Retainer Invoice Template for Ongoing Client Agreements

A retainer invoice bills a recurring fee for an agreed block of time or services. It typically shows what was included, what was used, and any overage rather than itemizing individual tasks.

That depends on your agreement. Some retainers allow rollover, others do not. Either way, the invoice should clearly show hours included versus hours used for the period.

List out-of-scope work as separate line items with the overage rate defined in your contract. This keeps the retainer fee clean and additional charges transparent.

Monthly is the most common cadence. Send the invoice at the start of the period for prepaid retainers or at the end for arrears billing.

Teetrack tracks hours per client and project. At month end you can see exactly how many retainer hours were used and generate the invoice with real data instead of estimates.