Four contract templates, not one
The Freelance Service Agreement, the Retainer Agreement and the Mutual NDA now sit beside the Project Contract on the dashboard. The Service Agreement is for one job: one fee, one delivery date. The Retainer is a monthly fee invoiced in advance, with a minimum term and notice period you set. The NDA is mutual confidentiality before any work is agreed. Billing follows the template. A Project Contract or Service Agreement becomes one invoice for the fee, or the balance if you raised a deposit invoice first. A Retainer bills one month at a time, each invoice naming its month, and you raise each one yourself. An NDA has nothing to bill.