Invoice on schedule
Retainer invoices raised in Xero on the 1st, with a payment link.
Studio concept · Professional services
A consulting practice that bills monthly retainers gets invoices out on the first of the month, reminders that chase politely, and a Monday cash report.
Studio concept at a glance
Ledger & Oak Consulting · a made-up business
- Business type
- Consulting practice, 6 people
- Tools
- Xero, Gmail, PayFast or Stripe
- Build time
- About two weeks
- Status
- Studio concept
Studio conceptThis is a studio concept: a worked example of what we would build for a business like this. It is not client work and shows no client data.
Try it
See it work.
Run a month of retainer invoices. Drag through March or press play, and pay any invoice early to see its reminders stop. Sample data only: nothing you type is sent anywhere.
The challenge
The partners invoice by hand at month end. Payments arrive anywhere from two to eight weeks later, and nobody enjoys chasing.
The approach
Chase in stages
Friendly at 7 days, firmer at 14, a call task at 21. All stop when paid.
See the cash
An aged-debt summary emailed every Monday.
What we built
- Scheduled retainer invoices
- Three-stage reminder flow by email and WhatsApp
- Payment links on every invoice
- Monday cash report
Services used
Invoicing and cash-flow automation
Invoices sent on time, reminders that chase for you, and a weekly view of who owes what.
From $1,500Your version
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