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Retainer Invoice Template

FreshBooks knows there’s no one-size-fits all invoicing solution that meets the needs of every business. Find invoicing flexibility with FreshBooks and watch your business grow.

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The Best Way to Invoice

Send professional retainer invoices to receive payment upfront for greater peace of mind. Download a free retainer invoice template from FreshBooks and start billing for your work.

Invoice with FreshBooks instead.

Get Your Free Retainer Invoice Template

A lot of businesses ask clients to make an advanced payment (retainer) for part of the project. This means instead of invoicing for services rendered, they’re required to send an invoice for retainer fees.

The issue is that keeping track of the hours worked can become difficult when dealing with many clients at a time. A retainer invoice can solve this problem by letting you track the billable hours. With this invoice template, you can charge clients without the headache of remembering multiple accounts at once.  

Available in .DOC, .XLS, or .PDF., Google Docs and Google Sheets. View our complete list of invoice templates.

Download the Retainer Invoice Template

Invoice With Freshbooks

Retainer Invoice Template

Request upfront payment for your services to get greater financial security and peace of mind. Download the free retainer invoice template to secure payment from clients before you begin a project.

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Retainer Invoicing for Small Businesses

Working on a retainer with clients has a lot of benefits. For one, small businesses can get paid a monthly fee in exchange for working a certain number of hours. You can also enjoy the flexibility and financial security that this provides, especially knowing that if the clients don’t use the hours, the money is still yours to keep. That’s why law firms and other businesses often use retainer invoices.

Freelancers, like notaries, tend to rely on retainer agreements with their clients as a sense of security. With a retainer, clients can make use of freelancer’s services on an ongoing basis. This ensures continuous work for the freelancer and maximizes income stability.

Lawyers are one popular retainer billing example. The client pays ahead to retain the lawyer’s services on an ongoing basis. Many other businesses do the same.

If the client fails to use all the time that you’ve allotted, they lose it. But if a client uses more time than what you agreed on, then you need a proper strategy to negotiate the bill.

This is where the FreshBooks Retainer Invoice Template comes in.

Our retainer invoice template includes all relevant details including, but not limited to:

  • Relevant Contact Details of the Vendor.
  • Relevant Contact Details of the Customers.
  • Invoice Number and Date.
  • Description of the services.
  • Quantity of Goods.
  • Due date of the payment.
  • Balance Due.
  • Tax if applicable.
  • Mode of Payment.

The Freshbooks Retainer Invoice Sample has the option of customization. Meaning you could use the retainer fee invoice template and edit details to suit your needs.

How to Make a Retainer Invoice

In a few steps, you can make your very own retainer invoice for your business.

  1. Download the FreshBooks Free Retainer Invoice Template
  2. Customize the template to reflect your brand. Add a company logo, add contact details, make the template your own
  3. Add personal or business details such as name, contact, address
  4. Add the names of all the services and products you offer and add a description and price for each
  5. Next, enter the contact details of the patron
  6. Enter the final bill in the ‘Total’ section of the retainer invoice template
  7. Choose a payment method and specify it on the retainer receipt
  8. Add notes, such as Terms, Privacy Policy, etc.
  9. Save

Add all the relevant details into the editable fields. Personalize your retainer invoice template to reflect your brand and business. Once that’s done, you can save the document and send it to your client. Remember to keep a copy on file for future reference and tax purposes.

If you want to see this in action, just download the retainer invoice example.

How to Fill Out a Retainer Invoice

Filling out a retainer invoice is easier than ever with the FreshBooks editable templates.

The editable fields on the retainer invoice template encourage users to add information by just clicking and typing in the appropriate fields.

Begin by adding vendor and customer details to the template. Next, add the date and invoice number. Then provide a description of the services your business is going to be offering. If a product is being purchased, then add the quantity. Identify and write down the due date of payment next.

Be sure to add the balance due in the invoice as well. Specify the mode of payment and send the invoice to the client.

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How to Send Clients a Retainer Invoice

There are several ways a business can send a retainer invoice. Send retainer invoices via email, snail mail, fax or even print it out and deliver it by hand. You can even AirDrop it as a PDF if you have Apple products.

The typical way to send an invoice is via email. The FreshBooks retainer invoice templates are available in PDF and Excel formats. This makes it easier for businesses to send digital files of the invoice via email.

Download a Free Retainer Invoice Template

Find out why business owners across the world, from the US to the UK and beyond, are using retainer invoice templates for their business needs.

Download the retainer invoice template and start customizing your own invoices in just a few minutes. Not only will this save you your precious time, but also ensure that you get more organized and efficient. Ready to give it a try?

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