01
You bill a monthly or recurring client retainer.
Retainer invoice template
Free retainer invoice template
Bill recurring client services with a clear period, line items, tax, payment terms and total due.
- Free to start
- Your colors and fonts
- Ready to save or send
INVOICE
INV-0217
| September design retainer | £2,400 |
| Campaign reporting | £450 |
Subtotal£2,850VAT 20%£570
Total due£3,420
Payment
30 days. Bank details below.
Example preview with your branding applied
Made for the moment
Use this template when
02
The client needs the service period and additional work separated.
03
You want a consistent payment record for each period.
A useful structure
What’s inside the template
A retainer invoice is a record of the work or availability being billed for a defined period. It makes the payment request easy for a client’s finance team to recognize and process without another explanation.
Retainer invoice.pdfTemplate
- 1
Billing period
The month or service period the invoice covers.
- 2
Retained services
The recurring work or availability being billed.
- 3
Additional work
Separate lines for out-of-scope or extra services.
- 4
Total and payment terms
Tax, amount due and how the client can pay.
A client-ready structure from first detail to final next step.
Make it useful
From a filled template to a clear decision
- 01
First Name the service period
Make it easy to see what the regular fee covers.
- 02
Then Separate additions
Keep the recurring fee distinct from extra work.
- 03
Finally Send on a predictable schedule
Consistency helps the client route payment without delay.
Ready when you are
Make it your own in three steps
- 01
Fill in the details
Add the client, work and terms that belong in this version.
- 02
Generate the document
Your chosen colours and fonts are applied automatically.
- 03
Save, share or sign
Keep it in the project, send it for review or request a signature.
The workspace
More than a downloaded file
Your branding, applied
Set colours and fonts once. Each document uses them automatically.
Review or signature
Share the document for feedback, or request a signature from the same place.
Versions kept together
Keep the document, feedback and version history with the client project.
Questions
- Can I reuse this every month?
- Yes. Duplicate the last invoice, update the period and keep the original payment record.
- Can I add extra work?
- Yes. Add a separate line item so the regular fee and the additional work remain clear.
- Can I use another currency?
- Yes. Choose the currency and ensure the payment details match the arrangement with the client.
Use this template
Free to start. One project, no card needed.