Retainers
Save a recurring invoice template for each retainer client and raise the next invoices from it in one step.
INDUSTRIES · AUSTRALIA
Accounting for professional services
For consultants, creative agencies, bookkeepers and advisers in Australia: invoice clients and retainers, recharge costs properly, and see what is owed to you at a glance.
Five things that take your time, and how Plain helps
Recharging costs
Code reimbursed client costs to their own account, so recharges don't inflate your fee income.
Who owes you
Today shows money owed, how overdue it is and the clients to chase first.
Contractors
Keep contractor bills, approvals and payments together, with GST coded.
Your adviser
Invite your accountant or bookkeeper with their own login and the access they need, and every change is kept in the audit history.
Starter accounts for your practice
Choose Consulting, Accounting and bookkeeping, Creative agency, or Legal and advisory during setup. Each adds accounts such as:
- Fee income
- Retainer income
- Reimbursed client costs
- Contractors and consultants
- Professional development
- Software and subscriptions
- Professional indemnity insurance
- Client travel and entertainment
What Plain doesn't do yet
Plain doesn't track time or bill by the hour from timesheets yet. Keep time in your time-tracking tool and invoice from Plain.
Moving from another system
Read the guides for moving from Xero, MYOB or QuickBooks.
Questions
Can I track time in Plain?
Not for client billing yet. Timesheets in Plain are for payroll.
Can my accountant get access?
Yes. Invite them with a role that fits what they need to do.
Do I need a card to try it?
No. The trial is 14 days free and you don't need a card to start.