Uninterrupted work with retainers.| Teamleader Orbit

Stop worrying about interim invoices and waiting for approval to continue work. Agree on a sum with your client beforehand and use this retainer to settle projects, purchases, and additional work in an uninterrupted manner. With this, both you and your client have full transparency on how it's been spent and the remaining amount.

One-off or continually
Deeply integrated
Create a bond of trust

One-off or continually
Deeply integrated
Create a bond of trust

EN 6 1 Retainers Eénmalig of doorlopend

Once you have a retainer in operation, all options are available to you. Agree with your client whether it is a one-off payment, or even easier: have the retainer replenished automatically. You can also set the duration yourself. Is there still something in the pot after a particular period of time? Then you can choose what happens with it.

For each project, contract or task, indicate separately or specifically whether you want to deduct the hours used from the retainer. Alternatively, you can agree on an SLA with your client with the support hours of your team “purchased” in advance. This allows you to guarantee superior service.

EN 6 3 Retainers Schep een vertrouwensband

At all times, you can see where the money has been spent and how much of the retainer remains, that way you can communicate this transparently to your client. This creates a bond of trust that will only benefit your working together.

Do you still have questions about retainers?

From day 1 we are ready to guide you through our software. Step by step, so you can find your way around the tool. Call us and we will be happy to help you.

The most popular and best business software can be linked directly to Teamleader Orbit.

Finance
Keep reporting lines with your accountant short and link your accounting package.
Payroll
Forget double work: synchronise holidays and timesheets directly with your payroll provider.
Single sign-on
Never forget your password again: log in via your company’s email provider.