Retainer Requests

🔎 Exploring
Team indema

Ability to request a retainer, when the button is clicked, the system will bring you right to the invoice section to create a new invoice.

Once the invoice retainer is paid by the client, the amount of that invoice will be added to "Credit" on the clients account.

When you then create an invoice (later) you will have the option of adding a % of the retainer or a $ amount of the retainer to that invoice specifically.

When this happens, there will be a payment recording under the clients account as a retainer, similar to credit notes.

1 year ago

Team indema changed status to 🔎 Exploring

1 year ago

Team indema changed status to 🛠 In-Development

1 year ago

4 votes
🎉 Feature