Add reminders for retainer invoices
I'm honestly pretty shocked that reminders aren't already in place for retainer invoices. They should operate the same way invoice reminders do.
paid zohobooks subscriber commented
agreed. i would love to see the feature also include a global default, per-client, and per-retainer threshold for sending alerts when a retainer drops to x% remaining. for example, we could set the global variable as: "send global / all retainer clients an alert when only has 20% retainer balance is remaining" - but, we would also be able to set different global override thresholds, such as: "send client X an alert when any of their client invoices reach 10% balance remaining," and, "send client X an alert when their particular retainer X reaches 5%." additionally, it would be great if these were all reflected right on the main dashboard in client portal: "#RET-2422: initial balance $1000 Remaining balance $200"
Emily Johnson commented
I agree. It is odd that we can't do that. I have to leave myself my own reminders outside of Zoho and manually send these. It's a real pain, especially with clients who are bad about paying on time and always need a reminder.