Accelo - Work. Smarter. help guides
Guides Settings & Configuration Guide Modules Retainers
  • Settings & Configuration Guide
  • Get Started
  • Guides
    • User Guide
    • Settings & Configuration Guide
      • Users, Groups & Access Control
      • Account Configuration
      • Modules
        • Companies & Contacts
        • Sales
        • Projects
        • Tickets
        • Retainers
          • Configure Retainer Type
          • Custom Fields for Retainers
          • Retainer Progression Actions
        • Billing & Invoices
        • Purchases
      • Triggers & Business Processes
      • Import Data
      • Billing & Rates
      • Client Portal
      • Account Management
    • Mobile App Guides
    • Integrations Guide
  • Video Tutorials
  • APIs
  • FAQs
  • Webinars

Retainer Setup

Setup automatically recurring tasks for work you do each week/month/quarter and automate your business rates & processes by configuring your retainer types, in order to better manage all work related to your ongoing services, save time and increase the quality of your work. 

Using this guide, you can:

  • Configure your Retainer Types

  • Configure Custom Fields for Retainers

  • Configure Status Progressions

Accelo logo
Capabilities
Client Management Project Management Resource Management Financial Management Business Intelligence Integrations
Industries
Agency Consulting Accounting Engineering Architecture IT & Software
Resources
Blog Guides and eBooks Success Stories Implementation Support Services
Client Support
Help Center Webinars Video Tutorials Community
Get Started
Book a Demo Why Accelo How to Buy
Company
About Us
Careers
We’re Hiring!
© 2025 Accelo, Inc
|
  • Terms of Service
  • Privacy Policy
  • Support Policy
  • Security
  • Linkedin
  • Twitter
  • Facebook
  • Instagram
  • YouTube
Apple App StoreGoogle Play