RETAINER INVOICE ================ Disclaimer — not legal advice. This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use [YOUR BUSINESS NAME] [YOUR ADDRESS], [CITY], [COUNTRY] [YOUR EMAIL] | [YOUR PHONE] Tax ID: [YOUR TAX ID] ------------------------------------------------------------ Bill to ------- [CLIENT LEGAL ENTITY NAME] [CLIENT BILLING ADDRESS] Attention: [CONTACT NAME] | [BILLING EMAIL] Invoice details --------------- Field | Detail ---------------------- | --------------------------------- Invoice number | [INVOICE NUMBER] Issue date | [DATE] Due date | [DATE — before the period starts] Retainer period | [MONTH YEAR] ([START] to [END]) Retainer agreement ref | [REFERENCE], month [N] of [TERM] PO / reference | [PO NUMBER] Currency | [CURRENCY] Retainer terms -------------- Item | Value -------------------- | ---------------------------------------------------------------------------------- Monthly retainer fee | [CURRENCY] [FEE] Allowance | [20 hours] or [DELIVERABLES, e.g. 8 blog posts, 12 social posts, 1 monthly report] Rollover | [None / Up to [5] hours into the next month only] Overage rate | [CURRENCY] [RATE] per hour, approval needed above [N] hours Notice period | [30] days, per agreement ------------------------------------------------------------ Usage summary: [PREVIOUS MONTH] ------------------------------- Hours retainer | Hours --------------------------------------- | ------- Allowance | [20.00] Rolled over from prior month | [2.00] Used | [21.50] Remaining / rolled into [CURRENT MONTH] | [0.50] Overage (billed below) | [0.00] Deliverables retainer Deliverable | Planned | Delivered | Notes --------------------------------- | ------------- | --------- | --------------- [e.g. Blog posts] | [8] | [8] | [All published] [e.g. Social posts] | [12] | [12] | [e.g. Monthly performance report] | [1] | [1] | Sent [DATE] [e.g. Ad hoc design requests] | [up to 5 hrs] | [3.5 hrs] | Delivered last month -------------------- - [OUTCOME 1 — e.g. Launched spring campaign landing page] - [OUTCOME 2 — e.g. Organic traffic report: summary of key changes] - [OUTCOME 3 — e.g. Fixed checkout form issue reported DATE] - [NEXT MONTH PRIORITIES — e.g. Product launch content, Q3 plan] ------------------------------------------------------------ Charges ------- # | Item | Period | Qty | Rate | Amount - | --------------------------------------- | ------------------------------------------- | ------- | ------ | -------- 1 | Monthly retainer | [CURRENT MONTH], in advance | 1 | [FEE] | [AMOUNT] 2 | Overage hours | [PREVIOUS MONTH], approved [DATE] by [NAME] | [HOURS] | [RATE] | [AMOUNT] 3 | Out-of-scope: [ITEM] | [PREVIOUS MONTH], approved [DATE] | 1 | [FEE] | [AMOUNT] 4 | Pass-through: [TOOL / AD SPEND / STOCK] | At cost | 1 | [COST] | [AMOUNT] Totals ------ | ------------------ | -------------------- Subtotal | [CURRENCY] [AMOUNT] Discount (if any) | -[CURRENCY] [AMOUNT] Tax at [TAX RATE]% | [CURRENCY] [AMOUNT] Total due | [CURRENCY] [TOTAL] ------------------------------------------------------------ Payment terms ------------- 1. The retainer is payable in advance by [DUE DATE]. Work for the period is scheduled on receipt. 2. Overage and out-of-scope items are billed in arrears and payable on the same date. 3. Unused allowance follows the rollover rule above and has no cash value. 4. Late payment: [LATE PAYMENT TERMS AS AGREED IN THE RETAINER AGREEMENT]. How to pay ---------- - Bank transfer: [ACCOUNT NAME], [BANK], [ACCOUNT / IBAN], [SWIFT / ROUTING] - Card or online: [PAYMENT LINK] ------------------------------------------------------------ How to use this template 1. Keep either the hours table or the deliverables table, or both for mixed retainers. 2. Write the "delivered last month" bullets in client language, not task names. 3. Bill overage only with a named approval and date. 4. Send it on the same date each month, before the period starts. Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.