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.
Flexible payment options. Non-profit or education? Contact us
Yes, under-used hours or financial amounts can be rolled over to the next retainer period to ensure clients don't overpay. The option to rollover unused amounts can be disabled.
Yes, Ravetree's retainer management feature allows you to auto-generate invoices for each retainer period. You can control when these invoices are generated and sent to clients.
You can determine if retainer overages are billed, and control how you charge for them (e.g., fixed fee, standard rate, different rate). Invoices for retainer overages can be auto-generated at the end of a retainer period.
Yes, you can configure your retainer to have time logs (labor) automatically applied to burn down the retainer budget. The bill rate used to calculate how much the budget should burn down can be fixed at the retainer or project level, or based on the users work role rate, personal rate, custom rate. The client rate card will be used to determine the bill rate if the retainer client has an active rate card.
Yes, you can configure your retainer to have expenses automatically applied to burn down the retainer budget. Alternatively, you can set up your retainer to exclude expenses from burning down the budget.
Yes, recurring work, such as projects and tasks, can be automatically generated for each period by linking templates to a retainer.
Yes, ad-hoc work items can be linked to retainers so that time and expenses logged against them burn down the retainer budget.
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