Setting Up Retainers

Posted by Genny Stevens on Jan 22, 2016 10:06:30 AM

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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.

Topics: Quotes and jobs

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