Does OpenERP V7 or any module offer the feature of "evergreen" retainers?
Most of us understand what a retainer is: money given to a professional and held in trust to cover future services. An evergreen retainer is essentially a retainer that requires the client to keep a minimum balance in the retainer account until an agreed upon time. For example, when the client is first retained, they deposit the retainer fee (i.e. $1000). As services are provided to the client, money is transfered from the retainer account to operational accounts. Once the balance in the retainer account decreases to less than a specific amount(i.e. $750), an invoice is sent out requesting the client to fund the retainer account to the original deposit amount ($1000). This is popular among many attorneys. One of my clients is an attorney and needs this feature. Any suggestions on how to accomplish this with OpenERP? Thank you in advance. Nicholas Riegel Chief Technology Developer / Founder ITpedia-Solutions.com Baltimore: 443-574-ITPS (4877) MD/DC: 240-343-ITPS (4877) VA: 703-828-ITPS (4877) "Leveraging open source technology solutions enabling the best access to information wherever you need it… all while costing less." _______________________________________________ Mailing list: https://launchpad.net/~openerp-community Post to : [email protected] Unsubscribe : https://launchpad.net/~openerp-community More help : https://help.launchpad.net/ListHelp
