Request a retainer
before starting work

Manage retainers by creating professional retainer requests, tracking payments, invoices and customer balances.

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Outstanding Customer Support
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1. Create 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.

2. Track payments

A retainer is paid before services have been performed. After you've received payment, mark the retainer as paid.

3. Invoice against the retainer

When you later invoice the customer, the payments from the retainer are used to pay for the invoices.

Features


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
Duplicate retainers
Integrates with Invoicing and Accounting
View full feature list

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Feature List


Create and send retainer requests

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.

Get notified when a retainer is viewed

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

Track payments by marking retainers as paid.

See the balance on each customer

Keep accurate records for each customer in the List of Retainer Balances and know exactly how much you'll need to invoice.

Invoice against the retainer

When you later invoice the customer, you can apply the payments from the retainer to the invoice.

Duplicate retainers

If you often need to send the same retainer, you can duplicate retainers to create retainers even faster.

Integrates with invoicing and accounting

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.

Outstanding Customer Support
based on over 20,000 reviews

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.

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