Invoicing for consultants

Do the work. Let the retainer bill itself.

Set a monthly retainer once and the invoice goes out on schedule with a link to pay. Ask for a deposit before kickoff, take large payments by bank transfer, and let reminders follow up so you don't have to.

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Invoice #1042Northwind Dental

Strategy engagement, March

Paid

Monthly advisory retainer$2,500.00
Team workshop$1,200.00

Total$3,700.00

Typed as “advisory retainer $2500, team workshop $1200”. Quick add filled in the lines; the customer paid on their own phone.

Made for the way consultants work

The paperwork side of the job, on the phone already in your pocket.

Retainers on autopilot: Make an invoice repeat every month or every 3 months. It goes out with the pay link and reminders.
A deposit before kickoff: Send an estimate with a deposit. The client approves and pays it online before the work starts.
Big invoices by bank: Clients can pay large invoices straight from a bank account, which costs you far less than a card.
Follow-ups without the awkwardness: Reminder emails go out before and after the due date, and stop the moment the client pays.

How a job gets paid

Quote it. Send an estimate. The customer taps Approve, with a deposit if you asked for one.
Do the job. Add lines as you go, or type them in plain words and let Quick add fill them in.
Collect on the spot. Tap Collect now and show the QR code. Card, Apple Pay, Google Pay, bank or pay over time.
Let reminders chase the rest. Polite emails before and after the due date, stopping the moment it's paid.

See pricing: free to start, and the money goes straight to your own bank through Stripe.

Questions from consultants

Can I bill a monthly retainer automatically?

Yes. Make the invoice repeat monthly (or every 3 months). Each one goes out on its own with a pay link and reminders.

Can clients pay by bank transfer?

Yes. Turn on bank payments and clients can pay from their US bank account. On large invoices it costs much less than a card.

What does Paylark cost?

Starter is free: we take 0.3% of each payment, capped at $10. Pro is $19 a month with no fee from us. Stripe's card processing applies on every plan.