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Invoicing for Consultants

Track retainers, project fees, and expenses

Your billing mix:

  • Monthly retainers
  • Project fees + hourly work
  • Travel and expenses

What you need:

  • Bill retainers flexibly (combine with project work or separate)
  • Track expenses visually (travel, meals, accommodation)
  • Edit invoices freely (scope changes? update easily)
  • Export data for your accountant

How recurring products work:

Set up recurring items once - monthly retainers, quarterly reviews, yearly strategic planning sessions.

They appear when you invoice that client - click to add retainer, then add project hours on the same invoice.

You control when to bill - combine retainer with ad-hoc work or send separately. Flexible billing.

Learn more: Recurring invoicesBatch expense codingExport to accountant

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