Proposal and estimate control
- Send structured commercial proposals
- Track acceptance and revisions
- Convert approved scopes into billing workflows
Industry Solution
Betta Billing for Web Development Agencies
Manage proposal approvals, milestone invoicing, retainers, and client records from a single commercial and finance workspace.
Proposal-to-project flow
Milestone invoices
Retainer renewals
Project scopeKeep approved scope tied to billing stages.
Milestone cash flowInvoice by delivery checkpoint without confusion.
Retainer continuityRenew monthly support work with clear records.
Why it fits agencies
Keep sales, delivery, and billing aligned across project and retainer clients.
Milestone + recurring billing
- Invoice by milestone for project delivery
- Automate recurring retainer invoices
- Track partial and overdue balances
Client profile depth
- Store contacts, notes, contracts, files
- Track invoices, payments, subscriptions, statements
- Centralize client account history
Project and task visibility
- Use tasks in Kanban mode
- Align work progression with billing milestones
- Improve delivery accountability
Communication transparency
- Invoice activity log timeline
- Tracked email sent/open visibility
- Reliable follow-up workflows
Agency governance controls
- Role-based permissions and templates
- Tax, currencies, payment modes
- Custom fields, modules, GDPR controls
Agency workflows
Core workflows for project and retainer models.
New project onboarding
Move lead to proposal, estimate, contract, and first invoice without context switching.
Monthly support retainers
Automate recurring invoices and keep support account context visible for renewals.
Collections management
Track payment statuses, reminders, and communication history for stronger cash discipline.
For Web Agencies
Run proposal-to-payment workflows with better visibility.
Start free and configure your backend onboarding and subscription flow.