Retainer Invoices
Free Retainer Invoice Template for Agencies. Draft every client's monthly retainer invoice with approved extra hours, a client portal and overdue alerts. Free to clone.
Retainer Invoices is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Line. Its automations include Unapproved extra work reminder, Monthly invoice draft review and Weekly overdue invoices.
by @taskade
What you can do with Retainer Invoices
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Retainer Invoices works
- Unapproved extra work reminder: when extra work is added, then Comment a reminder.
- Monthly invoice draft review: when On the 1st at 7 AM, then Prepare this month's draft invoices and Create a draft invoice.
- Weekly overdue invoices: when Every Monday at 7 AM, then List overdue invoices and Email the overdue list.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Ledger Line
- Automations: Unapproved extra work reminder, Monthly invoice draft review, Weekly overdue invoices
- Workspace: 4 projects, 2 AI agents, 3 automations