Retainer jobs with recurring invoices
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Retainer jobs with recurring invoices
- 1 Minute to read
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This process should be followed when you have any monthly/quarterly retainer fee agreements. This page will show you how to create a Retainer Job with recurring invoices.
Step 1: Create a Retainer Job
Create a Job and select the cycle “Retainer Job”.
The Job status can be either “proposed” or “live.
This will add an extra tab in the job window called Ret Invoices that saves the invoice information.
Quotes for a retainer job have an additional option - please select the appropriate invoice cycle.
The quote and pipeline is below - you are not able to change the info in the pipeline from the quote screen. The system assumes the cash flow will begin in month one. If you wish to change the start date of the cash flow - refer to step 4 below on “Review Sales Pipeline for Retainer Jobs”
| Recurring Invoice | |
|---|---|
| Field Name | Field Description |
| Next/Final date | Add in the start and end dates for the Agreement, the next date is also the date of the next invoice |
| Date Range | Select the date range which covers the period on the invoice |
| Description | This is the description you would like to see on the invoice, if you right click in the description field you can add start/end dates so that they will auto populate with these dates for each invoice |
| Stationery | Choose the stationery template for the printed invoice |
Sample of the aved recurring invoice
Step 4: Processing Retainer Invoices
Select "create next invoice" in the Rec. Invoices tab
Navigate to Costing > Invoices and credit notes
If Retainer Invoices are scheduled for the day, the following message will appear - click create 30 invoices.
Test invoices will be created for review and then will need to be log in the normal manner.
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