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invoices - DOCX / PDF

Retainer Invoice

Monthly retainer billing with hours-used tracking, rollover policy, and scope-of-service summary

Your Company Name
Your Address
INVOICE
Client Name
Client Address
Invoice #
Date / Due Date
DescriptionQtyRate
Retainer period
Hours included
Overage hours
Unused hours
Services rendered
Next period
Retainer balance
Subtotal
Tax
Total
Notes / Payment Terms

For professionals billing ongoing retainer agreements with usage tracking.

What’s Included

  • Retainer period (month/quarter) and agreement reference
  • Hours included in retainer vs. hours used
  • Overage hours billed at standard rate
  • Unused hours rollover or forfeiture notation
  • Services rendered summary for the period
  • Next period retainer amount (with any adjustments)
  • Retainer balance running total

Auto-renew terms with 30-day cancellation notice. Scope-of-service summary reminds both parties what’s covered. Annual rate review clause.

Customize retainer tiers, set overage rates, and add your branding in PDFb2.

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