Marketing Retainer Invoice Template

A retainer invoice arrives every month, so it should be quick to recognize and quick to pay. This template lists the services in the retainer the same way every month, bills approved extra work on its own lines, and keeps advertising spend off the invoice, since the client pays the platforms directly.

  • Monthly retainer
  • Additional work (approved)
  • Online payment by card or bank transfer
Free, no account needed to start. Not legal advice.

Use it on the 1st of each month for a marketing retainer, adding any extra work the client approved.

The full template

Every line, price, and note is yours to change when you use the template in Clientary, and your client's details fill in from their record.

In the editor, the totals add up as you type. Once you send it, your client pays online by card or bank transfer. Edit this template online

Monthly Marketing Retainer

Your Growth retainer for this month, plus the product launch landing page you approved. Advertising spend is billed to you directly by the ad platforms and isn't included here.

Monthly retainer
Monthly strategy and reporting$1,000.00
SEO, on-page and technical$1,200.00
Blog articles, 4 per month (4)$1,800.00
Social media, 2 channels$1,500.00
Additional work (approved)
Product launch landing page (hours) (6)$720.00
Total$6,220.00

Notes

Payment is due within 15 days. You can pay online by card or bank transfer from this invoice.

Your monthly report and review call cover the results of this work. Hours beyond the retainer are billed at $120 per hour, only with your approval first.

How to use this template in Clientary

  1. Edit it online. Change any line item, price, or note, or add your own. No account needed.
  2. Preview it as your client will see it. Fill in who it's for and pick a design.
  3. Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your invoice is waiting in your new account with your client's details filled in.
  4. Send it to be paid. Your client pays online, and you can see when it's viewed and paid.

Learn more about invoicing in Clientary.

Frequently asked questions

Should ad spend go on an agency's invoice?

It's simpler when it doesn't. If the client pays the ad platforms on their own card, the agency isn't fronting money, and the invoice shows only the agency's fees. Agencies that do pay for media usually bill it at cost on separate lines.

Should a retainer invoice list every service?

Listing the main services, even at a single monthly price, reminds the client what the retainer covers each month. It makes the value easier to see than one line for the whole fee.

Is this marketing retainer invoice template free?

Yes. Read and copy the full text on this page, or edit it online and see it as your client will. When it's ready, start a free Clientary trial to send it or download it as a PDF.

Has a lawyer reviewed this template?

No. It's a general starting point written by Clientary, not legal advice, and it hasn't been reviewed by a lawyer for your situation or the laws where you and your client work. Have your own counsel review it before you use or sign it.

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