Retainer
Retainer invoices are documents the firm can provide to the client to ask for funds prior to the project starting. Its a method of securing services for use when required. In other words, its a form of deposit or pre-payment.
It’s a form of depositor pre-payment
Retainer invoices are documents the firm can provide to the client to ask for funds prior to the project starting. It’s a method of securing services for use when required. In other words, it’s a form of deposit or pre-payment.
What is a Retainer Invoice
When you collect advance payments from your clients, they can’t be considered immediate income.
Retainer in accounting
The term “retainer” in accounting means the client pays a part or all of the services as an advance. If, in case, the retainer is “pay for access,” it means the business or service provider must provide services to the client regularly for a set number of hours every month. Also, the retainer payment must be paid immediately after the agreement is signed.
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- Cancel anytime
- All updates included
- 24/7 priority support
About the Retainer add-on
Retainer helps you manage ongoing client agreements where a fixed fee covers a defined scope of work each period. Instead of quoting every job from scratch, you set up the retainer terms once and bill against them on schedule. Running it inside StriveMake means the agreement connects to the client CRM record, the projects delivered under it, and the accounting that records the revenue. One login gives your team a clear view of what is committed, what is consumed, and what is owed.
What you can do with Retainer
- Create retainer agreements with fixed fees and defined scope per period
- Bill clients automatically against active retainer terms
- Link retainers to client records, projects, and delivered work
- Monitor consumed versus remaining value across each retainer
Who Retainer is for
Agencies, consultants, and service firms that work with clients on ongoing monthly or quarterly retainer arrangements.
Retainer — frequently asked questions
What does the Retainer add-on do?
It manages recurring client agreements where a set fee covers an agreed scope each period. You define the terms once, and StriveMake handles the repeat billing and keeps the retainer tied to the client and the work delivered. This gives you a single place to manage committed revenue and ongoing relationships.
How much does the Retainer add-on cost?
The Retainer add-on is $9,00/month or $86,00/year on top of your StriveMake plan, and you can turn it off whenever you like.
How is a retainer different from a one-off invoice?
A retainer represents an ongoing commitment rather than a single transaction. It bills on a repeating cycle, covers a scope of work over time, and lets you track how much of the agreed value has been used. One-off invoices are best for single jobs, while retainers suit continuing relationships.
Does Retainer work with the rest of StriveMake?
Yes. Each retainer links to the client CRM record, the projects performed under it, and the accounting that books the income. With shared data and one login, your team sees committed revenue next to project delivery, client history, and financial reports without switching between systems.
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