For consultants & coaches

Invoicing for consultants and coaches

Your income is retainers and packages, billed month after month to clients who expect things done properly. Set the retainer once and it raises itself, hand over a clean statement on request, and let overdue invoices chase themselves.

Your first 3 invoices are free to send, no card needed.

The monthly grind, gone

Three retainer headaches, handled

“I raise the same retainer invoices by hand every month.”

Retainers that raise themselves

Set a recurring schedule per client and Sendinvo sends the next invoice automatically on your cadence, with the right number. The first of the month happens without you.

How recurring invoices work

“A client’s finance team wants a statement of the account.”

A statement in one click

Download a client statement listing every issued invoice, its balance, and the total outstanding, on an A4 PDF in your branding. The month-end document, without the month-end.

About client statements

“Chasing a late invoice feels beneath the relationship.”

Chasing that stays professional

Write your reminder wording once and overdue invoices are followed up in your voice, stepping up gently. You never have to send the awkward email, and you can pause chasing on any one client.

About invoice reminders
Built for advisory work

Professional from quote to paid

Consultancy and coaching run on trust, and the paperwork is part of the impression. Sendinvo makes the money side look as considered as the work.

Proposals clients accept online

Send a proposal as a quote with a secure link; your client accepts in their browser, and one step turns it into an invoice. For a package, take a deposit up front or spread the fee across milestone instalments, each chased as it falls due.

VAT and clean documents

If you’re VAT-registered, Sendinvo puts VAT on your sterling invoices and can set a rate per line for a mixed engagement. Every invoice, quote, and statement is a tidy A4 PDF in your branding.

Paid without the friction

Add a card link so a client can settle a retainer in a couple of taps, and it reconciles itself. Work with clients abroad? Invoice in their currency, with no exchange-rate guesswork.

See it in action

A consultancy, seeded and running

The real app, filled with a practice’s retainers, a coaching package, proposals, and a month of paid invoices. Have a click around.

sendinvo.com/invoices

A live demo seeded with a consultancy. Nothing you do here is saved or sent.

A worked example

A monthly retainer that runs itself

Set once, sent on the 1st, chased if it runs late.

Recurring retainer for a client company
Advisory retainer, monthly £3,500.00
VAT (20%) £700.00
Sends on 1st of the month Auto
Each invoice £4,200.00

Raised and sent automatically every month, and chased for you if it goes overdue.

Questions

Good to know

Can I set up a monthly retainer that invoices itself?

Yes. Set a recurring schedule and Sendinvo raises the next invoice and sends it to your client automatically, monthly or on whatever cadence you agree, with the next number in your sequence. There’s nothing to remember and nothing to click each month.

Can I bill a coaching package in instalments?

Yes. Take a deposit up front, or split the package into a payment plan of milestone instalments, each with its own due date. The reminder engine chases one instalment at a time as each falls due.

Can I give a client a statement of their account?

Yes. Download a client statement in one click: every issued invoice, its balance, and the total the client still owes, on an A4 PDF in your branding. It’s the document a client’s finance team asks for at month end.

Does it handle VAT?

Yes. If you’re VAT-registered, add your VAT number and Sendinvo puts VAT on your sterling invoices and shows it correctly on the PDF. You can set a VAT rate per line for a mixed engagement.

Bill the retainer once. Then get on with the work.

Start free, set up a recurring retainer, and let it raise, send, and chase itself.