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.
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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
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
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
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
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