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Retainer – Dash SaaS Add-On

(2 Reviews) (88 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    13 June 2025

  • Published:

    25 May 2023

$29
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View WorkDo Dash SaaS Documentations

Explore WorkDo Dash SaaS User Manual

How to install Dash Add-On
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.

retainer
retainer

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.

retainer
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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.