How to set up an automated monthly retainer
Configure Nobevra to auto-generate and send retainer invoices on the 1st of every month.
Overview
Retainer billing is one of the most powerful features in Nobevra. You configure a billing schedule once, and the system handles generation, sending, and reminders automatically every month.
Creating a recurring retainer
Follow these steps:
- 1Open the client profile you want to bill on retainer.
- 2Click "Add Retainer" or go to Invoices > New Recurring Invoice.
- 3Set the retainer amount (e.g., $4,500/month).
- 4Set the billing frequency: Monthly, Quarterly, or Annually.
- 5Set the billing date (e.g., 1st of every month).
- 6Set the payment terms (e.g., Due in 7 days from invoice date).
- 7Click "Activate Retainer".
Pro Tip
You can set the retainer to start from a future date if the project hasn't kicked off yet. The first invoice will only generate on the start date.
What happens automatically
On each billing date, Nobevra will: (1) Generate the invoice with the correct amounts and dates; (2) Send it to the client via email with a secure payment link; (3) If the client does not pay, send automated reminders based on your configured schedule.
Pausing or cancelling a retainer
Go to the client profile > Retainers tab. Click the active retainer and select "Pause" or "Cancel". Pausing stops the next invoice from generating but keeps the retainer profile intact. Cancelling ends the retainer permanently.
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