Billing Software for Web Development Agency

Web Development Agency Billing Software

Monthly retainers + project fees + hosting/maintenance fees — web dev agency billing covers all three. Saved card + recurring auto-charge handle retainer + maintenance.

Smarfle CRM - Web Development Agency Dashboard
Active Projects

11

Milestones Due This Week

5

Monthly Recurring Revenue

$8,400

Team Utilization

82%

Recent Jobs

Evergreen Wellness

E-Commerce Redesign

Development

Signal Analytics

SaaS Dashboard Build

Client Review

Coastal Bistro

Restaurant Website

Launched

Hartley & Associates

Monthly Hosting + Maintenance

Active Retainer

Where web development agency billing breaks down

The day-to-day friction every web development agency owner recognizes.

Monthly retainers billed manually = late

Manual monthly invoicing slips on busy weeks. Recurring auto-charge eliminates the chase.

Project deposits + milestones inconsistent

Big project = deposit + milestones. Without project tracking + milestone invoicing, you under-bill at the wrong time.

Hosting/maintenance fees not auto-billed

Monthly hosting fees should auto-charge. Manual = forgotten + lost revenue.

How Smarfle handles web development agency billing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Recurring billing on auto-pilot

Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.

Save card on file

Stripe Customer + saved payment method per client. After their first payment, future charges run off-session — no link to click, no card to re-enter.

Auto-charge saved cards

Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.

Stripe Connect (your account, not ours)

Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).

Automated overdue reminders

Smarfle auto-marks invoices overdue past due date and sends email reminders to the client. Workflow automation can fire SMS reminders too.

Top feature for web development agency

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Monthly retainers + project fees + hosting/maintenance fees — web dev agency billing covers all three. Saved card + recurring auto-charge handle retainer + maintenance.

Milestone TrackingSprint PlanningClient ApprovalsRecurring Billing

Plans that grow with your web development agency business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Web Development Agency Billing Software CRM questions

Create a service in Smarfle marked 'recurring' with an interval (weekly/monthly/quarterly/annually). When a client signs up via the portal or you generate the first invoice, Smarfle creates a Stripe Subscription on your connected Stripe account. Stripe bills the saved card automatically every cycle. Each successful charge auto-creates a paid invoice in your CRM.
Money goes straight to your Stripe account, not ours. We use Stripe Connect Express — Stripe holds the funds, transfers to your bank on your payout schedule. Smarfle never touches the money. You see the deposit in your bank within 2 business days (Standard payout) or instant (Stripe Instant Payout, fee applies).
Stripe automatically retries failed cards 3-4 times over a week. If all retries fail, Smarfle marks the subscription Past Due and emails the client a Stripe-hosted update-card link. Owner gets a notification too. The recurring invoice stays unpaid until the client fixes the card.
Monthly recurring service. Card saves first month, auto-charge handles future months.
Yes. Each milestone is a separate invoice tagged to project. Saved card auto-charges with one click. Reports show project-level billing vs collected.
Monthly recurring service template. Card saves first month, auto-charge handles future months.

Ready to run your web development agency business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

7 days free · No credit card · Cancel anytime