MSP Manager

Hourly retainer with overage

Question

I charge a customer $1000 per month for 10 hours of work. If my work exceeds 10 hours, I charge $150 per hour for the additional time. How do I charge for that?

Answer

  1. Navigate to and select a customer from the list.
  2. Select Service Items > Add Service Item.
  3. Select Hour Retainer from the Service Types list.
  4. Enter 1000.00 in the Retainer Amount field.
  5. Enter 10 in the Retainer Hours field.
  6. Enter 150.00 in the Overage Rate field.
  7. Enter comments to display on invoices in Service Item Description. You can note a change in hours or rate.
  8. Select to save the Service Item.