FREE INVOICE TEMPLATE
An editable retainer invoice with the billing period, hours used, rollover, plus a filled-in example. Download it for Word, Excel or Google Docs without an email gate.
Word, Excel, Google Docs and PDF. No email required.
Last updated
Larkspur Interiors, with contact, address and PO reference.
Monthly retainer: Strategy, campaign management and reporting. 1 month at $3,500.00.
$6,360.00, due in 14 days.
Bank transfer details or a card payment link, and your late payment terms.
Retainers are usually invoiced in advance at the start of each period, with any extra hours from the previous month added in arrears. Showing hours included, used and carried over keeps both sides honest about what the retainer is buying.
Set the rules for rollover, extra hours and notice in a retainer agreement, then invoice against them every month.
| 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] |
[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.]
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
A filled-in example for a quarterly lead generation campaign. Both companies are fictional.
| 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 |
Thank you for your business. Please quote the invoice number with your payment.
Angelwood’s invoicing creates invoices with line items, tax and discounts, can build an invoice from approved billable time, and lets clients view and pay through Stripe in their portal.
MAKE IT WORK FOR YOU
Name each line the way your quote or agreement did. If the client can match “Monthly retainer” to what they approved, the invoice gets paid without questions.
Invoice retainers in advance at the start of each month, and one-off work on delivery. Marketing agencies usually charge a monthly retainer, sometimes plus a management fee as a percentage of ad spend, and price one-off projects separately.
Attach or link the month’s report so the invoice arrives with evidence of the work. Reference the approved quote, timesheet or report behind each invoice, so any query is answered in one message.
It’s simpler and safer for clients to pay ad platforms directly. If you do rebill spend, show it on separate lines at cost, apart from your management fee.
In advance is standard for the fixed fee: the client is paying for reserved capacity. Bill extra hours beyond the retainer in arrears, on the next invoice.
Fourteen or thirty days are the most common. Write the actual due date on the invoice as well as the terms, and include every way the client can pay.
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.
Yes. Enter quantities, hours and rates and the amounts, subtotal, tax and total calculate automatically. It also works in Google Sheets: upload it to Drive and open it with Google Sheets.
THE CLIENT EXPERIENCE, IN ORDER
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