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1. Invoice Header: Company letterhead, invoice number, date, and VAT registration number
2. Client Information: Full client details including registered name, physical address, and VAT number if applicable
3. Retainer Period: Clear specification of the billing period covered by the retainer
4. Services Covered: Description of services included under the retainer arrangement
5. Fee Calculation: Breakdown of the retainer fee including base amount
6. VAT Calculation: Separate display of VAT amount as required by South African law
7. Total Amount Due: Clear statement of the total amount payable including VAT
8. Payment Terms: Due date and accepted payment methods
9. Banking Details: Company's banking information for payment processing
1. Time Breakdown: Detailed breakdown of time spent on specific activities - include when the retainer is based on tracked hours
2. Additional Charges: Section detailing any charges beyond the standard retainer fee - include when there are extra billable items
3. Service Level Summary: Summary of service levels achieved during the period - include for retainers with SLA components
4. Unused Hours Credit: Statement of any unused hours carried forward - include for time-based retainers with rollover provisions
5. Discount Applied: Details of any applicable discounts - include when special pricing arrangements exist
1. Detailed Time Sheet: Itemized listing of all activities and time spent (if relevant to the retainer model)
2. Service Level Report: Detailed report of service levels and performance metrics
3. Resource Allocation Schedule: Breakdown of resources allocated during the period
4. Rate Card: Schedule of standard rates for reference against retainer savings
Legal Services
Consulting
Information Technology
Marketing and Advertising
Business Advisory
Accounting Services
Public Relations
Management Consulting
Engineering Services
Healthcare Services
Professional Services
Creative Services
Finance
Accounts Receivable
Client Services
Operations
Administration
Business Development
Professional Services
Account Management
Billing
Legal Operations
Finance Manager
Accounts Receivable Specialist
Billing Coordinator
Financial Controller
Account Manager
Business Development Manager
Managing Partner
Chief Financial Officer
Accounts Manager
Practice Manager
Operations Director
Client Services Manager
Professional Services Director
Billing Administrator
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