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.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- From $19/month
- 14-day free trial
- Same-day US support
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
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 plansScope 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 portalOverages and ad spend apart
Hours you mark billable past scope and rebilled ad spend go on a separate invoice from the campaign, so the retainer stays a clean, predictable number.
InvoicingFailed 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.
PaymentsMonthly recurring revenue
Every retainer charge becomes an invoice, so revenue reports show retainers and project work together month by month.
ReportsAgency billing software 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
| Smarfle | GoHighLevel | |
|---|---|---|
| Entry plan | Solo $19, 1 user | Agency-oriented, sub-accounts |
| Mid plan | Starter $99, 5 users | Agency-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 |
Agency billing pricing
Retainers, overage invoices and reports are on every plan; each retainer charge carries Stripe processing and 0.5%.
Starter
Small teams adding tools and growth
$99/mo
- Up to 5 users (1 owner + 4 techs)
- Up to 2,000 clients
Most Popular
Professional
Growing service businesses
$199/mo
- Up to 10 users
- Up to 5,000 clients
SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →
What agencies ask about retainer billing
Is there billing software for marketing agency retainers?
Can clients upgrade their retainer?
Can I enforce a six-month minimum?
How are overages billed?
What if a retainer payment fails?
Can I white-label billing for clients?
Can I see monthly recurring revenue?
Can clients cancel their retainer online?
Try agency billing software free
14 days with every feature on your real marketing agency work. No credit card.