# Retainer invoice

Replace everything in [brackets] and delete lines that don’t apply.

---

## Invoice details

Invoice number: [INV-0001]
Invoice date: [Date]
Due date: [Date — e.g. 14 days after the invoice date]
Billing period: [Billing period]
Ad spend reference: [Ad spend reference]
Retainer period: [Month]
Hours included / used / carried over: [e.g. 20 / 18 / 2]

## From

Business name: [Your business name]
Address: [Address]
Email: [Email]
Tax or VAT number: [If registered]

## Bill to

Client: [Client company]
Contact: [Name, email]
Address: [Address]
Client reference or PO: [If provided]

## Line items

| Item | Period | Qty | Rate | Amount |
| --- | --- | --- | --- | --- |
| [Monthly retainer] | [Month] | [1] | [Monthly fee] | [Amount] |
| [Additional hours] | [Previous month] | [Hours] | [Rate] | [Amount] |
| [One-off item] | [Date] | [Qty] | [Rate] | [Amount] |

## Totals

Subtotal: [Amount]
Discount: [If any]
Tax: [Rate and amount, if you’re registered]
Total due: [Amount and currency]

## Payment

Payment terms: [e.g. 14 days]
How to pay: [Bank details or payment link]
Late payment: [Your late payment terms, if any]

## Notes

[Anything the client needs to know, such as what the invoice covers, a reference to the approved quote or timesheet, or when final files will be released.]

---

## Before you send it

- [ ] The invoice number is unique and next in sequence.
- [ ] Client details and any PO number are correct.
- [ ] Every line matches what was agreed or approved.
- [ ] Billing period is filled in.
- [ ] Ad spend reference is filled in.
- [ ] The total, tax and currency are right.
- [ ] The due date is written as a date.
- [ ] Payment details or a payment link are included.

---

# Example: Tidewater Marketing invoice for Larkspur Interiors

A filled-in example for a quarterly lead generation campaign. Both companies are fictional.

## Invoice details

Invoice number: INV-0142
Invoice date: 3 June
Due date: 17 June
From: Tidewater Marketing
Bill to: Larkspur Interiors

## Line items

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Monthly retainer | Strategy, campaign management and reporting | 1 month | $3,500.00 | $3,500.00 |
| Paid media management | Google and Meta campaigns, 12% of spend | Fixed fee | $960.00 | $960.00 |
| Landing page | Copy and design for one campaign page | 1 item | $1,200.00 | $1,200.00 |
| Email campaign | Two newsletters written, built and sent | 2 items | $350.00 | $700.00 |

## Totals

Subtotal: $6,360.00
Tax: Not charged in this example
Total due: $6,360.00
Payment terms: 14 days, by bank transfer or card link

## Notes

Thank you for your business. Please quote the invoice number with your payment.

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