For consultants
Every client bills a little differently. StitchInvoice remembers how.
Retainers, fixed-fee engagements, and the specific terms and requirements each client insists on — kept per client, applied automatically, so the details don't rely on your memory between engagements.
Two clients, two setups
Meridian Health — retainer
Bills monthly on the 1st · Net 15 · PO required
Cascade Logistics — fixed fee
Quote signed Mar 3 · Net 30 · CC: ap@cascade.co
The problem
Consulting income doesn't arrive the same way twice.
One client pays monthly on a retainer, another needs a one-off invoice per deliverable, and both live in your head, not a system
A PO number, a specific billing contact, or a required invoice format that's easy to forget between engagements
Payment terms that vary by client — Net 15 for one, Net 45 for another — and no single place tracking which is which
A proposal or scope of work that isn't connected to the invoice that eventually gets sent for it
No clear picture of which clients actually pay on time when it's time to decide who to keep prioritizing
How StitchInvoice approaches it
Client-specific detail, applied without you re-entering it.
Requirements memory
PO numbers, specific billing contacts, CC rules, and required formats stay attached to each client, so a repeat engagement doesn't mean relearning what they need.
Recurring invoices
Set a retainer to bill on its own schedule — weekly, monthly, or whatever cadence the engagement runs on — without recreating the invoice by hand each time.
Smart Terms
Set a default payment term per client — Net 15, Net 30, Net 45 — so due dates are calculated automatically and consistently, engagement to engagement.
Quotes clients sign
Scope a fixed-fee engagement as a quote, get it approved with a typed signature from the client's own link, and convert it straight into the first invoice.
Payment Intelligence
On-time rate and average days to pay, tracked per client, so a pattern of late payment shows up before it becomes a bigger problem.
Autopilot follow-up
Reminders go out automatically before and after a due date, so chasing a retainer invoice isn't something added to your own to-do list.
What StitchInvoice is not
Worth being upfront about.
Try it first
Free tools, no account required.
Questions
Common questions from consultants.
Can I bill some clients hourly and others on retainer?
Yes. Time tracked per client can be added to an invoice as a line item for hourly work, while a retainer client can be set up to bill automatically on a recurring schedule instead.
How do I keep track of different payment terms per client?
Smart Terms lets you set a default term per client, so the correct due date is calculated automatically every time, instead of being reset by hand on each new invoice.
What if a client requires a PO number on every invoice?
That requirement is saved against the client once, and every future invoice for them carries it automatically — the same goes for a specific billing contact or CC list.
Does an accepted quote turn into the first invoice automatically?
Yes. Once a client approves a quote with a typed signature, it converts directly into an invoice with the same line items, so a new engagement doesn't start with re-typing everything.
Retainers and one-offs, in the same place.
Free to start, with the client-specific detail that consulting work actually needs.
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