Retainer

💲 Advance Payment Control: Introducing the Mewayz Retainer Add-On

A streamlined solution for creating and managing advance payments for projects and accounting, ensuring transparent and flexible handling from creation to payment. The Mewayz Retainer Add-On connects seamlessly with your Accounting and Project Add-Ons, supports both manual and online payments, and simplifies the process of converting retainers into final invoices.

🎯 Key Features for Retainer Management:

• Retainer Management & Overview:

  • Centralized Control: Provides a centralized system to create, monitor, and manage client retainers with full visibility of client name, amount, due date, and current status (Draft, Sent, Approved).

  • Quick Actions: Perform quick actions like Edit, Duplicate, Convert to Invoice, or Delete. Use the Copy Link feature to securely share details with clients.

  • Unified View: Access complete retainer information, handle payments, review documents, and communicate with clients seamlessly from a single, detailed Retainer Overview & Controls section.

• Retainer Payment & Processing:

  • Flexible Payments: Add payments manually (for cash/cheque) or via integrated online payment gateways for real-time status updates.

  • Online Security: Clients can pay their retainers securely through connected payment gateways, which automatically updates the retainer status and records the transaction in real time.

  • Bank Linking: When linked with a bank account, payments can be processed directly via the retainer.

• Quote-to-Invoice Conversion:

  • Seamless Transition: Retainers can be converted into invoices, providing a clear audit trail and streamlining the billing process once the project or work is complete.

• Easy Retainer Print Template:

  • Professionalism: Customize the appearance of your retainer documents using predefined, professionally designed templates.

  • Record-Keeping: Download PDF templates and resend retainers for record-keeping, ensuring documents maintain a consistent look, structure, and branding.

Ready to simplify your advance payment processing and client billing?

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