly or yearly interval for services such as social media management, maintenance, hosting or consulting. Active services generate their invoices automatically when the period arrives.
Can I manage several companies from one account?
Yes, on the Pro plan. Manage separate companies under one user account and switch the active company to work in its clients, documents and accounts. The free plan includes 1 company; Pro purchases open soon.
Can my clients see their own account status?
With Pro’s account sharing, you share selected documents and account information as read-only. Your client views them for free from their own Defter Pro account and cannot change your records.
How do I track my agency’s collections and cash flow?
The overview shows total receivables, payables and your net position. Cash-flow analytics project ahead from your recorded transactions and upcoming due dates, and you can send payment reminders for overdue invoices.
Can I give team members separate permissions?
No. The current version does not include multi-user team permissions. You use your own account across devices. Planned Pro read-only client sharing is different from team membership, and Pro purchasing is not open yet.
Know what is included
Free forever
Defter Free is free forever. Invoices, quotes and recurring invoices are unlimited, with 10 active contacts, 1 company, your reporting currency and 1 foreign currency.
Pro · Coming soon
Pro purchasing is not open yet. Unlimited contacts, multiple companies, unlimited currencies and read-only client account sharing are part of Pro.
Start with your first client record.
Add a contact and send a quote; the invoice, follow-up and payments stay in one place.