Retainer – WorkDo Dash SaaS Finance Add-On

Retainer – Dash SaaS Add-On.The Retainer – Dash SaaS Add-On simplifies client engagement and recurring payment management with robust retainer tracking capabilities. Designed for service-based businesses, legal firms, and consultants, this add-on streamlines the process of setting up, managing, and invoicing client retainers. Automate recurring billing, track hours or deliverables against retainers, and ensure transparent financial operations. Fully integrated within the Dash SaaS suite, it enhances billing efficiency, client satisfaction, and revenue consistency.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

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The Retainer Add-On lets you create and manage advance payments for projects and accounting. It connects with both the Accounting and Project Add-Ons. Retainers can be converted into invoices and support manual and online payments. When linked with a bank account, payments can be processed directly via the retainer. Users can also resend retainers and download PDF templates for record-keeping.

Check here : Retainer Integration | Client Relationships, Perfected | Dash SaaS Tutorial

Streamline Retainer Billing from Creation to Payment

Manage recurring client billing with ease using the Retainer Add-On. Start by creating retainers with client details, issue date, and amount. Track the status as Draft, Sent, or Approved, and perform quick actions like Edit, Duplicate, Convert to Invoice, or Delete. Use the Copy Link feature to securely share retainer details with clients. Add payments manually or via integrated gateways for real-time status updates. This add-on ensures smooth, transparent, and flexible retainer handling from creation to payment.

Retainer Management

Retainer Management provides a centralized and streamlined system to create, monitor, and manage client retainers with complete visibility and control. This feature is designed to simplify your financial workflow by allowing you to efficiently handle ongoing client agreements and pre-paid service arrangements from a single, organized interface. From the centralized retainer list, you can access all existing retainers along with essential details such as client name, retainer number, amount, due date, and current status. This enables quick insights into your financial commitments and billing cycles, reducing the time spent navigating through individual records.

Retainer Overview & Controls

Access complete retainer information and manage every aspect of the retainer from a single, detailed view. The Retainer Overview & Controls section provides a centralized interface where you can handle payments, review documents, and communicate with clients seamlessly. You can record manual payments, manage partial or full transactions, and maintain accurate financial tracking without switching screens. The system also allows you to access and share receipt summaries, ensuring transparency and professionalism in your billing process. Additionally, all related documents can be attached and viewed within the same page, while direct communication options make it easy to follow up with clients. This unified view simplifies the entire retainer management workflow, making it faster, clearer, and more efficient.

Retainer Payment

Retainer Payment allows customers to pay their retainers securely through integrated online payment gateways, offering a smooth and convenient payment experience. Clients can simply select a connected payment gateway, enter their payment details, and submit the payment securely. Once processed, the system automatically updates the retainer status and records the transaction in real time, eliminating the need for manual updates. This ensures accurate financial tracking and enhances customer satisfaction by providing a quick and hassle-free way to complete payments.

Easy Retainer Print Template

Easy Retainer Print Template allows you to customize the appearance of your retainer documents with predefined, professionally designed templates. You can select and apply a template that aligns with your brand’s identity, ensuring that every printed or downloaded retainer maintains a consistent look and feel. These templates help you control the layout, structure, and styling of your documents making them not only visually appealing but also clearly organized for your clients. Whether you're sending or printing retainers, this feature ensures your documents reflect your business professionalism and branding preferences.

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Check here : How to install Dash Add-On