Retainer Overview and Creation

APX Retainer Feature

More ways to leverage APX in your billing workflow are by sending a retainer request with APX.  A retainer can be requested before services are performed, meaning an invoice won’t yet exist. A retainer Payment in OfficeTools by CARET is an unapplied payment, that can be applied later to an invoice. To use the feature, go to Billing>Payments>APX button> Select Create Retainer.

How to Create an APX Retainer 

When creating a Retainer Request the application will prompt for the following information. What client is the retainer request for, the amount of the retainer, and a description is necessary. The 'Send Request' button will generate an email with a payment link, similar to PayNow payment requests.  

Once the client has paid the retainer it will show up automatically on the payments tab like any other APX payments made via PayNow, Recurring, or Portal. 

The retainer email template has been added to the email template area where it can be modified to fit your business needs. Go to Setup>My Company>Information and Settings>Email Templates> APX Retainer