Request a Retainer
Use this template to create and send professional retainer requests to your customer.
On the retainer, you could define how much work and what type of work you'll be doing, any invoicing procedures you're expected to follow, the date you're to be paid by and the amount you're to receive each month.
A retainer is paid before services have been performed. After you've received payment, mark the retainer as paid.
When you later invoice the customer, the payments from the retainer are used to pay for the invoices.
|||Create and send retainer requests|||
|||Get notified when a request is viewed|||
|||Track payments by marking the retainer as paid|||
|||See the balance on each customer|||
|||Invoice against the retainer|||
|||Integrates with Invoicing and Accounting|||
|View full feature list|||
To create a free trial account on Skynova, enter your e-mail address and a password below.
Create professional retainers in seconds. The user-friendly template allows you to add as much or as little detail as you need. Include discounts, shipping details, a personal thank you message and more.
You will receive an notification when your retainer request is viewed by your customer. No more worrying whether your retainer request has been received.
Track payments by marking retainers as paid.
Keep accurate records for each customer in the List of Retainer Balances and know exactly how much you'll need to invoice.
When you later invoice the customer, you can apply the payments from the retainer to the invoice.
If you often need to send the same retainer, you can duplicate retainers to create retainers even faster.
It's not always easy managing retainers, but with Skynova you can easily handle retainer balances and invoices, and make sure the behind-the-scenes accounting is done right. The total balance for each retainer updates automatically as retainers are paid and invoices sent out.
Skynova is designed to be as intuitive as possible, but if you need assistance, our Support Team is always ready to help, 7 days a week.
With over 20,000 positive reviews, our representatives are knowledgeable and will assist with any questions you have.