Recurring invoices and retainer billing on autopilot
Enflow OS repeats an invoice on the schedule you choose, weekly, monthly or longer, and sends it to the client automatically. Retainer invoices can show the period, the hours included and the approved hours worked from Time Tracking.
Free on every plan (Estimates & Invoices module). Retainer hours need Time Tracking ($6/worker/mo).
How it works
- Set the schedule. Turn any invoice into a recurring one and choose how often it repeats and when it starts.
- Send automatically. Each new invoice keeps the client, deal, line items and details, and goes out without anyone touching it.
- Follow up on late ones. Reminders and optional late fees apply to every copy, so retainers don't quietly slip.
What's included
Any interval
Repeat invoices on a regular schedule, pause or stop them, or run the next one now.
Retainer layout
A design built for retainers that shows the service period, hours included and what's covered.
Hours from Time Tracking
With Time Tracking on, approved billable hours for the client's deal in the period appear on the retainer invoice.
Late fees
Add a late fee automatically when a recurring invoice goes past due.
Every payment method
Clients pay each invoice by card, ACH or PayPal from the link in the email.
Shows in Books
Payments flow into Enflow Books for your profit and loss and cash-flow forecast.
Examples by industry
Agencies & consultants
Monthly marketing or consulting retainers with the hours used shown on each invoice.
Home services & trades
Maintenance plans billed quarterly or yearly without re-creating the invoice.
Salons, spas & wellness
Monthly memberships billed on the same day every month.
FAQ
Can I bill a retainer every month automatically?
Yes. Make the invoice recurring and it's created and sent on the schedule you choose.
Can retainer invoices show hours worked?
Yes, with the Time Tracking module on. Approved billable hours on the client's deal during the period are listed on the retainer invoice.
Can I add late fees?
Yes. Late fees can be added automatically when an invoice passes its due date.