Invoicing for agencies, linked to the contract
Create invoices against the client and contract they bill for, download them as PDF, track every payment, and see what each client is actually worth once expenses and team time are taken off.
An invoicing app does not know what the work cost you.
When invoices live in a separate tool, the question "is this client profitable?" means exporting from three places and lining them up by hand.
Mono keeps invoices, expenses and logged time on the same client and contract records, so revenue, cost and outstanding money are reported together.
Invoices, payments and profitability in one place
Invoices tied to client and contract
Link each invoice to a client and, if you like, the contract it bills for. Each line has a quantity, unit price and tax rate; add a discount to the invoice and the totals are worked out for you, with invoice numbers issued in order.
PDF with your branding
Download any invoice as a PDF with your own logo, showing the contract it relates to when one is linked.
Statuses that keep themselves current
Invoices move from draft to sent to paid. A sent invoice past its due date is marked overdue automatically every night, and part payments are recorded with the amount received.
Six currencies
Invoice in USD, EUR, GBP, SAR, AED or EGP. Totals are reported per currency, never silently converted.
Expenses on the same records
Record expenses by category, optionally linked to a client, contract or board, and export them to a spreadsheet (CSV).
Finance dashboard and client ROI
See invoiced, collected, outstanding and overdue amounts, an aging breakdown and monthly revenue. Per-client ROI subtracts expenses and labour cost — logged time at each member's hourly rate — from what was collected.
From a finished month to a paid invoice
A consultancy finishes a month of work for a client in the UK and bills in pounds. The finance lead creates an invoice linked to the client and the contract, adds the line items with a quantity, unit price and tax rate, and applies a discount to the invoice. Mono works out the totals and gives the invoice the next number in sequence.
They download the PDF, which carries the consultancy's logo and shows the contract it relates to, send it to the client and mark the invoice as sent. The client pays half on time; the payment is recorded with the amount received, and the invoice shows as part paid.
When the due date passes without the rest, the nightly check marks the invoice overdue, and it appears in the overdue figure and the aging breakdown on the finance dashboard.
The money owed, the money collected and the client it came from sit on the same records as the work, so nothing has to be matched up by hand.
What Mono's invoicing does, and what it leaves to you
How client ROI is worked out
Client ROI starts from what the client has paid you. It then subtracts the expenses recorded against that client and the cost of your team's time: logged hours multiplied by each member's hourly rate.
Expenses count when they are linked to the client or to one of its contracts, and time counts because it is logged against the client's tasks, so the figure comes from records you already keep rather than from a separate spreadsheet.
Set an hourly rate for everyone who logs time: a member without one counts as zero cost, and the report shows how many rates are missing.
Currencies, kept separate
You can invoice in US dollars, euros, British pounds, Saudi riyals, UAE dirhams and Egyptian pounds. Totals are reported per currency and never converted, so no dashboard figure is skewed by an exchange rate.
What you still do yourself
Mono does not create invoices from tracked time, and it does not take payments. You type the line items, using the Timesheet export to see the hours to bill, and you record payments as they arrive.
If invoices made straight from timesheets, or online card payments, are essential for you, a dedicated time-billing tool may suit you better today.
From invoice to paid
Create the invoice
Pick the client and contract, add line items, tax and any discount.
Send it your way
Download the PDF and send it to your client, then mark the invoice as sent.
Record payment
Mark it paid or partly paid as money arrives. Anything late is flagged overdue on its own.
Part of one workspace
Each piece reads the same client, contract and task records, so delivery and billing never drift into separate systems.
Time tracking
A timer and weekly timesheet where every hour is logged against a task — and so against a client contract.
Client management
Client records with contacts, notes, reminders and contracts — and an early warning before a contract expires.
Project boards tied to contracts
Kanban and scrum boards that belong to a client contract, so every task carries its scope, deadline and day allowance.
Frequently asked questions
Invoicing, expenses and the finance dashboard are part of the Pro plan. Boards, clients, contracts and time tracking are on every plan.
No. Mono does not process payments. You send the invoice PDF and record payments in Mono as they arrive, including part payments.
Not automatically. You type the line items on the invoice. Logged time feeds contract effort and Client ROI, and the Timesheet export gives you the hours to bill.
Every night Mono marks sent invoices that are past their due date as overdue. They show in the overdue total and the aging breakdown on the finance dashboard.
Owners, managers and the finance role. Team leads and members do not see invoices, clients, contracts or finance reports.
See what each client is really worth.
Invoices, expenses and team time on the same records. Start free, and move to Pro when you are ready to bill from Mono.