Professional Retainer Control

Sage 100 ERP Retainer Control

Professional Retainer Control for Sage 100 ERP was developed to reduce collection problems and billing disputes by offering clients a discount if they prepay for blocks of time. Professional Retainer Control tracks your customers’ prepaid hours, while providing monthly summary transactions and transaction histories. Prepaid time is posted to the General Ledger. When a customer uses retained hours, the amount of available prepaid time is reduced accordingly. 

Professional Retainer Control is a must have for CPA’s, Lawyers, Consultants, or any company that offers clients the ability to prepay for billable hours. With Professional Retainer Control, your customers can purchase blocks of time in advance, whether as a requirement for your business or if you provide a special discount for prepaid hours. This enhancement adds prepaid billable amounts to your Sage MAS 90 or Sage MAS 200 system.

Features and Benefits

Ensure Payment and Reduce Billing Disputes

  • Bills display the prepaid beginning and ending balances, and retainer hours purchased and used. Also, clearly shows the amount of retainer hours available to the customer.
  • Invoices include standard charges per hour and the prepaid charges applied to allow customers to view their savings for prepaying for service.
  • Create audit reports for customers at any time detailing how retainer hours were used

Inquire Now for a free needs assessment from SWK Technologies, Inc.!