Client Retainers
in progress
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Maurice Birt
We have clients pay us before we do the work and need to be able to post retainer payments. We then perform the work and bill our time against the retainer. I'm kind of surprised this isn't already a feature.
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Alicia Welshimer
Amanda Aparicio could I get access to the closed beta for the retainers feature as well?
Amanda Aparicio
Alicia Welshimer, yes! I'll email you shortly!
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Marcy Hartung
Not sure if you still need input - but I would set it up just like you did the credit memos. Under the billing area, with the ability to apply it as we see fit.
Amanda Aparicio
Marcy Hartung: we currently have a closed beta for our retainers feature. Would you like to test it out?
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Marcy Hartung
Amanda AparicioId love to!
Amanda Aparicio
Marcy Hartung: Sent you an email!
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Nikki Masse
Amanda Aparicio I would like to try it!
Amanda Aparicio
Nikki Masse, awesome! I'll send you an email with more information in a moment!
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Nikki Masse
Amanda AparicioAwesome thank you :)
Amanda Aparicio
in progress
Amanda Aparicio
planned
Amanda Aparicio
under review
⚠️We need your input on how to best implement this! ⚠️
Schedule a 30-min chat with me to help us better understand what exactly is needed with a retainer feature:
Amanda Aparicio
⚠️We need your input on how to best implement this! ⚠️
Schedule a 30-min chat with me to help us better understand what exactly is needed with a retainer feature:
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Irene Giordano
Ditto to Maurice regarding client retainers. Thanks!!
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Emily Taylor
We have a similar situation - this would be a great feature