A monthly retainer invoice workspace for agencies, advisors, and service providers on a fixed-fee monthly engagement in Taskade.
What's Included
- Retainer Database: Client, monthly fee, scope cap (hours or deliverables), term length, auto-renew flag
- Scope Log: Every billable activity tagged to the retainer with hours/scope consumed
- Scope-Creep Agent: AI agent flags when scope reaches 75%, 90%, 100% of the cap
- Recurring Invoice Automation: Auto-drafts and emails on the 1st of every month with Stripe link
- Overage Line Items: Automation adds overage hours as a separate line item once the cap is hit
- Renewal Reminder: 30 days before term end, automation drafts a renewal proposal
Why This Template Wins
- Cap visibility prevents friction: Agent warns at 75% so you can have the scope conversation before it's awkward
- Recurring invoicing on autopilot: Set once, invoices drafted and sent every month without intervention
- Renewals don't surprise anyone: 30-day reminder gives time for renewal conversations
How to Use
- Clone this template into your Taskade workspace
- Add retainer clients with monthly fee and scope cap
- Connect Stripe and Gmail for delivery and payment
- Train the Scope-Creep Agent on what counts toward each retainer
- Set up recurring triggers for monthly invoice and renewal cadence
FAQ
Does this support quarterly or annual retainers?
Yes. Set the recurring cadence on each retainer record — monthly, quarterly, or annual. The automation drafts on the matching cadence.
Can I prorate a mid-month retainer start?
Yes. The agent calculates a prorated first invoice based on the start date and remaining days in the month.
What plan supports retainer-heavy businesses?
Pro ($10/mo annual) handles unlimited retainers. Business ($25/mo) adds advanced renewal forecasting.
CTA
Try this template free in Taskade. For recurring automation, see /learn/automation/triggers. Pair with Agency Invoice. Browse more retainer apps in the Community Gallery.