Retainers, commission and cash, without the spreadsheet.
Retainer and commission contracts with their renewals, invoices raised in Zoho Books for you, commission worked out from each client's own sales, and revenue, MRR, NRR, the forecast and cash for the people allowed to see money.
Revenue by month, split into retainer and commission.
See what the agency earns each month and where it comes from, with monthly recurring revenue, net revenue retention and a forecast for the months ahead.
- Retainer and commission by month
- MRR and NRR
- A forecast for the months ahead
Commission from the client's own sales, worked out for you.
Each client's contract holds its retainer, its commission terms and its renewal date. Commission is worked out each month from the client's sales in the app, and locked when the month closes.
- Retainer and commission contracts
- Renewals in view before they fall due
- Months locked once closed
Invoices raised in Zoho Books, and what each client still owes.
Retainer and commission invoices are raised in Zoho Books from each contract, automatically, with their status synced back. Cash and receivables show what has come in and what each client still owes.
- Retainer invoices raised from each contract
- Commission invoices from each month's sales
- Cash, and what each client still owes
Questions from agencies
Who can see agency finance?
Only the roles you allow. Account managers see each client's status and hours, never the money.
Do we need Zoho Books?
Contracts, commission and revenue work without it. Raising invoices automatically needs Zoho Books.
