Margot
Sales assistant
“I prepare your deposit invoices and chase late payments with a message tailored to the client and the delay.”
- Deposit invoices
- Late payment follow-ups
- Tailored to the delay
Invoicing software for freelancers, agencies and SMEs
Invoicing software
that starts from the signed quote.
Copying the quote into another tool, tracking payments in a spreadsheet, chasing by hand: invoicing takes hours for work you have already sold. With Elevia, the invoice starts from the signed proposal, your client pays online, and Margot chases the ones who are late.
14-day free trial- No commitment
- No credit card required
Electronic invoicingCompatible solution
Data hosted in Europe
GDPR compliance
Encrypted dataIn transit and at rest
More than 50 users already trust Elevia
Why Elevia
Invoice, collect
and track every payment.
From signed quote to money in the bank, without switching tools.
Proposal · Atelier NovaWebsite redesign · €12,000 excl. tax
Signed by Camille Laurent
Margot prepares the depositDeposit invoice FA-2026-041Atelier Nova · Camille Laurent
30% deposit · Website redesign€3,600
VAT 20%€720
Total incl. tax€4,320
Legal mentions included
Deposit invoice FA-2026-041With the payment linkSendSent to Camille Laurent
Everything you need
Less admin, more cash collected
Your services ready to use
Keep your services and subscriptions in a catalog, and reuse them in your proposals and invoices without re-entry.
Clients all over the world
Invoice a client abroad without looking up the rules: taxes and mandatory mentions for European and international countries are applied for you.
Ready for the reform
Elevia is a Compatible Solution, connected to an Approved Platform: your invoices go out in electronic format and you receive your suppliers’ invoices. Everything about e-invoicing, and the rules in our guide to mandatory e-invoicing.
Fewer unpaid invoices
Every invoice shows its status, and Margot chases late payments with a message tailored to the client. She is one of your AI agents, alongside Levi and Basile.
Accounting export (coming soon)
Data ready to hand over to your accountant, without rebuilding a spreadsheet.
Your client knows where they stand
As soon as an invoice is paid online, its status updates in your client portal. A bank transfer or cash payment, you record yourself.
Marc Lefèvre
Director of a web agency
Your AI team
Invoiced, transmitted, collected,
and late payments chased for you.
Margot prepares your invoices and follows up on late payments with a message suited to each client. Levi tells you where your collections stand at any time.
Levi
Team lead
“Ask me which invoices are overdue: I answer and hand the follow-ups to Margot.”
- Invoice rundown
- Delegates follow-ups
- Sums up your day
Nothing goes out without your approval, for as long as you want.
Set each agent’s autonomy. Every action is logged.
Always askSensitive actionsAutonomous
One connected platform
Every capability
protects your cash flow
Payment
Get paid online
Card and direct debit through Stripe, bank transfer or cash: you choose, Elevia adapts.
F-2026-104 · Maison Lumen€2,880 incl. taxPendingPaid
CardCardDirect debitBank transferCash
Paid by card on October 30
What you gain
0 reminders to write
Margot chases late invoices with a message tailored to the client and the delay. You read it first if you prefer.
Margot
Reminders and follow-ups by Margot
Automatic reminders before the due date, then a follow-up tailored to the client when payment is late. It goes out from your address, and the reply lands in your multichannel inbox.
F-2026-092 · Café Brume8 days late
Hi Inès, invoice F-2026-092 is now overdue. Here is the link to pay it.
Sent from your address
Statuses
Payment statuses
Draft, sent, paid, overdue: clear on every invoice.
F-2026-118Studio OrmeDraft
F-2026-104Maison LumenSentPaid
F-2026-092Café BrumeOverdue
Deposits
Deposits and balances
Split payments into deposit, instalments and balance. Margot can prepare the deposit invoice for you.
Website redesign · €12,000 excl. tax
Deposit 30%€3,600Instalment 40%€4,800Balance 30%€3,600
Margot prepares the depositDue dates
Nothing slips through
Due dates and alerts show you late invoices as soon as they are late.
