# Retainers that track every hour, and recurring invoices on autopay

> Run hour-bank, fixed monthly and prepaid retainers with a live hours meter, put repeat invoices on card autopay your clients agree to, and void unpaid…

Canonical: https://workspace369.com/changelog/2026-10-11-retainers-and-recurring-autopay/
Last updated: 2026-10-11

Billing & paymentsProjects, tasks & time

Run hour-bank, fixed monthly and prepaid retainers with a live hours meter, put repeat invoices on card autopay your clients agree to, and void unpaid invoices cleanly.

![The Workspace369 retainer record for a 40-hour product design retainer, showing 3 hours left this cycle, the allowance and billing details, and the team's time entries.](https://workspace369.com/images/release-notes/2026-10-11-retainers-and-recurring-autopay/hero.webp)

## Retainers with a live hours meter

Set a retainer up as an hour bank, a fixed monthly fee or a prepaid deposit. Each one has its own record with the allowance, the price, the billing cycle and the client contact in one place.

Time your team logs against the client counts toward the cycle as it happens. The meter shows approved hours, hours waiting for your approval and what is left, and it warns you before extra hours land on the next invoice.

- Hour bank, fixed monthly and prepaid deposit retainers
- Approve pending time before it counts, then bill extra hours at your rate
- Choose whether unused hours expire or roll over
- Alerts when a retainer reaches 80% and 100% of its hours

Open a retainer to see the hours left this cycle, the time waiting for approval and how it bills. Example data.

Where to find it

1. Retainers in the sidebar

[Open in the app](https://app.workspace369.com/retainers)

Plans

Every plan

Learn more

[Retainers and recurring billing](https://workspace369.com/features/retainers-and-recurring-billing/)[Time tracking](https://workspace369.com/features/time-tracking/)[Payment plans and retainers docs](https://docs.workspace369.com/v/2026.3/finance/payment-plans-credits-retainers/)

## Every retainer on one screen

The Retainers list shows monthly retainer revenue, hours used this cycle, prepaid money you are holding and anything that needs your attention, above a table of every retainer with its cycle, next invoice and how it gets paid.

Where to find it

1. Retainers in the sidebar

[Open in the app](https://app.workspace369.com/retainers)

Plans

Every plan

Learn more

[Invoices and billing](https://workspace369.com/features/invoices/)

## Recurring invoices on autopay your client controls

Put hosting, maintenance or any repeat service on a recurring invoice plan, and each invoice goes out on its schedule. Clients agree to card autopay first and can manage it from a secure page.

Before every automatic charge, your client gets an email 3 days ahead, or 7 days ahead of a yearly charge or the first charge after a long pause, with the date and amount. Plans that send by text also text the notice, so nobody is surprised.

Where to find it

1. Invoices
2. Recurring

[Open in the app](https://app.workspace369.com/invoices?view=recurring)

Plans

Every plan

Learn more

[Online payments](https://workspace369.com/features/payments/)[Retainer agreement template](https://workspace369.com/learn/retainer-agreement-template/)

## Void an invoice that was sent but never paid

Sent an invoice by mistake, or the job was called off? Void it from the invoice's actions menu. The invoice stays on record with who voided it, when, and the reason if you gave one. It no longer counts as overdue or as money owed, and its payment link stops working.

Where to find it

1. Invoices
2. open an invoice
3. Actions
4. Void invoice

[Open in the app](https://app.workspace369.com/invoices)

Plans

Every plan

Learn more

[Invoices and billing](https://workspace369.com/features/invoices/)

## Quick answers

Which Workspace369 plans include retainers and recurring autopay?

Every plan includes retainers, recurring invoices on autopay and voiding unpaid invoices.

What kinds of retainers can I set up?

An hour bank, a fixed monthly retainer or a prepaid deposit. Each has its own record with the allowance, the price, the billing cycle and the client contact in one place.

How does the retainer hours meter work?

Time your team logs against the client counts toward the cycle as it happens. The meter shows approved hours, hours waiting for your approval and what is left, and warns you before extra hours land on the next invoice.

What does my client see before an autopay charge?

Clients agree to card autopay first and can manage it from a secure page. Before each charge they get an email 3 days ahead, or 7 days ahead of a yearly charge or the first charge after a long pause.

Where do I find recurring invoices?

Recurring plans are under Invoices → Recurring.

What happens when I void an invoice?

Open a sent but unpaid invoice and choose Actions → Void invoice. It stays on record with who voided it, when, and the reason if you gave one. It no longer counts as money owed, and its payment link stops working.

## Related updates

- [![Cut-paper illustration of a teal paper wallet with two blank pass cards fanned out, a pale paper ribbon looping around it and an amber ticket stub, beside a render of the membership editor with Bill through set to Square.](https://workspace369.com/images/release-notes/2026-11-07-square-for-memberships/hero-800.webp)November 7, 2026**Sell memberships through Square, and handle Square members’ requests**](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)
- [![Cut-paper illustration of a blank payment card whose two paper ribbons fork into two coin jars, an amber coin dropping into one, beside a render of a service's Payments and deposits settings with Pay with set to Square.](https://workspace369.com/images/release-notes/2026-11-06-take-payments-with-square/hero-800.webp)November 6, 2026**Take payments through your own Square account**](https://workspace369.com/changelog/2026-11-06-take-payments-with-square/)
- [![Paper still life of a tray of twelve blank month tabs between two bookends and a folder, beside a render of the Year-end summary showing 2025 income, expenses and a By month table.](https://workspace369.com/images/release-notes/2026-11-05-year-end-income-summary/hero-800.webp)November 5, 2026**Year-end income summary in Finance → Reports**](https://workspace369.com/changelog/2026-11-05-year-end-income-summary/)

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

## Retainers that track every hour, and recurring invoices on autopay, in your own workspace

Start your free trial, then find it under Retainers in the sidebar.

[Request a demo](https://workspace369.com/contact-sales/)

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
