Consultancies & agencies
Use Pay Advantage to collect recurring retainers by direct debit and project deposits by payment link. Clients can authorise payments and sign engagement terms online, with automatic tax invoices when invoicing is enabled.
Set up client payments
Challenges Facing Consultancies and Agencies
Retainers, project deposits and milestone invoices need a consistent payment process to support your cash flow.
Collect retainers by scheduled direct debit and send payment links for project deposits.
Enable automatic tax invoices after payments and share online receipts that reflect refunds.
Attach your terms with Digital Agreements so clients sign them alongside their payment authorisation.
Payment solutions
Set up payment arrangements at the start of an engagement and manage collection, invoicing and receipts as the work progresses.
Create a Direct Debit Plan for each retainer package and share a link for clients to authorise recurring payments.
Explore Direct Debit PlansUse Digital Agreements to collect a signature for your engagement terms and direct debit authorisation together.
Explore Digital AgreementsAdd a one-off onboarding fee as the starting amount, before recurring retainer payments begin.
Explore Direct DebitEnable invoicing to send clients an itemised tax invoice automatically after each payment.
Explore Customer InvoicingGive customers an online receipt that updates to reflect partial or full refunds.
Explore Customer ManagementInclude a payment link with your proposal so clients can pay the agreed deposit online.
Explore Pay by LinkAdd Pay Now to Xero milestone invoices so clients can pay online and payments are matched automatically.
Explore Xero IntegrationReceive failed-payment notifications and send clients a link to pay the outstanding amount.
Explore Direct DebitOffer clients a discount for paying by PayID, PayTo or direct debit to encourage lower-cost payment methods.
Explore Discount PricingPayment tools
Google reviews
Easy setup, helpful service when you need it and able to make my business stand out among the rest, even though I may not be as big as my competitors (yet!)
Pay Advantage delivers some of the best – if not the best – customer service. From the moment you reach out, you're treated with genuine care. The team doesn't just resolve your concerns, they understand your needs and offer thoughtful options. Massive kudos to the whole Pay Advantage team!
Natalia was prompt and friendly. Would highly recommend working with her to have queries answered and actioned.
Yes. Create a Direct Debit Plan for the retainer and share its sign-up link. Clients enter their details and authorise recurring payments online. Add Digital Agreements to collect signed engagement terms in the same process.
Yes. Enable invoicing to send clients an itemised tax invoice automatically after each payment.
Yes. Each payment has an online receipt link that updates to reflect any partial or full refund.
Yes. Connect Pay Advantage to add Pay Now to your Xero invoices. Payments made through the integration are matched to their invoices automatically.
Offer a discount for eligible PayID, PayTo or direct debit payments to encourage lower-cost payment methods. You can also set a maximum card payment amount so invoices above that limit are paid by another available method.
Create your free account to explore retainer plans, project payment links and automated invoicing. No setup fees or lock-in contracts.
Invoice INV-0412