Agency invoicing
Retainer invoicing for agencies that bill the same clients every month
Updated November 5, 2026
The short answerRetainer invoicing software bills clients the same agreed amount every period. In Invoicadence you set each retainer up once as a recurring plan, and the invoice is created and sent on its due date. One-off project work is added separately by describing it to the assistant.
No card needed.
Why retainers are easy to get wrong
A retainer is simple work that is easy to forget: the same invoice, the same client, every month. The cost shows up when one is late or missed, because that month's cash slips with it. Putting retainers on a schedule removes the reminder you would otherwise keep in your head.
Retainers and project work side by side
- Recurring plans for monthly, quarterly or yearly retainers
- One-off invoices for projects, written by describing the work in a sentence
- A separate invoice number for each, in one sequence per workspace
- Clients in different currencies, with amounts shown in the currency you choose
- Themes with your logo and brand colours on paid plans
What the client receives
Each invoice goes out by email with a link to an online copy and a PDF. The client can open it on any device. The link is private to that invoice and is not listed in search engines.
Stay in control of what goes out
A plan can send on its due date, or only create the invoice so you can review it first, which suits retainers whose amount changes with usage. You can pause a plan between projects and resume it later.
Pricing for small agencies
The Free plan covers 3 clients and 5 invoices a month. Solo costs $5 a month for 5 clients, and Business covers 100 clients for $60 a month.
Frequently asked questions
How do I invoice a monthly retainer automatically?
Create a recurring plan for the client with the retainer amount and a monthly interval. Each invoice is created and sent on its due date.
Can I review an invoice before it goes out?
Yes. Set the plan to create the invoice without sending it, then send it after you have checked it.
Can I add a one-off project to a client who is on a retainer?
Yes. Describe the project to the assistant and it drafts a separate invoice for that client.
Does it work with clients in other currencies?
Yes. Invoices can be issued in more than 150 currencies, and each invoice shows its amounts in the currency you chose.
Is there a free plan?
Yes. The Free plan includes 5 invoices a month and 3 customers, with no card needed.
Schedule your retainers once
Add a client, set the amount and let every invoice go out on time.
Start free