Recurring Retainer Invoice

قالب مجاني

A recurring invoice for a monthly service retainer

لـ agencies, bookkeepers, IT providers, and consultants on retainer

مجاني، لا يتطلب حسابًا
الصيغ المتاحة

بالنقر على «استخدم هذا القالب» أو بتنزيل ملف، فإنك تقر بأنك قرأت شروط الخدمة وسياسة الخصوصية الخاصة بـ Revise وتوافق على الالتزام بهما، وبأن القالب يُقدَّم «كما هو» دون أي ضمان من أي نوع، ولا يشكّل استشارة قانونية أو مالية أو مهنية.

[Your Business Name]

[Street Address], [City, State ZIP] · [email@example.com] · [Phone]

Retainer Invoice

No. [INV-0001]

BILLING PERIOD

[Month 1–30, YYYY]

INVOICE DATE

[Month DD, YYYY]

DUE DATE

[Month DD, YYYY]

AGREEMENT

[Retainer no. or date]


CLIENT

[Client or Company Name]

[Contact Name]
[Street Address], [City, State ZIP]

RETAINER

Monthly fee: $3,000.00
Included hours: 20 per month
Additional hours: $150.00 per hour
Unused hours: [do not roll over]

Included services

SERVICE

INCLUDED HRS

HOURS USED

[Included service, e.g., monthly reporting]

8.0

9.0

[Included service, e.g., account management]

6.0

7.5

[Included service, e.g., maintenance and updates]

6.0

8.0

Total

20.0

24.5

Covered by the monthly fee of $3,000.00. Hours over the allowance are billed below.

Work summary

  • [Main work completed this period, e.g., reports delivered or issues resolved]
  • [Other completed work or recurring task]
  • [Open items carried into next period]

Additional work

DATE

DESCRIPTION

HOURS

RATE

AMOUNT

[MM/DD]

Hours beyond the 20-hour allowance

4.5

$150.00

$675.00

[MM/DD]

[Out-of-scope request, approved by Name]

3.0

$150.00

$450.00


PAYMENT TERMS

  • Payment is due within [15] days of the invoice date.
  • The retainer fee is billed in advance on the [1st] of each month; additional work is billed in arrears.
  • Late payments may incur a fee of [1.5]% per month.
  • Pay by [bank transfer / card / check]: [account details or payment link].


Monthly retainer fee

$3,000.00

Additional work

$1,125.00

Subtotal

$4,125.00

Tax ([0]%)

$0.00

Total due

$4,125.00

Amounts are examples. Replace the fee, hours, and rate with your retainer terms and recalculate the totals.