Invoicing your clients

Foan has a built-in invoicing surface so you don't need a second tool for setup fees, monthly retainers, or bespoke work. Find it at /dashboard/agency/invoices.

How it works

You create the invoice, we send a styled HTML email to your client, and we track the status (draft → sent → paid / void / overdue). v1 doesn't process payment — you drop in whatever payment URL you want (Stripe payment link, bank transfer note, your own gateway). The "Pay now" button in the email goes to that URL.

This is deliberate. v1 ships fast and works for everyone; v2 will add Stripe Hosted Invoice Page so payment lands directly in your account.

Creating an invoice

Click + New invoice. The modal asks for:

• Client name + email (required)
• Company (optional, but printed on the invoice)
• Linked workspace — pick one of your client workspaces. Optional, but useful for filtering invoices later.
• Issue date + due date
• Currency — GBP, EUR, or USD
• Line items — description, quantity, unit price. Add as many as you need.
• Tax / VAT rate — defaults to 0. Set 20 for UK VAT, 19 for German, etc.
• Payment link — the URL the "Pay now" button points to. Stripe payment links are the cleanest for clients, but a bank-transfer instructions note in the body works too.
• Notes / footer — bank details, thank-you, terms.

Save as draft to come back later, or "Send invoice" to email it now.

What the invoice email looks like

A clean branded HTML email with:

• Your agency name + logo at the top
• Invoice number (auto-incremented per agency, e.g. INV-0042)
• Issued + due dates
• Total, large
• Line items table with descriptions, quantities, totals
• Subtotal, tax, total
• "Pay now" button if a payment link is set
• Notes / footer
• Reply-to set to your support email

Lifecycle

• Draft — only you can see it. Edit, send, or delete.
• Sent — emailed to client. From here you can re-send (same email goes out again), mark paid, or void.
• Paid — manual flag for now. Set this when the money lands.
• Overdue — manual flag for invoices past due date. v2 will auto-promote.
• Void — cancellation. Stops the invoice counting toward MRR / outstanding totals.

Tip: use it for setup fees

Danny Harris's playbook charges £400-£500 setup on top of the recurring retainer (see the pricing tactics lesson). Setup fees keep the headline price low while paying for the first ad cycle. Drop a Stripe payment link, send the invoice, and you've banked the setup before you've connected the agent.