Do you have clients on a monthly retainer? WorkflowMax can make managing retainers a breeze. Find out how in this short video.
If you're in an industry that charges clients in advance for a fixed amount of time each month - you could benefit from WorkflowMax's monthly retainer management. This video shows how to set up a recurring job to manage your retainers, how to record the prepaid time, and how to record and bill for additional costs.