Feature

Always know where every retainer stands

Set a monthly retainer per client and Clocksy tracks usage automatically. No more guessing how many hours are left.

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How it works

Retainer Tracking in four steps

01

Set a retainer per client

Define a monthly hour or fee-based retainer for any client.

02

Track time as normal

Log hours against the client as you would for any other work.

03

See usage in real time

Watch the retainer balance update automatically as hours are logged.

04

Get notified before overage

See clearly when a client is approaching or has gone over their retainer.

Why it matters

What you get with retainer tracking

No more manual tracking

Retainer balances update automatically. No separate spreadsheet required.

Bill overage accurately

When a client goes over their retainer, the extra hours are calculated and invoiced automatically.

Spot at-risk accounts early

See which clients are close to their limit before it becomes a billing surprise.

Especially useful for:

FAQ

Common questions about retainer tracking

Retainer tracking monitors how many hours (or how much of a fixed fee) a client has used against an agreed monthly retainer, updating automatically as time is logged.

Clocksy calculates the additional hours at the client's hourly rate, so the overage is reflected accurately on the next invoice.

Yes. Each client can have its own retainer amount, hours, and hourly rate for overage.

Retainer usage is calculated per billing period when you generate a report or invoice for that client.

Ready to try retainer tracking?

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