PostVito bills you for your subscription, and it also helps you bill your clients. Per-client invoicing generates PDF invoices from the client’s record, so the money side of the relationship lives in the same place as the work.
Set up how you bill this client
Open the client and go to the Billing tab. Pick how you bill them:
- Monthly retainer — one fixed amount every month.
- Hourly / per unit — a rate multiplied by hours, or any unit you name, confirmed per invoice.
- Fixed project fee — one agreed amount per invoice.
- Manual line items — build each invoice line by line.
Set the rate, and set the email address invoices should go to. That’s separate from the approver email used for pack sign-off, so invoices can go to accounts while approvals go to the marketing contact.
Generate the invoice
Pick the month and generate. Monthly and fixed invoices are seeded from the rate you stored; hourly asks you to confirm the quantity; manual lets you compose the lines first.
Compose the lines before you generate — once an invoice exists, its lines are fixed. The actions available afterwards are Download, Send, mark Paid and Void.
Send it
Send the invoice to the client directly from the Billing tab. On Pro and Business the PDF carries your agency’s logo, colours and details, so the whole client-facing experience — sign-off, reports, invoices — is consistently yours. On Free and Starter it carries the PostVito mark.
A tidy monthly rhythm
The cleanest cadence pairs invoicing with the rest of the loop:
- The recurring pack generates and you review it.
- The client signs it off via the approval link.
- Posts publish to their channels.
- You generate and send the report.
- You generate and send the invoice for the month.
Note: Invoicing is about billing your clients and is separate from your own PostVito subscription, which is charged to you on your plan. Your image-credit usage doesn’t appear on client invoices unless you add it as a line item yourself.