Can a Client Pay a Retainer Through Caseway?

Can a Client Pay a Retainer Through Caseway?

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.

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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