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Retainer Invoice, page 1

What’s inside the Retainer Invoice.

Real content in every part, ready to rewrite with your own.

  1. 1Header: a giant [HALFTONE GROWTH STUDIO] wordmark with the halftone mark inside the brackets, over a thick black rule
  2. 2Meta: [date] [client] and [#number] [retainer month] in brackets, INVOICE at the right
  3. 3Billed to with VAT number, the PO, reporting period and retainer term, and the amount due with its due date
  4. 4Line items between heavy rules: the monthly retainer, extra hours, ad spend passed through at cost (no VAT) and a media management fee
  5. 5Totals stack: subtotal, 20% VAT on the agency's fees only, the amount due and the late fee, beside the notes and the director's signature
  6. 6A PAYMENT band with UK and international bank details, a payment QR code and numbered terms, over a bracketed contact strip

When to use it.

Retainer Invoice is a bold monthly invoice for agencies and consultants who bill a fixed retainer. The current month is billed in advance, with last month's extra hours, ad spend and fees in arrears, and VAT applies only to the taxable lines. The whole page is acid lime with black ink, a giant bracketed wordmark and a PAYMENT band that holds your bank details, a scan-to-pay QR code and numbered terms. Change the brand colour and the whole page follows, with the ink turning white on darker colours.

Made for

  • Freelancers who bill by the hour or day
  • Agencies billing projects and retainers
  • Consultants and advisers
  • Studios quoting before work starts

Make it yours in four steps.

Open it in Invoices and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Put your studio name and logo in the brand settings; the name becomes the bracketed wordmark.

  2. Step 2

    Add your client, the PO and the reporting period, then this month's retainer and last month's extras.

  3. Step 3

    Mark ad spend and other pass-through costs as non-taxable, and set your tax rate and late fee.

  4. Step 4

    Add your bank details and payment link for the QR code, then send it or download a PDF.

Start from the Retainer Invoice now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Retainer Invoice template free?

Yes. Create a free account and it opens in Docsiv's Invoices app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Archivo with #c9f04a, #0b0b0a, and you can change any of them, rewrite every word and add or remove pages.

What can I export it as?

Invoices in Docsiv offers: Invoices and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the retainer invoice for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All invoice templates

Starting from a description instead? Try the Invoice generator.

Start your invoice with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your retainer invoice for you to edit, share and send.