The Retainer Add-on allows you to create and manage advance payments for projects and accounting. This Add-on integrates with the Accounting and Projects Modules, allowing advances to be converted into invoices, as well as supporting manual and online payments. When linked to a bank account, payments can be processed directly from the advance. You can also resend advances and download PDF templates for record keeping.
With this add-on, your company can simplify the billing process, from creation to payment. Perfect for managing recurring customer billing. You can start by creating advances with customer data, issue date, and amount, as well as track the status as Draft, Sent, or Approved and perform quick actions such as Edit, Duplicate, Convert to Invoice, or Delete.
You can also use the Copy Link functionality to securely share advance details with customers, in addition to adding payments manually or through integrated gateways for real-time status updates. This add-on ensures smooth, transparent, and flexible advance management, from creation to payment.
The Retainer Add-on assists in Fee Contract Management, offering a centralized and streamlined system for creating, monitoring, and managing fee contracts with complete visibility and control. This tool is designed to simplify your financial workflow, allowing you to efficiently manage ongoing client contracts and prepaid services from a single, organized interface. In the centralized fee contract list, you can access all existing contracts along with essential details such as client name, contract number, value, due date, and current status. This allows for a quick understanding of your financial commitments and billing cycles, reducing the time spent navigating individual records.
You can purchase the Add-on on a Monthly or Annual basis, depending on your needs.
Fee Payment allows clients to securely pay their fees 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 securely submit the payment. After processing, the system automatically updates the fee status and records the transaction in real time, eliminating the need for manual updates. This ensures accurate financial tracking and increases client satisfaction by providing a quick and uncomplicated way to complete payments.
Microjoob is a versatile system designed to help entrepreneurs and business owners optimize their operations and increase efficiency. It offers a wide range of powerful tools and modules, including project management, HR, accounting, CRM, sales, inventory management, and workflow automation. Ideal for startups, SMEs, and growing companies, Microjoob is a complete platform that allows teams to collaborate, monitor performance, and automate repetitive tasks, eliminating the need for multiple disconnected tools. Microjoob empowers companies to centralize their operations, increase productivity, and make assertive, data-driven decisions. Whether managing an entire company, a specific work team, finances, or customer relationship management, Microjoob offers a scalable and adaptable solution to meet the diverse business needs of companies.
