Recurring invoices for the work you sell.
Consultancies, agencies and other UK service firms: recurring invoices on every plan. Stripe and PayPal on every plan. Projects, timesheets and GoCardless on Business+. From £15/month ex VAT.
Quote, repeat, collect, reconcile.
Same ledger as everyone else. Time and Direct Debit wait until Business.
Quote
Sales → Estimates. Convert to an invoice when the client accepts.
Repeat
Sales → Recurring Invoices for retainers. Weekly through yearly, or custom days. Every plan.
Time on Business+
Projects and Timesheet. Create Invoice from the project or from unbilled timesheet rows.
Collect
Stripe or PayPal Pay Now on every plan. GoCardless on Business+. Chase from Emails → Payment Reminders.
The sales loop a retainer firm actually runs.
Invoices
One-off and recurring in Sales. Credit notes and payments received in the same menu.
Estimates
Send the quote, convert to an invoice. No separate sales-order document.
Reminders
Send one, send a batch, or turn auto on. Three levels you set in Reminder Settings.
Stripe and PayPal
Pay Now on the invoice. Connect in Settings → Payment Gateways. Every plan.
Bank CSV
Smart Bank Import, then Reconcile. Bank rules on Business+.
Expenses
Key supplier costs in Purchases → Expenses. Recurring expenses for known costs.
When the firm needs time and Direct Debit.
Pick by time tracking and company count.
Solo · £15
Invoices, recurring invoices, reminders, Stripe, PayPal, expenses, bank CSV. Two users, one company, three banks.
Business · £39
Unlimited users. Adds projects, timesheets, GoCardless, bank rules, purchase orders, multi-currency.
Multi-Company · £69
Up to five companies. Business tools on each. Free migration for every company.
Practice
Unlimited companies. Quote only. Live chat on every plan.
Service-firm questions
Can I bill retainers in SwiftBooks Pro?
Yes. Sales → Recurring Invoices on every plan. GoCardless is on Business+. Stripe and PayPal are on every plan. See recurring and reminders.
Do I need Business for time tracking?
Yes. Projects and Timesheet are Business, Multi-Company and Practice. Create Invoice from the project or from unbilled timesheet rows. See projects.
How do I collect Direct Debit?
GoCardless on Business and above. Stripe and PayPal Pay Now on every plan, including Solo. See online payments.
Does SwiftBooks Pro file VAT returns?
No. Keep the books here.
Start on Solo. Add time when you need it.
Recurring invoices from day one. Move to Business when you want projects, timesheets or GoCardless.