Yearly plans: first year for the price of 6 months

Billing & paymentsProjects, tasks & time

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 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.

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
A retainer record with the allowance and billing details on the left, a cycle chart showing 37 of 40 hours approved, and the team's time entries for October.
Where to find it
  1. Retainers in the sidebar
Open in the app
Plans
Every plan
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Retainers and recurring billingTime trackingPayment plans and retainers docs

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.

The Retainers list in dark mode with totals for retainer revenue, hours used, prepaid balance held and retainers that need attention, above a table of eight retainers.
Where to find it
  1. Retainers in the sidebar
Open in the app
Plans
Every plan
Learn more
Invoices and billing

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.

A recurring Website care plan at $450 a month with autopay on a Visa card, a 3-day upcoming-charge notice, and a timeline of invoices paid by autopay each month.
Where to find it
  1. Invoices
  2. Recurring
Open in the app
Plans
Every plan
Learn more
Online paymentsRetainer 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
Plans
Every plan
Learn more
Invoices and billing

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