🟢 Retainer

What Is A Retainer Invoice?

• No code required.

• Retainer invoices are documents the firm can provide to the client to ask for funds prior to the project starting.

• It's a method of securing services for use when required. In other words, it's a form of deposit or pre-payment made by a client to secure services for a future project or period.

• It ensures commitment and availability of services..

Retainer Invoice Creation

• In the retainer creation process, administrators gain the convenience of selecting customers, while customers are empowered to personalize their experience.

• Customers can independently choose products or projects, and have the freedom to adjust prices, quantities, text, and even access exclusive discounts.

• This ensures a tailored and collaborative approach that perfectly suits individual preferences and needs.

Retainer In Accounting

• The term “retainer” in accounting means the client pays a part or all of the services as an advance.

• If, in case, the retainer is “pay for access,” it means the business or service provider must provide services to the client regularly for a set number of hours every month.

• Also, the retainer payment must be paid immediately after the agreement is signed.

Use-Cases

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