Skip to content

Mon–Fri 9:00am – 5:30pm

Limited Get 30 days free on any paid plan. Start free trial
Projects

Fixed fees and retainers, with the real margin visible.

In short

Pick billing method Fixed Cost for Project and set budget hours so you still see time used. For a monthly retainer use Sales → Recurring Invoices. There is no separate retainer-allowance engine.

What you can do

Bill fixed, measure real.

Predictable billing without losing sight of profitability.

📦

Fixed Cost for Project

That billing method plus budget hours. Recurring invoices cover the monthly fee.

⏱️

Track time anyway

Log hours even on fixed fees to measure true profitability.

🔁

Recurring invoices

Sales → Recurring Invoices for the monthly amount. Not a project-allowance tracker.

Why it matters

Know your fixed-fee margin.

💰

True margin

See whether a fixed fee genuinely covers the work it takes.

🚧

See hours vs budget

The project hours bar shows logged versus budget hours. No auto email.

📅

Predictable revenue

Recurring retainers give you steady, forecastable income.

FAQ

Common questions

Can I run fixed-fee projects in SwiftBooks Pro?

Yes. You can set a fixed price or a recurring monthly retainer for a project and bill accordingly.

Can I still track time on a fixed-fee project?

Yes. Tracking time against a fixed fee lets you measure whether the price covers the effort.

How are retainers billed?

Retainers can be billed automatically each period, giving you predictable recurring revenue.

Can I see if a fixed fee is profitable?

Yes. By comparing the fee to the time and costs logged, SwiftBooks Pro shows the real margin on fixed-fee work.

Price fixed, stay profitable

Fixed fees without the guesswork.

A fixed fee only works if it covers the effort. SwiftBooks Pro tracks time against retainers and fixed prices so you know the real margin.