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Retainers your clients sign, then pay on schedule

Describe the services and how often they are billed, send the client a private link to read and sign the agreement, and KudiBooks creates each invoice on time. Nothing is billed until it is signed.

Free to use. No card needed.

Illustration with sample data.

How it works

  1. 1

    Write the agreement

    Choose the client, list the services and prices, set the interval and dates, and edit the terms. A sensible default agreement is filled in.

  2. 2

    Send the signing link

    Copy the link and send it by email or WhatsApp. The client reads the agreement and signs by typing their name. No account is needed.

  3. 3

    Invoices create themselves

    When it is signed, the schedule starts. If it starts today, the first invoice is created immediately.

What you get

Any interval
Every week, month, quarter or year, or every two or three of them: “every 2 months”, “every 3 weeks”.
A signature you can point to
The signed agreement records who signed, when, and a fingerprint of the exact terms, services and schedule that were agreed.
Pause without a backlog
Pause billing and resume later; the periods missed while paused are skipped rather than billed all at once.
Issued automatically, or reviewed first
Each invoice can be issued straight away or created as a draft for you to check.
Linked to a project
Attach a retainer to a project and each invoice is billed against it.

Common questions

Does KudiBooks email the signing link?

Yes. Email it to the client from the retainer, with your own wording. You can also copy the link and send it another way, such as WhatsApp. You get an email when they sign.

Is a typed signature legally binding?

Electronic signatures are widely accepted for ordinary service agreements, but the rules depend on your country and the contract. KudiBooks records the signature, time and a fingerprint of what was signed; it is not legal advice.

Can I edit an agreement after sending it?

Withdraw it first. That pulls it back to a draft and the old link stops working. Once it is signed it can no longer be edited; cancel it and create a new one.

Run your business from one place.

Create a free account, tell us what you do, and switch on the tools you need. Your first invoice can be ready in about a minute.