Invoicing API for Digital Agencies
Milestone completed = invoice issued automatically
Invoice your projects directly from your CRM or project management tool. When you mark a milestone as completed, the invoice is issued and sent to the client with no manual intervention.
Why automate invoicing at your agency?
Digital agencies manage multiple projects with milestone-based billing, advances and deliverables. Administrative complexity can consume more time than creative work.
Milestone and deliverable billing
Your projects are billed in phases: advance, intermediate deliverables, final. Each milestone requires a separate invoice. Doing it manually causes delays and amount errors.
Time wasted on admin
Each manual invoice takes 10-20 minutes: opening the invoicing tool, copying project data, calculating amounts, generating a PDF, sending it by email. With 50 invoices a month, that's 10+ wasted hours.
Collaborators and subcontracting
If you subcontract freelancers or have external collaborators, you need to invoice the end client for the full amount and receive invoices from your collaborators. Coordinating this manually is complex and prone to oversights.
Compliance for recurring projects
Monthly maintenance contracts, retainers or recurring services require issuing invoices every month. Without automation, someone has to remember and do it. With the API, it's a cron job.
Operational scalability
Growing from 5 to 20 active clients exponentially increases admin overhead. Hiring an admin isn't efficient if you can automate. The API lets you scale without increasing headcount.
Real-time financial visibility
You need to know how much you've invoiced this month, which projects have outstanding payments, and project revenue. If your invoices are scattered across PDFs and emails, it's impossible. With the API, all data is centralized and queryable.
How to integrate the API with your workflow
Connect your CRM or project manager (Notion, ClickUp, Monday, Asana, custom) with the BeeL. API.
Define milestones and prices in your CRM/project manager
When creating a project, you set the billable milestones: 30% advance, 30% prototype, 40% final delivery. Each milestone has an associated amount.
- Your CRM stores BeeL.'s client_id for each client
- Each milestone has a price field and status (pending, completed)
- You store project_id for traceability
Team marks milestone as completed
When the team finishes a deliverable, they mark the corresponding milestone as 'completed' in your management tool. This change triggers a webhook or automation.
- Event: milestone_completed in your CRM
- Webhook fires with milestone data
- Includes client_id, amount, milestone description
Webhook calls POST /invoices automatically
Your system receives the milestone completed event and makes an API call to BeeL. with the milestone data. You use milestone_id as X-Idempotency-Key to prevent duplicates.
- You send client_id, line items (milestone description), amount
- BeeL. generates the invoice with automatic numbering
- You receive invoice_id and PDF in the response
Client receives invoice by email automatically
BeeL. sends the invoice PDF to the client's email with no intervention. The client receives it seconds after the team marks the milestone as completed.
- Professional email with your logo and branding
- PDF complies with VeriFactu and AEAT regulations
- Client can pay directly if you include a payment link
Update project and billing status
With the invoice issued, your CRM can update the project status to 'awaiting payment' or whatever applies. You have full visibility of the project's financial status.
- You store invoice_id in your CRM linked to the milestone
- Dashboard shows pending vs collected invoices
- Financial reports updated in real time
Specific advantages for agencies
You don't just automate — you optimize the entire flow from sale to collection.
From milestone to invoice in seconds
Cut the time between completing work and invoicing from hours/days to seconds. Improve your cash flow by collecting faster and reduce overdue receivables.
Zero human errors
Forget incorrect amounts, wrong clients or duplicate invoices. The API uses your CRM data directly, eliminating error-prone manual copy-paste.
Automated recurring billing
For retainers or monthly services, schedule a cron job that calls the API on the 1st of each month. Your clients receive their invoice without anyone remembering to do it.
Integration with your full stack
BeeL. integrates with your CRM, time/project tool and accounting. Build an end-to-end flow from sale to monthly accounting close.
Frequently asked questions for agencies
Can I invoice hours worked instead of fixed milestones?
Yes. If you bill by the hour, your time-tracking tool (Toggl, Harvest, Clockify) can calculate the monthly total and send the data to the API. You send invoice line items with 'X hours at Y €/hour' and BeeL. generates the invoice automatically.
How do I handle invoices with multiple line items (design + development + hosting)?
When calling POST /invoices, you send an array of line items. Each line has a description, quantity, unit price and VAT. BeeL. automatically calculates the total with the correct VAT breakdown. You can send 1 or 100 lines with no problem.
Can I apply discounts or bonuses?
Yes. You can include lines with a negative amount to represent discounts, or simply calculate the final discounted price before sending it to the API. BeeL. issues the invoice with whatever amount you send.
What if I have clients outside Spain (intra-community)?
BeeL. supports intra-community invoicing. When creating the client, you specify whether they're intra-community and their VAT number. The API generates invoices with 0% VAT and a reverse charge mention per EU regulations.
Can I integrate BeeL. with Notion or ClickUp?
Yes, through automations with Make (Integromat), Zapier or n8n. When you update a field in Notion/ClickUp (e.g., milestone status to 'completed'), the automation reads the data and calls the BeeL. API. No coding needed — it's visual configuration.
Ready to automate your invoicing?
Integrate BeeL.'s API and start invoicing in minutes.