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For consultants

Invoicing for consultants who bill by project and by retainer

Quote projects, bill retainers on a schedule, and keep every client's payments in one place, so billing stays as professional as the advice.

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Estimate builder: illustrative example. Estimates are an optional module. Northline Studio is a fictional business; none of these figures are real.

What you need done

Three jobs, and what MetroPay does about each

Every card ends with what the product does not do, so nothing here is a surprise after you sign up.

  • Quoting a project with a clear scope

    The problem
    The scope lives in a proposal document, the price in an email, and the acceptance in a reply that says "sounds good". Three months later nobody agrees what was included.
    What MetroPay does
    An estimate with the lines and the notes, accepted by the client from a signed link that records who decided and when. Accepted work converts to an invoice.
    What it does not do
    The estimates module is optional and off until you switch it on. It is not a contract.

  • Billing a monthly retainer without thinking about it

    The problem
    The retainer is the same every month and still manages to go out late.
    What MetroPay does
    A recurring profile raises the retainer as a draft on the day. Send it yourself, or let it send once automatic sending is on.
    What it does not do
    It does not prorate a partial first month. Adjust the first invoice by hand.

  • Knowing which client is drifting

    The problem
    Eight clients, a few invoices each, and the one that is sixty days late is the one you have not looked at.
    What MetroPay does
    Receivables aging on the dashboard and a statement per client. Reminders, once on, follow up before you have to.
    What it does not do
    It does not track your time or expenses. You invoice the lines you choose.

How it works

How consultants use MetroPay

  1. Send the estimate

    Scope and price, accepted from a link, with the decision recorded.

  2. Convert it to an invoice

    The same lines, as a draft you check before sending.

  3. Put the retainer on repeat

    Every month a draft appears on the day, in your numbering.

  4. Watch the aging, not the inbox

    The dashboard and the reports say who owes what, and how late.

The features that matter here

Built from the same product everyone gets

Every workspace has every feature. These are the ones this kind of business reaches for first.

  • Estimates

    Quote the work, let the customer accept online, and turn the approved estimate into an invoice. An optional module you switch on per workspace.

    Optional module

  • Recurring invoices

    Bill retainers and repeat work on a schedule. Each period arrives as a draft you review; sending automatically is off until you turn it on.

    Off until you turn it on

  • Online invoicing

    Create a branded invoice, email it with a payment link, and see at a glance whether it is draft, sent, paid or overdue.

  • Reporting

    Receivables aging, sales by customer, sales by item, and payments received. What you are owed, and who owes it.

  • Payment reminders

    Polite follow-ups before and after the due date, with a record of every reminder sent. Off until an owner turns them on.

    Off until you turn it on

Questions from consultants

Bill the way you advise: clearly

Free to use today, no card on file. Send the first estimate and put the first retainer on a schedule.

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