Agency retainers come with rollover hours, multiple projects under one master client, and overages that need clean line items. This generator handles all of it on the 1st of each month, sends, and tracks.
What's Included
- Retainer Math: Base retainer + rollover credit + overage hours, all reconciled
- Per-Project Lines: Break out hours by project so the client sees allocation
- Overage Approval Loop: Hours past the cap flagged for client approval before billing
- Auto-Send on the 1st: Schedule + send + log
- Receivables Tracker: Aging report so nothing slips past 30/60 days unnoticed
How To Use
- Clone this app
- Add your retainer clients + per-client terms
- Connect your time tracker via integration
- The 1st-of-month invoicing fires automatically