F-2026-089 · Studio OrmeDue: October 26
UpcomingOverdue · 1 day
1 overdue invoice
Collections
Payment tracking
What is paid, what is pending and what is late, at a glance.
Collected€18,400
Pending€6,200
Overdue€1,200
+ €2,880 collected today
Compare solutions
Why Elevia over standalone invoicing software?
Standalone invoicing software handles invoices well, but it knows nothing about your prospects or proposals. Elevia connects your CRM, proposals, projects and collections, and Margot handles the follow-ups.
| Elevia | Standalone invoicing software | |
|---|---|---|
| AI agents | Margot prepares invoices and chases late payments | Template-based reminders |
| E-invoicing | Compatible Solution, connected to an Approved Platform | Depends on the vendor |
| Link with CRM and proposals | Same data, from sale to invoice | Import or re-entry |
| Recurring billing | Built-in subscriptions | Often included |
| E-signature | Included in the proposal | Separate tool depending on the vendor |
| Multi-country taxes | Applied automatically | Varies by tool |
| Project tracking | With Suite or the Projects module | External tool |
| Client portal | Invoices, quotes and proposals | Depends on the tool |
| Pricing | Included from €29 ex. tax per month | One more subscription on top of your CRM |
Frequently asked questions
How is Elevia different from Pennylane or Indy?
Pennylane and Indy are accounting tools first: they handle invoices well, along with the link to your accountant. Elevia starts from the other end, the sale: the invoice comes from the signed proposal, stays linked to the client and the project, and Margot chases late payments. The accounting export is coming soon to hand your data over to your accountant.
Is Elevia compliant with the French e-invoicing reform?
Yes. Elevia is a Compatible Solution, connected to an Approved Platform: your invoices are transmitted in electronic format, and you receive your supplier invoices in Elevia. Since September 1, 2026, every French business must be able to receive e-invoices, and large and mid-sized companies must issue them. Issuing becomes mandatory for small businesses and micro-enterprises on September 1, 2027: with Elevia, you’re already ready.
What does AI do in invoicing?
Margot, your AI agent, prepares your invoices, such as the deposit invoice after signing, and follows up on late payments with a message tailored to the client and the delay. You choose her level of autonomy. An invoice or a follow-up costs 2 credits; invoicing yourself never uses credits.
Can you invoice international clients with Elevia?
Yes. Elevia handles taxes for all European countries, the US, and Israel, not just French VAT. Whether you’re based in France or one of these countries, and wherever your client is, tax rules apply automatically with no manual setup.
How does recurring billing work on Elevia?
Create a subscription once and Elevia generates, collects, and sends invoices automatically on the scheduled date. Ideal for retainer clients or fixed monthly services: no manual work, no missed billing.
Can you turn a quote into an invoice in one click?
Yes. Once the last party signs the sales proposal, the invoice is created in one click, by you or by Margot. Amount, client, line items: everything carries over automatically, nothing to copy.
Which payment methods can my clients use?
Card and SEPA direct debit through Stripe, a payment link, bank transfer or cash. An online payment updates the invoice status, including in the client portal; a bank transfer or cash payment, you mark yourself.
How do you handle overdue invoice reminders with Elevia?
Elevia tracks every invoice’s due date and sends automatic reminders based on the timelines you set. When a payment is late, Margot follows up from your address with a message tailored to the client and the delay, never a generic template. You can also follow up yourself. No more reminder emails to write one by one.
How much does invoicing cost on Elevia?
Quotes, e-invoicing, recurring billing and online payments are included from Essential (€29 ex. tax/month), with 100 e-invoices and 20 active client subscriptions. Suite (€89 ex. tax/month) removes these limits and the Elevia fee on payments. The 14-day free trial gives you access to the full platform. See our Pricing page for full plan details.
Is free invoicing software enough for a freelancer?
For a few invoices a month, yes. But free tools have major limits: no link to your proposals or CRM, and no overall view of your business. Once you want to run your business seriously, a complete platform pays off more than a limited free tool.
Bring your business together, delegate the admin.
Your whole client journey in one tool, and AI agents that handle the rest. Import your contacts in minutes and get started today.
- 14-day free trial
- No credit card required
- No commitment
