Connected business workflows
Contracts, invoicing, and payments for consultants
Manage consulting agreements, signatures, project invoices, and recurring client billing in DjetPay.
Agree on the engagement before billing
Define the deliverables, schedule, and payment terms in a contract. On Business, two-way signing lets your business sign first and send the agreement to the client.
From signed scope to project invoice
Contract Invoice connects the agreement to its related invoice and payment workflow. For a workshop or project, explain which deliverable each invoice covers and keep the payment record with the client.
Manage ongoing consulting work
Pro and Business support recurring billing for agreed ongoing services. A recurring charge should reflect the schedule you have agreed with the client; it does not replace the engagement terms.
Schedule, meet, and collect
Business provides public booking links for appointments and eligible ACH payments for client invoices. Combine these with customer records so you can review a relationship before the next session.
Common questions
Can I use DjetPay for consulting retainers?
Pro and Business support recurring billing for ongoing services. Business adds agreements, signatures, booking, and eligible ACH payments.
