Use this template to create a professional retainer invoice. Simply fill the invoice out with your information, download it in whichever format works best for you (.doc, .xls, or .pdf), and send it off.
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Some individuals and small businesses whose services are engaged on a retainer basis will need to send an invoice, while others will not. This depends on the arrangement you have with the company engaging your services, and you will need to confirm with them whether or not a retainer invoice must be submitted in order to be paid.
The specifics of what you include in your invoice depend on the type of work you are doing. However, all invoices require certain pieces of information in order for you to be paid promptly. Those pieces of information are: the name, address, and phone number of the company or person you are invoicing; your name, address, and phone number (or that of your small business); the current date; the date by which you expect to be paid; the method of payment you prefer; a brief description of the work you performed; and the rate of your monthly retainer (the amount due).
When you submit your invoice will depend on the agreement you have with your client. However, most retainer agreements are on a monthly basis, in which case you will submit your retainer invoice at the beginning of each month.
After you submit your invoice, you should receive your payment by the date you specified. If you do not receive your payment by this time, check in with the client or company to confirm that your invoice was received and when you can expect to receive payment.
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