Retainer clients should be the easiest money you earn. Yet many businesses send those invoices by hand, late, and then forget to follow up.
How automatic billing works
You set the amount and the date once. On that date the system creates the invoice, emails or WhatsApps it, and marks it as due. If it is not paid in seven days, a polite reminder goes out.
What you see
One screen shows what is paid, what is due and what is overdue. You call only the clients who need a call.
Automatic billing is part of both our CRM and our accounting app.