Invoicing software for service providers and agencies in Morocco

An agency's problem is not selling, it is getting paid

A service business does not sell goods: it sells time, expertise and monthly commitments. Its real inventory is its invoices, and that is where money leaks out: a maintenance retainer forgotten at month end, a quote agreed verbally and then disputed at billing time, a client paying at 90 days while the team's salaries fall due every month.

Services also have a trap of their own: work often starts before there is a written agreement, and at the end of the project you discover the budget was blown long ago without anyone noticing.

• Subscriptions and monthly retainers billed late or forgotten
• Quotes agreed over the phone with no written record
• Projects overrunning their budget with no warning
• Payment reminders sent on gut feeling
• Leads tracked only in the manager's head

Recurring invoices that go out on their own

Maintenance contracts, social media management, hosting, managed IT, rent: SOGESTIO handles recurring invoices. You set the client, the amount and the frequency once, and the invoice is generated at each due date with the correct numbering, assigned by the server per document type and per year.

Example: an agency bills a client a retainer of 8,000 DH excluding VAT, invoiced monthly. Each invoice shows 1,600 DH of VAT at 20 % and 9,600 DH including VAT. Over twelve months the contract is worth 96,000 DH excluding VAT. A single forgotten month is 9,600 DH that never comes in, and that few people dare claim three months later.

Quotes accepted online, with proof

Each client can receive a private link to their client portal, with no account to create. They view their quotes and invoices, download PDFs and accept a quote online, with their name, the time and the IP address recorded. The day a client disputes the scope or the price, you know who accepted what, and when.

The accepted quote then becomes a purchase order and an invoice with nothing to retype. Deposits and payment schedules are supported, so an agency can bill 30 % on order and the balance on delivery. Documents are produced in French, Arabic or English, which matters for agencies working with clients abroad.

Every engagement tracked as a project

The Projects module tracks each engagement with its value, costs and billing. A website redesign, a study or a campaign becomes a project where you compare billing with the planned amount and the costs incurred: purchases, subcontracting, expense reports. Time sold is billed as lines in days or hours multiplied by your rate.

The CRM covers what comes before: a drag-and-drop opportunity pipeline from first contact to signature. You see which quotes are pending, which are close to signing and which need a follow-up this week.

Getting paid faster and preparing VAT

Payment terms (cash, 7, 15, 30, 45, 60, 90 days or custom) set the due date of each invoice, and the dashboard shows unpaid and overdue amounts. The days sales outstanding (DSO) report reveals which clients are financing their business with your cash.

For VAT, SOGESTIO prepares the return under the cash-basis regime, which is the default, or the accrual (débits) regime, depending on your option. The deductions statement is exported in EDI XML format for SIMPL-TVA. SOGESTIO also exports validated invoices and credit notes in the structured UBL 2.1 format (with ICE, IF and RC), which prepares the move to the e-invoicing system announced by the DGI, whose official technical specification has not yet been published. Always have your returns validated by your chartered accountant.

Which plan for a service provider?

An independent consultant or a two-person firm can start with Starter at 199 DH per month excluding VAT (1,990 DH per year): quotes, recurring invoices, client portal and expenses. An agency that wants the CRM, project tracking, banking, CGNC accounting and team payroll will choose Pro at 449 DH per month excluding VAT (4,490 DH per year), for up to 10 users. Prices exclude 20 % VAT.

The 14-day free trial requires no credit card. You can set up your first clients and your first recurring contract, and everything is kept when you subscribe.