Turn one-off clients into monthly retainers
Every month starts at zero and you pitch from scratch to stand still.
Two retainers cover the bulk of a month's income and remove most of the pitching load. The obstacle is rarely the client's willingness — it's that invoicing the same amount every month by hand is tedious enough that creators quietly stop offering it.
Set the schedule once and each invoice is generated on time, with the same line items and terms.
From Grow
What it does
Recurring schedules
Define the line items, cadence and terms once; invoices generate on schedule against the right brand.
Linked to the client
Each recurring invoice belongs to a contact and can be tied to a deal, so retainer revenue shows up correctly in Finances.
Same branded output
Recurring invoices are ordinary invoices — branded PDF, sequential number, pay link.
Pause and edit
Change the amount when you renegotiate, or pause a schedule without losing the history.
How it works
- 1Agree a monthly volume with a client you've already delivered for.
- 2Create the recurring invoice with the line items and cadence.
- 3Each month's invoice generates automatically.
- 4Track it alongside your one-off work in Finances.
Questions
How do I ask a client for a retainer?
After two or three successful projects, offer a monthly package at a modest discount to your per-piece rate. Brands prefer predictable creative supply, and it's easier to approve one recurring line than repeated one-offs.
Which plan includes recurring invoices?
Recurring invoices are included from Grow upward.
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