How Do I Memorize Retainer Invoices?

You can memorize retainer invoices (and manual invoices) and schedule them for automatic processing on a user-defined frequency. You can specify a recurring frequency and other settings for your retainer invoices. You can set the workflow to notify the right person to make the decision whether to process the new invoice, or set it for automatic processing. Web Suite then notifies you about these future billings via messages or reminders.

To memorize a retainer invoice:

1. Open Retainer Management screen from the Billing menu.
2. Click the ID of the desired client, or project, listed on the grid.
3. Click its Payment tab. Select a retainer invoice (Billed) to memorize.
4. Click Memorize. The invoice is pre-selected.
5. Type a Name for the memorized invoice. Enter a detailed Description as well.
6. Enter the desired Schedule Settings, including the Frequency. For example, you can select Monthly to generate memorized retainer invoices after every month.
7. In the Notify Settings section, specify who has to process the memorized retainer invoice by selecting that ID from the drop-down. Else, set it for automatic processing. In case of automatic processing, you can specify whom to notify about it via Messages.
8. Assigning an invoice number is automatic. Select whether to use the next sequential invoice number available in Web Suite or a custom number.
9. Check ‘Use memo on invoices’ option to display it on memorized invoices. Enter a Memo in the box below.
10. When you have finished, click Save and then Return.
11. After you have memorized the retainer invoices, on receiving the appropriate notifications you can view and process them.