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Invoicing for agencies and service firms: retainers and milestones

Bill monthly retainers, invoice project milestones, recharge expenses and turn quotes into invoices. OPM Billing for agencies and service firms.

Service firms and agencies

Retainers, milestones and expenses, billed properly.

Bill a retainer every month, invoice project milestones as they land, and keep expenses you recharge next to the work. Quotes turn into invoices when the client says yes.

  • Recurring invoices for retainers
  • Quotes that convert to invoices
  • Expenses with receipts, ready to recharge
Accounts assistant preparing the month's invoices

Not sure which setup fits?

Tell us how you bill today and we will show you the same flow in OPM Billing.