Allow agencies to bill clients a fixed recurring amount each month and provide a portion of that amount as service credits that can be used for projects, services, or billable work.
Example:
- Client pays $3,000/month
- $2,000 becomes usable service credits
- $1,000 remains as the agency retainer
- A $750 project uses $750 from the client's credit balance
- Client can see their balance and usage history from the Client Portal
Key features:
- Recurring retainer plans
- Monthly/recurring credit allocation
- Credit balance and transaction history
- Use credits for Service Catalog items and projects
- Partial credit + remaining payment support
- Optional credit rollover/expiration
- Client Portal visibility
- Low-balance and renewal notifications
This would extend the existing Service Catalog into a more complete retainer and prepaid service management solution for agencies.