Zero unpaid invoices for agencies on retainer
Anyone billing clients a monthly retainer eventually gets tired of chasing payments. Line2Lead moved to recurring card billing and decoupled revenue growth from time spent on collections.
From signed quote to recurring retainer, in one step
Every new contract becomes a card billing mandate: the client signs once, the agency gets paid every month without lifting a finger.
See how recurring payments workCard saved at sign-off
A secure link, attached to the quote, lets the client save their corporate card the moment they accept it.
Automatic monthly charge
The monthly fee charges itself on the agreed date — no reminder to send, no transfer to wait for.
Cash flow visible in real time
Finance sees which retainers have been collected without cross-checking bank statements against invoices.
Predictable revenue, growth without the brakes
Since billing runs itself, Line2Lead plans its cash flow instead of chasing it.
What changes for whoever runs the books
Every mechanism exists to free up the team's time, not add complexity.
The payment link lives inside the contract PDF and the welcome email — clients never have to look for it.
The client's card stays on file in PCI-DSS compliant infrastructure: the agency never asks for card details again, and the retainer charges itself every month.
Each retainer charges on its set date, with nobody triggering the collection by hand.
If a charge fails for a temporary shortfall, the system retries over the following days before the agency even notices.
The agency's own accounting software knows automatically which invoices are settled — no more manually matching payments to invoices.
A report flags exactly where payments drop off at checkout, before they turn into unpaid invoices.
"In our sector, campaign performance is everything. Stopping the chase for payments and automating everything with Daevon allowed us to focus our energy on our clients' growth strategies. Today, collecting payments is a non-issue."
Recurring payments for agencies: what people ask
Rarely, once they try it. Saving card details a single time, through a secure Pay-by-link attached to the contract, and never having to think about payment again is seen as a convenience, not a hurdle. Corporate cards also give clients better spending limits and longer payment terms.
Payment updates the agency's own software automatically, through a webhook or an API/Zapier connection, and the invoice only goes out once the charge has actually gone through. No credit notes to fix by hand, no hours spent checking bank statements.
The system catches it on its own. If a charge keeps failing, the client automatically gets a new link to update their payment details, and delivery pauses until they do — nobody at the agency has to chase it.
Yes. Moving from one-off transfers to native recurring billing turns ongoing consulting into a real subscription: lifetime value per client goes up, and revenue becomes predictable.
Running an agency on monthly retainers?
Collect every retainer automatically, cut unpaid invoices to zero, and free your team to focus on client growth.
Chiara
Daevon Support