- Open the project › Finance › Payments, and on the Billing card click Make it a monthly retainer.
- Set the monthly fee and what's included each month, in hours or in requests.
- Choose what happens to what's left at the end of the month: it's lost, or it carries over up to a limit.
- Set the first month, the last one if there is one, and the invoice day. Click Save retainer.
What happens next
- The monthly invoices are scheduled by themselves, two months ahead.
- At 75 %, 90 % and 100 % of the month, the project lead and the admins are notified. Extra hours are never invoiced on their own.
- The card has Pause, Edit and End.
Requests from the client
Switch on Take requests from the portal. In the portal the client clicks New request, says what they need and by when, and can attach files. It arrives as a task in the project.
With Asaas, the monthly invoice can be charged automatically. See Pix, boleto and card with Asaas.