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For Consultants

Keep every consulting payment clear, from kickoff to final payment.

Organize client deposits, engagement milestones, recurring retainers, and outstanding balances. Know what's been paid, what's still owed, and what's due next.

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Business Growth Consulting for Northstar Group: $6,000 contract value, $3,600 collected and $2,400 outstanding. Kickoff deposit paid, strategy delivery partially paid, final engagement payment upcoming, alongside an $800 monthly advisory retainer.
The Challenge

Your client engagements vary. Your payment records shouldn't become complicated.

One client pays upfront. Another pays after each consulting phase. A third has a monthly advisory retainer. When every engagement has different payment terms, keeping track of what's been received and what's still due can take more time than it should.

Different clients. Different payment terms.

Manage fixed-fee engagements, deposits, project milestones, and retainers without mixing up payment records.

Outstanding balances aren't always obvious.

Keep track of partial payments and remaining amounts across multiple client engagements.

Recurring retainers need consistent records.

See expected, received, and upcoming payments for ongoing advisory relationships.

A payment tracker for consultants keeps business, marketing, IT, and management consulting payment records clear across simultaneous client engagements.

Built for Your Engagements

One consulting engagement. Every payment accounted for.

Whether you collect an upfront deposit, charge after each phase, or receive the final balance on delivery, keep your payment schedule connected to the right client and engagement.

Business Growth Consulting

Northstar Group · Consulting engagement

Currency: USD

See what’s paid. Know what to follow up on.

One record connects the agreed fee, each milestone, and every payment received.

Agreed engagement value
$6,000
Across 3 payment milestones
Payments received
$3,600
60% of the agreed fee collected
Still to collect
$2,400
$1,200 strategy + $1,200 final balance

Scroll the schedule to see all payment amounts and statuses.

Business Growth Consulting for Northstar Group. Contract value $6,000.
Payment & timingExpectedReceivedRemainingStatus
Kickoff DepositBefore the engagement begins$2,400$2,400$0Paid
Strategy DeliveryOn delivery of the strategy$2,400$1,200$1,200Partially Paid
Final Engagement PaymentOn completion of the engagement$1,200$0$1,200Awaiting Payment
Collection progress60% collected

Next to follow up: $1,200 for Strategy Delivery

The kickoff deposit is fully paid. Track the remaining strategy payment separately from the $1,200 final balance due on completion.

Consulting milestone payments stay connected to your agreement. Whatisdue records payments; it does not bill or collect them.

Why Whatisdue

Clarity across every client, engagement, and payment.

Keep your consulting payment records organized without relying on disconnected spreadsheets or manually calculating what every client still owes.

Keep every engagement organized.

Connect clients, consulting projects, agreed contract values, and payment schedules.

Track deposits and milestones.

Follow payments from engagement kickoff through individual project phases and final delivery.

Stay on top of outstanding balances.

See what has been received, what's partially paid, and what clients still owe.

Understand what you actually receive.

Record payment processing fees and other deductions while keeping client payment balances accurate.

How It Works

Organize your consulting payments in three simple steps.

Track consulting payments from the agreed schedule to the remaining balance.

01

Add your client and engagement.

Create a project for your consulting engagement, connect the client, and enter the agreed contract value.

Illustration: Add your client and engagement.
02

Set your payment schedule.

Add deposits, consulting milestones, final payments, or recurring retainer arrangements.

Illustration: Set your payment schedule.
03

Record payments and track what's due.

Record received payments, account for any fees, and keep outstanding balances clear.

Illustration: Record payments and track what's due.
Recurring Retainers

Ongoing advice deserves organized payment records.

When your client relationships continue month after month, keep each retainer payment connected to the right client. See which periods are paid, which payments are outstanding, and what's coming next.

Consulting retainer tracking brings monthly and quarterly advisory arrangements into the same view as fixed-fee engagements. These are payment records, not automatic recurring charges.

Monthly Strategy Advisory for Atlas Advisory at $800 per month: July and August paid, September upcoming. $2,400 expected, $1,600 received, and $800 remaining.
Payment Clarity

Know what your client paid and what you actually received.

Payment processing and platform charges can reduce the amount deposited into your account. Keep those deductions recorded alongside the original payment so your financial records stay clear.

The full $1,000 counts toward the client's payment. Fees reduce your net received amount, not the amount the client has paid.

The client paid $1,000 in full. Processing fees of $25 and platform fees of $5 total $30, leaving $970 net received. The client balance is $0: fees reduce earnings, not the amount paid.
Features

The payment-tracking essentials for every consulting engagement.

From individual projects to ongoing client relationships, keep every payment record connected and easy to follow.

Client Management

Keep client details, related engagements, and payment records connected.

Illustrative client management payment record for independent professionals

Project Tracking

Organize consulting engagements with their contract values and collection progress.

Illustrative project tracking payment record for independent professionals

Payment Schedules

Track deposits, project phases, completion payments, and custom payment arrangements.

Illustrative payment schedules payment record for independent professionals

Partial Payments

Record installments and see exactly how much remains unpaid.

Illustrative partial payments payment record for independent professionals

Recurring Payments

Keep ongoing consulting retainers and upcoming payment periods organized.

Illustrative recurring payments payment record for independent professionals

Outstanding & Overdue

Identify unpaid balances and payments that have passed their due dates.

Illustrative outstanding & overdue payment record for independent professionals

Shared product illustrations show separate example records.

Simple Pricing

Straightforward pricing for independent consultants.

One plan with the payment-tracking tools you need to stay organized across clients, engagements, and recurring retainers.

$4.99/month

Professional

Everything you need to keep client payments organized and know what’s still due.

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Everything included

  • Unlimited clients and projects
  • Flexible payment schedules
  • Partial and recurring payment tracking
  • Outstanding and overdue balances
  • Complete payment history
  • 14-day free trial
FAQs

Frequently asked questions

What to know about consulting payment management and getting started.

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Working across other types of client projects? Explore our payment tracker for freelancers.

Yes. Keep separate records for each client and consulting engagement, including agreed values, received payments, and outstanding balances.

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Give your clients your expertise. Keep your payments under control.

Start your free trial and get a clearer way to track consulting engagements, recurring retainers, and outstanding client payments.

Start Free Trial

14-day free trial. No credit card required.