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What are Retainer Frequencies in the Contracts App?

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Updated on September 25, 2020 04:50AM by Admin

The Retainer Frequencies option available in the Contracts app of Apptivo enables you to determine how frequently the service is offered to your customers in the contracts. With Apptivo, you can create two types of Retainer Frequencies.

    • Annual Retainer Frequency
    • Monthly Retainer Frequency

The types of Retainer Frequencies are listed in the Settings → Contracts → Retainer Frequencies of the Contracts App.

Contracts App

This Retainer Frequency can be recorded from the Retainer Services table while creating or editing a retainer contract.

Create Contract
  • When Annually is selected, then the contract is made for the service which is offered annually.
  • When Monthly is selected, then the contract is created for the service which is offered monthly.