Retainer billing type

A billing type for recurring fee arrangements, where the client pays a fixed amount per period.

• The period fee is earned for the period regardless of hours delivered — nothing is prorated

• Optional included hours: time beyond the cap bills as overage at time-and-materials rates, split automatically at the entry that crosses the cap. Consultants never track overage to a separate task.

• Unused included hours either expire at period end or roll into later periods, within a configurable ceiling and expiry

• Target hours and target cost sit next to the fee, so margin can be managed against a repeating price

• Billable expenses are pass-through and never consume the fee

• Budgets repeat to generate one period per month, quarter, or any recurring range