GJAM Invoice
Invoice template

Agency Retainer Invoice Template

Run monthly retainer invoicing without paying for FreshBooks or QuickBooks. Standardise the line items across all your retainer clients so AR reconciliation is trivial.

USD

What this template includes

  • Monthly retainer line item with scope summary
  • Separate line for pass-through ad spend
  • Branded with your agency logo + accent
  • Easy duplication for multiple clients

Pro tips

  • Pass ad spend through as a separate line so margin and media spend stay distinct.
  • Send retainer invoices on day 1 of the month for the upcoming period.
  • Show included hours on the line item ("80 hrs included") even when usage is lower.

Use this template now

The form below is pre-configured with the Agency Retainer Invoice defaults. Edit it, then download a PDF.

Your business

The vendor / 'From' details that appear on the invoice.

PNG / SVG / JPG up to 1.5 MB. Stored locally on your device.

Bill to

Your client's details.

Invoice details

Number, dates, currency and line items.

Line items

  • $0.00

Payment & notes

Bank details, terms, or anything else the client should see.

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