Automate retainer renewals and top-ups

Billing managers and firm owners can keep client retainers funded — finding clients whose wallet balance is running low, issuing top-up invoices, and renewing expiring annual contracts.

---

Find clients who need a retainer top-up

1. Open Accounting > Wallet.
2. Use the Balance filter to find clients under a chosen amount (such as balance under $500).
3. Identify clients who need a top-up before their next service period starts.

There is no automatic alert when a client’s balance drops below a set amount — this is a manual check you run on the wallet list.

---

Issue a retainer top-up invoice

1. Open Invoices and payments and select Add (the plus icon).
2. In Billing To, choose the client.
3. Check the box labeled This is a retainer (deposit) invoice. The form confirms: Retainer invoices have no tax. Funds are added to client wallet when paid.
4. Add an invoice line for the top-up amount.
5. Select Save and Send to email the invoice to the client.

When the client pays, Assisterp credits the amount to their wallet automatically (see Wallet and retainer invoices).

---

Renew an expiring annual contract

1. Open Contracts and engagement letters and find the expiring contract.
2. Select Duplicate to start a renewal draft from it.
3. Update the term dates and pricing, then save.
4. On the new contract, select Setup E-Signature to send it to the client for signing.