Billing on a schedule, not on memory
Monthly and quarterly retainers are generated by the platform on their own cycle, so revenue stops depending on whoever usually remembers.
Recurring Invoices & Payments
Retainers that bill themselves, payments you can see
Retainer billing fails in a predictable way: somebody forgets to raise it, and nobody notices until the quarter closes. AudiTax raises recurring invoices on schedule and tracks what has actually been paid.
Payments matched to invoices
Each payment is recorded against the invoice it settles, so an outstanding balance is a fact on the record rather than a month-end estimate.
Visible per client
What a client owes, and what they have paid, sits on the same record as the work which is where the conversation about it actually happens.
Frequently asked questions
- How often can a recurring invoice run?
- On the cycle you set for the client's services monthly and quarterly retainers are the common cases.
- Are payments linked to a specific invoice?
- Yes. Payment tracking records each payment against the invoice it settles.
- Is recurring invoicing on every plan?
- It is a plan-gated feature, available on the plans that include it.
- Does this replace our accounting system?
- No. It bills your clients for your firm's services; it is not a general ledger.