When a retainer renewal date hits, this workflow sends your client an email with a direct payment link — no chasing required. You set the retainer amount and renewal schedule once in a spreadsheet or database, and the automation handles the rest. Clients pay faster because the link is right in front of them.
Build a retainer schedule table in Notion with client name, amount, and renewal date
Connect Notion to Make and set a date-based trigger for renewal day
Create a QuickBooks Online invoice automatically when the trigger fires
Pull the payment link from QuickBooks and insert it into an email template
Send the email to the client through your email provider
Log the send date back into Notion for your records
Create a free account to get the steps written out for your tools, click by click.
Create a free accountGet retainer payments faster and spend less time on follow-up calls.
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