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Retainer Invoice for Australia

Retainer Invoice Template for Australia

A comprehensive template designed for Australian businesses to issue compliant invoices for retainer-based services. This document combines standard invoice requirements under Australian tax law with specific retainer agreement details, ensuring compliance with the A New Tax System (Goods and Services Tax) Act 1999 and other relevant legislation. It includes essential elements such as GST calculations, payment terms, service descriptions, and necessary business identifiers while maintaining a professional format suitable for recurring billing arrangements.

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What is a Retainer Invoice?

The Retainer Invoice Template serves as a standardized document for Australian businesses engaged in ongoing service arrangements with their clients. It is specifically designed to comply with Australian tax legislation, including GST requirements, while providing a clear structure for recurring billing. This template should be used when a business provides services on a retainer basis and needs to issue regular invoices that reflect the agreed-upon fee structure, services covered, and payment terms. The document combines essential elements of both a standard tax invoice and a retainer agreement summary, making it particularly useful for professional services firms, consultancies, and other businesses operating on a retainer model in Australia.

What sections should be included in a Retainer Invoice?

1. Business Details: Required business information including business name, ABN, contact details and business address

2. Client Information: Client's full name, business name (if applicable), ABN (if applicable), and complete billing address

3. Invoice Details: Invoice number, date, payment due date, and retainer period covered

4. Retainer Service Description: Clear description of services covered under the retainer arrangement

5. Fee Structure: Retainer fee amount, GST component, and total amount payable

6. Payment Terms: Payment methods, due dates, and any late payment policies

7. Bank Details: Company's banking information for payment processing

What sections are optional to include in a Retainer Invoice?

1. Service Level Agreement: Detailed breakdown of service levels and response times included in the retainer, used when providing technical or support services

2. Usage Metrics: Summary of usage or hours consumed during the billing period, relevant for time-based or usage-based retainers

3. Additional Charges: Section detailing any charges outside the standard retainer fee, used when extra services were provided

4. Discount Information: Details of any applied discounts or special pricing arrangements, used when relevant

5. Notes: Additional information or special instructions specific to the billing period

6. Previous Balance: Include when there are outstanding amounts from previous invoices

What schedules should be included in a Retainer Invoice?

1. Schedule A - Service Breakdown: Detailed itemization of services provided during the retainer period

2. Schedule B - Time Log: Breakdown of time spent on various activities (if relevant to the retainer arrangement)

3. Schedule C - Resource Allocation: List of resources or team members allocated to the retainer services

4. Appendix 1 - Terms and Conditions: Standard terms and conditions applying to the retainer arrangement

5. Appendix 2 - Service Level Metrics: Detailed performance metrics and service level achievements for the billing period

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Australia

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions






















Clauses


















Relevant Industries

Legal Services

Information Technology

Consulting

Marketing and Advertising

Accounting and Financial Services

Business Advisory

Professional Services

Engineering

Architecture

Healthcare Services

Property Management

Maintenance Services

Relevant Teams

Finance

Accounts Receivable

Client Services

Administration

Operations

Legal

Professional Services

Business Development

Account Management

Relevant Roles

Finance Manager

Accounts Receivable Specialist

Business Development Manager

Client Services Manager

Managing Director

Chief Financial Officer

Practice Manager

Account Manager

Financial Controller

Operations Manager

Billing Coordinator

Administrative Officer

Company Secretary

Professional Services Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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