Recurring Retainer Invoice

Kostenlose Vorlage

A recurring invoice for a monthly service retainer

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

Kostenlos, kein Konto erforderlich
Verfügbare Formate

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[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.