Flexible Billing Schedules
Set custom recurrence patterns that match your client contracts: daily micro-retainers, weekly design sprints, monthly advisory fees, or annual SaaS management retainers.
- Unlimited recurring profiles per client
- Auto-increments sequence numbering
Days-Left Countdown Tracker
Real-time dynamic badges in your recurring table show exactly how many days remain before the next invoice cycle triggers, helping your account managers prepare deliverables in advance.
- Live days-remaining calculation
- Highlights impending billing dates
Zero-Touch Auto-Dispatch
Choose whether generated invoices should arrive as drafts for internal team approval or bypass review to dispatch directly to your client's email inbox with instant PDF attachments.
- Optional draft review mode
- Automatic transactional email delivery
Forecast Agency Revenue With 100% Precision.
Track client contract renewal dates, identify churn risks before they happen, and calculate your exact gross and net monthly recurring revenue from one centralized executive dashboard.
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