Retainers that renew on time

Marketing agency billing software

Marketing agency billing software for retainers. Clients start their SEO, social or ads management retainer from your portal and are charged every month, moving up a tier shows the prorated change first, and a declined retainer payment is caught before the next report is due.

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Agency billing in Smarfle showing monthly retainer payments, overage invoices and client balances
Retainer charges and overage invoices across clients.

Retainer tiers

Package SEO, social and paid media into Starter, Growth and Scale retainers. A client chooses one online, the card renews each month, and every charge is recorded with a receipt.

Recurring plans

Scope grows, tier changes

When a client adds paid search, they move to the bigger retainer from their account, with the prorated amount displayed before it takes effect.

Client portal

Overages and ad spend apart

Hours past scope and rebilled ad spend go on a separate monthly invoice, so the retainer stays a clean, predictable number.

Invoicing

Failed retainer charges

If the card on a retainer bounces, the subscription turns past due and the account lead is emailed, before work for the month keeps going unpaid.

Payments

Monthly recurring revenue

Every retainer charge becomes an invoice, so revenue reports show retainers and project work together month by month.

Reports

Agency billing features

What it does

  • Tiered monthly retainersChosen online
  • Prorated tier changesClient confirms
  • Separate overage invoicesHours and ad spend
  • Failed retainer alertsEmail to the agency

What it doesn't do

  • White-label client billingBilled under your business
  • Minimum contract termsRetainers renew until canceled
  • Ad spend syncEnter spend yourself
  • Multi-currency retainersUS dollars only

Smarfle vs GoHighLevel for agency billing

SmarfleGoHighLevel
Entry planSolo $19, 1 userAgency-oriented, sub-accounts
Mid planStarter $99, 5 usersAgency-oriented, white-label
Payment links and auto-charge saved cards Yes Yes
White-label accounts for agencies No Yes
Self-serve signup with no sales call Yes Yes
Full Smarfle vs GoHighLevel comparison Smarfle vs HubSpotSmarfle vs Thryv

Agency billing pricing

Retainers, overage invoices and reports are on every plan; each retainer charge carries Stripe processing and 0.5%.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

Marketing agency billing questions

Yes. Retainers are monthly subscriptions clients start online, with overages invoiced separately.
Yes. They switch tiers from their account and see the prorated change first.
No. Retainers renew until canceled, so cover minimums in your contract.
On their own monthly invoice, apart from the retainer.
It turns past due, and the agency is alerted by email.
No. Invoices and receipts come from your agency's Smarfle account.
Yes. Retainer charges are invoices, so revenue reports include them.
Yes. Their customer link opens Stripe's page to cancel or replace the card.

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