BeautyLand Tools · Onboarding & billing

NEVER CHASERetainersAGAIN

Client onboarding, monthly billing, payments and bank reconciliation for an agency that runs on retainers. Every rupee billed, collected and pending, on one screen.

1Screen for billing
0Missed invoices
3Currencies
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onboarding.beautyland.io
OverviewThis month at a glance
+ Add client
🔔 2 new clients waiting for approvalSee all →
S
SXXXXMeta Ads · UGC · from CRM
₹7X,XXXApprove
C
CXXXXGoogle Ads · Website lead
₹4X,XXXApprove
Active clients1Xbilled this month
Billing₹1X,XX,XXXretainers + one-time
Collected₹1X,XX,XXX7X% collected
Pending₹4,XX,XXXX overdue
Revenue · 12 monthsbilled vs collected
Payment reminders
V
VXXXXDue 1 Nov
₹1,XX,XXXDue in 3d
D
DXXXXDue 20 Oct
₹7X,XXXOverdue 5d
L
LXXXXPaid 2 Oct
₹8X,XXXPaid

Illustrative preview · sample data is masked

Inside Retainer Desk

Everything it does, in one place

Client onboarding✦Monthly billing✦Payment reminders✦Bank statement match✦Client onboarding✦Monthly billing✦Payment reminders✦Bank statement match✦
CEO dashboard✦GST auto-fill✦Bulk import✦One-time projects✦CEO dashboard✦GST auto-fill✦Bulk import✦One-time projects✦

What it does

Built for BeautyLand

Every feature came from a real problem in running a beauty-brand agency. No bloat, no per-seat pricing.

◈

Onboarding approvals

Deals won in the CRM land here as approvals. One click adds the client, services and billing day.

⬡

Automatic monthly bills

Retainers bill themselves every month, plus one-time projects, each with its own due date.

◎

Payments & reminders

Paid, due soon, overdue. Mark paid in a click and see exactly who still owes you.

◇

Bank statement match

Upload a statement and payments are matched to clients automatically, with undo.

✦

CEO dashboard

MRR, ARR, churn, LTV, client concentration and service mix, month by month.

⬟

GST & bulk import

Type a GSTIN to fill legal name and address. Bring every client in from one sheet.

PaymentsEvery bill this month
Upload bank statement
Bills · this month5 paid · 3 pending
L
LXXXXMonthly retainer · due 1st
₹8X,XXXPaid
V
VXXXXMeta + Google Ads · due 5th
₹1,XX,XXXPaid
S
SXXXXShopify CRO · due 10th
₹6X,XXXDue in 2d
K
KXXXXUGC + Meta Ads · due 1st
₹9X,XXXOverdue 9d
R
RXXXXWebsite revamp · one-time
₹1,XX,XXXDue 12th
M
MXXXXMeta Ads · due 5th
₹5X,XXXPaid
Retainer Desk

Every bill. Every due date.

Know in one glance what is paid, what is due this week and who is late.

  • Retainer + one-time bills per month
  • Due and overdue status with day count
  • Mark paid, part-paid or undo in one click
CEO dashboardRecurring revenue health
MRR₹1X.XL▲ growing
ARR₹1.XCrrun-rate
ChurnX.X%per month
LTV₹1X.XLper client
MRR · 12 monthsvs target
Service mix
Performance marketing4X%
Meta Ads2X%
Shopify CRO1X%
UGC content1X%
Retainer Desk

Your agency, in numbers

A CEO view of the retainer business: recurring revenue, churn and the clients you depend on.

  • MRR, ARR and net new MRR
  • Churn, tenure and lifetime value
  • Service and market mix
ApprovalsWon in Leads CRM → billing in one click
Waiting for you3 pending
S
SXXXXMeta Ads, UGC · closed by RXXXX
₹7X,XXX/moApprove
C
CXXXXGoogle Ads · closed by KXXXX
₹4X,XXX/moApprove
G
GXXXXShopify CRO · closed by RXXXX
₹6X,XXX/moLink existing
Recently approved
L
LXXXXAdded to billing · day 1
₹8X,XXX/moApproved
P
PXXXXAdded to billing · day 5
₹3X,XXX/moApproved
Retainer Desk

Won in CRM → billing in one click

Sales closes the deal, you approve it, billing starts. No re-typing, no missed clients.

  • Created automatically from closed deals
  • Duplicate guard: link to an existing client
  • Services, value and owner carried over

One connected system

Part of the BeautyLand OS

Five tools, one flow of data: from the first lead to the founder’s P&L.

onboarding.beautyland.io

Ready to open
Retainer Desk.

Accounts are created by the BeautyLand admin. Use the login your admin shared with you.