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Retainer – Dash SaaS Add-on

(3 Reviews) (84 Sales)

Pre-Required : WorkDo Dash SaaS
Free 6 Months of Support
Free Lifetime Updates
100% Money Back Guarantee
Last Update:
30 December 2024
Published:
25 May 2023

$29

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How to install Dash Addon

With the Retainer Module Integration in Dash SaaS, managing and creating new retainers has never been easier. This feature streamlines the process of setting up and maintaining retainers, allowing you to efficiently track client agreements and ensure timely payments.

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STRONG BRAND

Seamless Retainer Creation

Create new retainers effortlessly within Dash SaaS. Our intuitive interface guides you through the process, allowing you to define retainer terms, payment schedules, and client details with ease. Whether setting up a new retainer agreement or renewing an existing one, Dash SaaS simplifies the process, saving you time and reducing administrative overhead.

Comprehensive Retainer List Viewing

View and manage your list of retainers seamlessly within Dash SaaS. Access detailed information about each retainer, including client details, payment history, and contract terms. With a comprehensive overview of your retainers, you can stay organized and informed, ensuring that all client agreements are up-to-date and accurately maintained.

Uses :

Proposal to Retainer Conversion
Prepayment for Invoices
Retainer to Invoice Conversion
Payment statuses - draft, open, accepted, declined, close
Payments can be done with the help of multiple payment gateways

From our system

Screenshots from our system

To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

Additionals

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Unlock even more functionality with additional add-ons, providing enhanced networking and customization options for your Dash SaaS experience.

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Integrating the Outlook Calendar module into Dash SaaS revolutionizes how you manage your schedule. This powerful integration allows you to seamlessly sync your appointments, meetings, and events from Outlook directly into Dash.

Car Dealership

Welcome to Dash SaaS Car Dealership Integration! Your dashboard is the control center for your dealership, offering a comprehensive overview of performance metrics. Total customers and vendors are tracked, providing insights into your dealerships reach and supplier network strength. Additionally, total car purchases and sales metrics offer vital information for evaluating operational efficiency. The bar graph comparing car sales to purchases facilitates informed decision-making on inventory management strategies. Meanwhile, the cash flow graph visually represents your dealerships financial health, aiding in budgeting and forecasting efforts.

E-Invoice for European

European Compliant Invoicing is an innovative module designed to streamline and optimize the invoicing process within the European framework. With a strong focus on compliance and adherence to European e-invoicing standards, this module empowers businesses to generate and manage invoices efficiently, ensuring seamless transactions and regulatory compliance.

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