Can a Client pay a Retainer through Caseway?

  • Updated
At this time, clients can only submit direct payments to existing invoices through our client portal, Caseway.

We do not recommend invoicing retainer fees because this will affect your P&L (Profit and Loss).

You can always send a document reflecting the need for a retainer or replenishment, and have your client provide their credit card number or a check so you can record a new retainer.

The client's Credit Card information can be saved on file for future charges.
 
 

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