Show pre paid retainer time left in client portal | Voters

Show pre paid retainer time left in client portal

Marshall Byler

If a client pays a flat rate for 10 hours of work, we mark that time off per request. If would be nice for them to see remaining time in the portal.

February 26, 2023

Peter Frandsen

Would be great to have this kind of time report in pdf to, not just in the client portal.

Greg Mount

This suggestions dovetails well with this: https://feedback.hecticapp.com/time-tracking-feature-requests/p/alert-when-approaching-max-hours-for-a-client

Michelle Beal

It would also be cool to have a feature where once we go over those hours, it switches to an hourly rate… I know this is how a lot of VAs have their retainers set up. I was able to do this in Harvest just by creating two different “projects”, the retainer work set as unbilable and the OT work set as billable. Once I was over, I just switched to putting my time against the billable project. Still manual, but it worked.

Jaclyn Ionin

Yes - on my current invoices for retainer clients I always let them know how much of their retainer is remaining.

Changemaker Creative

This would be useful for retainer clients. It doesn't have to be anything fancy, like a graph or anything could be something like: 
Time tracked this month: 23 hrs 30 mins 
Project hours: 40 hours 
Resets in: 15 days