Retainer Integration in Dash SaaS

Introduction

Introducing the Retainer feature, a versatile tool that simplifies financial transactions and service commitments between businesses and their clients. Retainer invoices serve as a mechanism for firms to request funds before project commencement, effectively securing services for future use. In essence, this method operates as a deposit or prepayment, instilling a sense of commitment and ensuring the availability of assistance when needed.

With Retainer Creation, administrators and customers alike benefit from a user-friendly process. Administrators have the flexibility to select customers, while customers can personalize their experience by choosing specific products or projects. They can adjust prices, quantities, and text, and even access exclusive discounts, facilitating a collaborative and tailored approach that perfectly aligns with individual preferences and requirements. In accounting, a “retainer” signifies partial or full advance payments for services, with the understanding that services will be provided regularly for a set number of hours each month. It is a secure and straightforward method that ensures financial agreements are promptly honored, benefiting both service providers and clients.

Workflow

Installation

Step-1: Super Admin Access:

Firstly, the super admin has to add the Retainer add-on by following a few steps.

• Login to the super admin side and scroll down to “add-on manager”.



• Click on the “+” (Module Setup) button to add the add-on.



• You will find a box where you will have to attach the ZIP file of theRetainer Add-on.”



• After you add the ZIP file, the add-on will be displayed on the add-on-manager page, and the super admin has to enable this add-on.

Step-2: Company Login Access:

After the super admin enables the add-on, the admins can purchase the add-on and have access to the Retainer add-on by following the steps mentioned below.

• So, the admin has to first purchase the add-on by navigating to the “subscription plan” page, and then you have to click the “usage plan” and find the Retainer add-on and buy it.

Step 3: How to use the Retainer Add-on?

• After purchasing the add-on, you will easily see the Retainer add-on in the menu.



• After you click on the retainer add-on, you will get to see the list of retainers.
• You can also see the retainers separately by selecting a particular date, customer, and status and then searching for them.
• On that page, you’ll see the retainer number, customer, issue date, due amount, status, and action.
• In the action column, you can convert the retainers into invoices, make them duplicates, view the retainers, edit them, and at last delete them.

So, this is how you can have access to the retainer add-on by following the procedure given above.