Client Retainer Tracker

Client Retainer Tracker is an offline app (one HTML file in a zip) for a freelancer, small agency or consultant who bills clients a fixed amount every month. You set up each retainer with its monthly fee, the hours included and the rate for extra hours. At the start of each month one press adds a billing row for every active retainer. You enter the hours used, the app works out the extra-hours charge, and a printable invoice page is ready. It tells you which months were never billed and which invoices are late.

The problem it removes: A retainer is billed every month, so it is the easiest invoice to forget. A month is skipped when the work gets busy, extra hours over the included time are never charged, a price rise is not applied from the right month, and nobody notices that a client has not paid for six weeks. This app turns every retainer into a monthly to-do row and a list of months with nothing billed.

What is inside:

• Retainers page: monthly value of active retainers, rows due to invoice, invoices unpaid and overdue, and retainers with months that were never billed
• Two buttons: Add this month's rows and Add last month's rows create a billing row for every retainer that needs one, with the fee copied so a later price change does not rewrite old months
• Hours used against hours included, with the extra hours and their charge worked out for you
• A month cannot be added twice to the same retainer, and an invoiced row must carry an invoice number and date
• Payment terms in days, due dates, days overdue and a WhatsApp reminder message for each late invoice
• Printable monthly retainer invoice page with VAT at the rate you enter, and a retainer statement list
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: freelance designers, developers, marketers, bookkeepers, consultants and small agencies with three to thirty clients on a monthly fee for social media, website care, support hours, bookkeeping or advisory work.

What it is NOT: It does not send invoices, take payments or run a timer. Hours used are typed by you at month end. The invoice layout is an example, not a promise that it meets the invoice rules that apply to you. It does not decide a fair retainer price or pay any tax. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (131 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1396 calculated values (25 randomised rows plus the example data) with 0 mismatches. Safari engine (WebKit): smoke test passed; Firefox: could not be launched. Not tested: Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).