Maximize your recurring revenue and eliminate uncertainty. Our intuitive retainer management solution provides the real-time visibility needed to track deliverables, automate billing, and improve profitability.
Ravetree’s powerful, yet simple retainer management software removes uncertainty by automating billing, tracking scope, and giving you real-time visibility into the profitability of all your recurring client work.
Automatically send retainer renewal invoices at the time of your choosing. Utilize our Stripe integration for recurring payments.
Recurring work, such as projects and tasks, can be automatically generated by linking templates to a retainer.
Monitor earned revenue and unearned revenue in realtime for each retainer, or for all retainers at once.
Easily see how much of your budget is remaining for each retainer. You can also view the total budget remaining for all retainers.
Decide if time and/or expenses are applied to your retainer budget. You can also set fixed or variable bill rates for time applied to a retainer.
Determine if retainer overages are billed, and if so, control how you charge for overages (e.g., fixed fee, standard rate, different rate, etc.).
Under used amounts can be rolled over to the next instance of a retainer. This optional feature helps ensure that your clients don’t overpay.
Customizable retainer periods can be set to weekly, monthly, quarterly, etc. You can also control exactly how many retainer periods should be created.
Receive important notifications such as when your retainer has exceeded the budget, whenever an invoice has been sent, and more.
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