Create Retainer Periods to easily track and invoice all your recurring services within set durations of time.
Using this guide, you can:
Your retainers module tracks all of your recurring services. Whether weekly, monthly, quarterly or annually, you can configure your retainers to fit the time frame you have agreed to provide a service to your clients. Your retainer periods track the work performed within these time frames. Your periods are like a bucket into which tickets, tasks, projects or general work activities are allocated.
When you first set-up a retainer, you'll encounter the Retainer Period heading, where you configure the terms and options for each period of the Retainer.
To set up a Period, click on the + Add New Period button on your Retainer.
You will notice that everything should be identical to the template you set up when you first added your Retainer Period template. There are only two key differences which we will go into detail below.