Retainer billing for agencies and studios

The problem

Agencies often invoice retainers from a spreadsheet, add one-off work as separate invoices, and lose track of who is overdue and what is contracted.

The solution

Quote the retainer, convert it to a subscription, and issue recurring invoices with extra line items when scope grows.

How Knock fits

• Quotes with line items and terms.
• Retainer subscriptions with monthly billing.
• Adding one-off items to upcoming invoices.
• Overdue and receivables reports.
• Team roles so account managers and finance see what they need.

A typical workflow

1. Send a quote with the retainer scope.
2. Client accepts; convert to a subscription.
3. Invoices generate monthly with GST.
4. Add extra work as separate items when needed.
5. Track revenue by client in reports.

FAQ