Money · 5 of 5
Retainers
The same amount invoiced and emailed every month, on its own.
What it is
A recurring invoice on a schedule, for clients on a monthly plan.
Everything it does
01
Set once
The amount, the day, and what it covers.
02
Invoiced on its own
Each month's invoice is issued and emailed without you.
03
Paid by card
Clients pay from the email; reminders follow if they do not.
04
Seen ahead
What is due in the next 30 days shows on the Money panel.
05
Pause or end
Stop a retainer any time; nothing more is issued.
How to use it
- Open Invoices.
- Start a retainer for a client and set the amount and schedule.
In your coaching
Eve is on a monthly plan. On the 1st, their invoice goes out on its own, they pay from the email, and you never had to think about it.
Plans
Pro and Ultra, once released. Compare plans
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