Recurring & retainer invoices

Bill the same client on a schedule — without the reminders to yourself

If you run a retainer or charge a client the same amount every week, month, or quarter, you shouldn't have to rebuild the invoice each time. Set it up once and Drift Catch drafts the next one for you on schedule.

We draft it — you send it. On each cycle we create a draft invoice and drop it into your invoices list. You review it, then send it like any other invoice. Drift Catch does not charge your client's card automatically and does not email your client on its own. You stay in control of every send.

Turning an invoice into a recurring schedule

1. Open any saved invoice — or create one the way you normally would.
2. Choose Make recurring.
3. Pick how often it should repeat: weekly, monthly, or quarterly.
4. Choose the date of the first draft and how many days the client gets to pay (for example, Net 30).
5. Decide when it should end — never, on a specific date, or after a set number of invoices.
6. Choose Start schedule.

That's it. The line items, amount, tax rate, and currency all come straight from the invoice you started with.

What happens on each cycle

When a cycle comes due, Drift Catch:

• Creates a brand-new draft invoice for that client, with a fresh, in-order invoice number (the same sequential numbering your hand-made invoices use).
• Carries over your line items, tax rate, and currency from the schedule.
• Sets the due date based on the payment window you chose.

The new invoice shows up in your invoices list with a small Recurring tag so you can tell at a glance where it came from. From there you review it, make any tweaks, and send it — exactly like an invoice you built yourself.

What it does NOT do

We keep this deliberately simple and safe:

• No automatic charges. Drift Catch never pulls money from your client's card on a schedule. Getting paid still happens through your normal payment flow.
• No automatic emails to your client. Nothing goes to your client until you review the draft and send it.

This keeps you — not an automated system — as the person putting each invoice in front of your client.

Managing your schedules

Open Invoices → Recurring to see every schedule in one place. For each one you can:

• Pause it (and Resume later) — nothing is lost while it's paused.
• Edit the amount, cadence, or end date. Changes apply to the next draft we generate, not to invoices we've already created.
• Delete it. Invoices it already generated stay in your list; only the schedule goes away.

You'll also see the drafts each schedule has generated, so you can jump straight to one.

Currency

Recurring schedules use the same currency as the invoice you started from — USD or CAD. We don't convert between currencies; a USD retainer stays in USD, a CAD retainer stays in CAD.

If your plan changes

Recurring scheduling is part of Solo and up. If your plan drops below Solo, your schedules are paused rather than deleted — so nothing is lost. Move back to Solo or higher and you can resume right where you left off.

Have a question?

Email support@driftcatch.app — a real person reads every message.