Retainers.
On Autopilot.

Set up recurring retainers, automatically invoice clients each cycle, and track balances in real time. Stop chasing payments and let your retainers run themselves.

● app.acmedesign.co/invoices

Retainers

Invoices Retainers Recurring

$8,500
Retainer Liability

$5.5k

Invoiced This Month

$3.5k

Outstanding

Sent

INV-0052 Monthly Retainer - March

Greenleaf Botanicals · Mar 1, 2026

$3,500.00

Paid

INV-0051 Monthly Retainer - Feb

Greenleaf Botanicals · Feb 1, 2026

$3,500.00

Draft

INV-0050 SEO Retainer - March

Meridian Labs · Mar 1, 2026

$2,000.00

Paid

INV-0049 Monthly Retainer - Jan

Greenleaf Botanicals · Jan 1, 2026

$3,500.00

Paid

INV-0048 Website Redesign Deposit

Bright Pixel Studio · Dec 15, 2025

$5,000.00

Paid

INV-0047 SEO Retainer - Feb

Meridian Labs · Feb 1, 2026

$2,000.00

Retainer Cycle

Invoice Sent

$3,500/mo auto-generated

Payment Received

Credit card or ACH

Work Logged

Hours tracked to retainer

Balance Draws Down

Updates automatically

Clientary makes retainer management effortless.
Set it up once and let automatic invoicing and balance tracking do the rest.

Stop manually creating invoices every month and tracking retainer balances in spreadsheets. Set up a retainer, define the billing cycle, and let automatic invoicing handle the rest. Track hours against the retainer, monitor balances, and give clients full visibility. Try us for Free.

Recurring Invoices

Automatically generate and send invoices each billing cycle. Set the amount, frequency, and start date, then let it run.

Balance Tracking

Monitor retainer balances in real time. See how much has been used, what's remaining, and whether the retainer is on track for the period.

Overage Billing

When work exceeds the retainer, automatically calculate and invoice for overages at your defined rate. No manual tracking needed.

Client Transparency

Clients see their retainer status, hours used, and remaining balance in their portal. Everyone stays on the same page.

Clientary works with the solutions you already love

Automatic recurring invoices

Set the billing cycle and amount, and invoices are created and sent automatically. Monthly, quarterly, or custom schedules, all on autopilot.

Real-time balance tracking

See how much retainer balance remains at a glance. As you log time, the balance updates automatically so you always know where things stand.

Track hours against retainers

Log time directly to a retainer. Hours are automatically deducted from the retainer balance, so you and your client can see usage in real time.

Overage and rollover options

Choose whether unused hours roll over to the next period or expire. Automatically invoice for overages when clients exceed their retainer allocation.

Client visibility through portal

Clients see their retainer balance, hours used, and invoice history right in their portal. Full transparency builds trust and reduces check-in emails.

Connected to your workflow

Retainers tie into your projects, time tracking, and invoicing. Log time on a project and it flows to the retainer. Everything stays in sync.

Be Professional. Give Confidence.

Clientary presents your projects, invoices, and documents under your branded Client Portal giving your clients the confidence to move forward.

Your clients can access their history and documents at any time, giving you a home base for your work and billing that also acts as a digital space for your clients.

Ready to put your retainers on autopilot?

See Pricing and Signup

Clientary is a comprehensive suite of tools for professional service businesses. We help you take care of retainers, online invoicing, time tracking, proposals, contracts, and client portals.

We're a service that saves you time and improves your client relationships.

Retainers.
On Autopilot.

Set up recurring retainers, automatically invoice clients each cycle, and track balances in real time. Stop chasing payments and let your retainers run themselves.