629-253-4800 support@agorasuite.ai
Payments & Invoicing

Get Paid.
Without
the Chase.

Sending invoices is easy. Getting them paid quickly is the hard part. Agora's payments and invoicing system lets you create proposals, collect e-signatures, send invoices, take online payments, and automate every follow-up — all from inside your CRM, connected to your pipeline.

See It in ActionHow It Works
Replaces:FreshBooksDocuSignInvoice NinjaDubsado
Agora Suite — Payments & Invoicing
$0Manual Follow-Up Needed
InstantPayment Notifications
100%Pipeline Connected
The Problem

Fragmented Tools Create Fragmented Results.

You're Chasing Invoices Instead of Clients

Every overdue invoice you're following up on manually is time you're not spending on revenue-generating work. Most businesses lose 10–15 hours per month to invoice follow-up that should be handled automatically.

Your Invoicing Tool Doesn't Know About Your Sales Pipeline

When a client pays in FreshBooks, does your CRM update? Does an onboarding workflow fire? For most businesses, the answer is no — payment and pipeline live in separate worlds that never communicate.

Proposals Go Out and Go Silent

Without tracking, you don't know if your proposal was opened. Without automation, you're manually following up. Without integration, a signed proposal doesn't trigger the next step. Every gap is a deal at risk.

E-Signatures Require Yet Another Platform

DocuSign costs $10–$40/month per user for a feature that should be native to any business platform. Adding a separate tool for signatures means another login, another integration, and another place for deals to fall through the cracks.

How It Works

Simple Steps.
Powerful Results.

1

Send a Proposal or Invoice

Create branded proposals with line items, payment terms, and an e-signature field — directly from your CRM contact record. Send via email in one click. Track opens, views, and time spent on each section in real time.

2

Client Takes Action

Your client opens the proposal, reviews it, signs electronically, and pays their deposit — all from a single link, on any device, without creating an account or downloading anything.

3

Agora Handles the Rest

Payment received fires a confirmation, advances the deal in your pipeline, and triggers your onboarding workflow — automatically. Overdue invoices trigger a follow-up sequence without anyone on your team doing anything.

Feature Deep Dive

Built to Work With Everything Else.

Every capability is natively connected to the rest of your Agora platform — so the whole is always greater than the sum of its parts.

Proposals & Estimates

Build Your Close

Branded proposals with your logo, service descriptions, line items, and payment terms — built inside Agora and sent directly from your CRM contact record. Track when each section is viewed so you know when to follow up.

  • Branded proposal templates with your logo and colors
  • Line items, packages, and optional add-ons
  • Built-in e-signature collection — no DocuSign needed
  • Real-time open and view tracking per section
  • Accept payment directly on the proposal page
Online Payments & Deposits

Get Paid Faster

Accept credit cards, ACH transfers, and digital payments directly through Agora — connected to your pipeline and CRM. Collect deposits at booking, split payments across milestones, or run recurring billing for retainers and memberships.

  • Credit card, ACH, and digital payment processing
  • Deposit collection at time of booking or proposal
  • Milestone-based payment schedules for larger projects
  • Recurring billing for retainers, subscriptions, and memberships
  • Payment received automatically logged to CRM contact
Automated Invoice Follow-Up

Stop Chasing. Start Collecting.

Overdue invoices don't need a human to chase them. Agora fires automated payment reminder sequences at 1 day, 3 days, 7 days, and beyond — personalized to the client and the invoice amount. Most clients see their average payment time drop by 60% within 30 days of enabling automations.

  • Automated reminder sequences for unpaid invoices
  • Escalating urgency — each message is firmer than the last
  • Failed payment recovery sequences for recurring subscriptions
  • Notify your team when an invoice crosses X days overdue
  • Stop sequences automatically when payment is received
Stop Chasing. Start Collecting.
The Integration Advantage

Not Another Tool.
One Connected System.

Standalone tools create data islands. Agora connects every feature to every other — so actions in one tool automatically drive outcomes across the rest of your business.

CRM & Pipeline

Invoice sent, viewed, and paid all update the deal record and pipeline stage — no manual logging.

Always Connected

Workflow Automations

Payment received triggers onboarding. Overdue fires follow-up. Declined payment fires recovery — all automatically.

Always Connected

Calendar Scheduling

Collect a deposit when a client books an appointment — payment required before the slot is confirmed.

Always Connected

Email & SMS

All invoice and proposal communications go through Agora's email and SMS — tracked and logged to the contact.

Always Connected

Pipeline Manager

Proposal signed and paid = deal closed. Agora advances the stage and triggers post-close workflows automatically.

Always Connected

Reporting

Track invoice volume, average collection time, outstanding balances, and revenue by client — all in your dashboard.

Always Connected
How We Stack Up

Agora vs. Standalone Tools.

FeatureHoneyBookFreshBooksDocuSign
Send branded proposals✓✓✓✗
Collect e-signatures✓✓✗✓
Recurring billing✓Limited✓✗
Deposit collection at booking✓✓✗✗
Native CRM integration✓✗✗✗
Pipeline updates on payment✓✗✗✗
Payment triggers automation✓✗✗✗
Platform fee on transactions0%3%VariesN/A
Included in platform subscription✓$16+/mo$17+/mo$15+/mo

FreshBooks starts at $17/month — without CRM integration or pipeline automation. DocuSign adds another $10–$40/user/month for e-signatures alone. Agora includes proposals, e-signatures, payments, and automated follow-up in every plan.

Frequently Asked Questions

Before You Book a Demo,
Read This.

Straight answers to the questions every business owner asks before making a platform decision.

Yes. Agora lets you require full payment or a deposit before a booking slot is confirmed — preventing no-shows from uncommitted prospects. Payments are processed natively and logged to the contact record automatically.

Yes. Agora includes native e-signature collection on proposals and contracts. Clients sign directly on the proposal page without needing a DocuSign account. Signed documents are stored in the contact record and trigger your post-signature workflows automatically.

Yes. You configure reminder sequences by day — 1 day overdue, 3 days, 7 days — each with custom messaging and escalating urgency. Sequences stop automatically when payment is received. Most clients reduce their average collection time significantly within the first month.

Yes. Agora supports recurring billing on monthly, quarterly, and annual schedules — for retainer clients, subscription services, or membership programs. Failed payment recovery sequences fire automatically if a charge doesn't go through.

Yes. Payment processing capabilities are included in every Agora plan. Standard payment processing fees (Stripe/credit card rates) apply — Agora charges no additional platform fees on top of those.

CLOSE YOUR DEALS
AND GET PAID.
AUTOMATICALLY.

Stop losing revenue to slow payments and manual follow-up. Agora handles the full billing cycle — from proposal to payment — so you can focus on delivering great work.

Schedule a Free Demo View Pricing
Everything in One Platform

Explore More Features.

Payments & Invoicing is one of 18 fully integrated tools inside Agora Suite. Every feature connects to every other — so your entire business runs as one system.

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Workflows & Automations

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Pipeline Manager

Track every deal, visualize stages, and close more sales with a pipeline built for clarity and control.

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See all 18 features →