Automated Monthly Retainers
Set recurring monthly retainer contracts once. Invoices generate automatically on your chosen date with customized service descriptions and payment terms.
Cross-Border Agency Billing
Seamlessly invoice overseas clients with automatic GST zero-rating under LUT Rule 96A, multi-currency live conversions, and foreign wire details (IBAN/SWIFT).
Client Portfolio Management
Maintain detailed records across dozens of clients, track lifetime billed amounts, monitor overdue receivables, and send polite automated payment nudges.
Scale Your Agency Revenue, Not Your Billing Overhead
Running an agency means balancing client deliverables, talent payroll, and client communications. Administrative friction in billing eats up valuable billable hours.
- ✓ Custom Branding: Deliver sleek, branded PDFs that elevate your agency's professional polish.
- ✓ Milestone Scopes: Bill 50% on project kickoff and remaining 50% on client acceptance.
- ✓ Tax Accuracy: Automated SAC code mapping (998311 for IT consultancy, 998314 for design).
- ✓ FIRC & e-BRC Readiness: Every export invoice ready for outward remittance compliance.
Frequently Asked Questions for Agencies
Can we manage multiple brands or agency subsidiaries?
Yes. You can manage multiple business profiles, each with its own logo, currency, address, and bank disbursement information.
Do client invoices include payment links?
Yes. You can embed international wire instructions, Stripe payment links, or domestic UPI QR codes directly onto the invoice PDF and client view.
How are hourly vs fixed-fee contracts billed?
Cod Xpert supports both hourly rate line items with quantity hours worked, as well as fixed milestone or monthly retainer packages.
Are export remittances documented for bank e-BRC?
Yes. All necessary fields (FIRC number, realized currency, RBI reference rate) are captured for your CA and Authorized Dealer bank.
Agency Cash Flow & Retainer Billing Framework
Automated Monthly Retainers
Set up recurring retainer agreements that dispatch on the 1st of every month automatically via our Recurring Invoices Module. Lock in currency exchange rates and include itemized deliverable checklists.
Milestone & Deliverable Sign-Off
For fixed-fee design, development, or performance campaigns, convert accepted client estimates using Quotation to Invoicing. Trigger milestone invoices upon completion of wireframes, beta deployment, or final delivery.
Global Currency Realization
Bill foreign clients in USD, EUR, GBP, or AED while tracking your domestic INR realization through our Multi-Currency Engine. Monitor realized forex variance between invoice dispatch and wire receipt.
Statutory Compliance & GST Management for Digital Agencies
Whether delivering SEO, UI/UX, software development, or media buying services, Indian agencies face strict compliance requirements when serving overseas clients.
Rule 96A Zero-Rated Export Invoicing
Under Indian GST law, digital and IT services exported to clients outside India qualify as zero-rated supplies under Section 16 of the IGST Act. Cod Xpert automatically stamps the required statutory Letter of Undertaking (LUT) declaration onto every invoice, preventing 18% tax blockage.
Learn How to Export Agency Services Under GST LUT →e-BRC & Foreign Inward Remittance Reconciliation
Inward remittances received via international wire or payment processors (Stripe, Wise, Payoneer) must be documented with an Authorized Dealer bank to close your export obligations. Track all inward remittances and maintain flawless records for DGFT e-BRC certification.
Read the Complete Agency FIRC & e-BRC Guide →Frequently Asked Questions for Agencies
Can our agency bill clients in multiple foreign currencies?
Yes. You can invoice client A in US Dollars ($ USD), client B in British Pounds (£ GBP), and client C in UAE Dirhams (AED). Each invoice preserves live exchange rates and INR benchmarks.
How does Cod Xpert prevent agency invoices from landing in spam?
You can configure your agency's verified custom domain SMTP credentials (Google Workspace, Microsoft 365, or Amazon SES). Emails come directly from billing@youragency.com, ensuring 100% primary inbox deliverability.
Can our Chartered Accountant export data for GSTR-1?
Yes. Cod Xpert generates pre-formatted CSV and Excel spreadsheets tailored for GSTR-1 Table 6A (Export Invoices) and Table 4B (Domestic B2B Invoices) with zero manual reformatting required.
Can we pass through contractor or third-party ad expenses to clients?
Yes. Use our item catalog and expense tracking features to itemize out-of-pocket ad spend, software licenses, or freelance developer costs directly on client billing schedules.
Related Invoicing Solutions & Agency Resources
Modernize Your Agency Invoicing Today
Zero setup fees. Free trial with complete feature access.
Sign Up for Free