The Retainer Invoice is a specialized billing document used in South African business contexts where ongoing professional services are provided under a retainer arrangement. It serves as a formal record of charges for regular services, typically issued on a recurring basis (monthly, quarterly, or annually). This document must comply with South African Value Added Tax Act 89 of 1991 requirements, including mandatory VAT registration details and tax calculations. The Retainer Invoice is particularly useful for professional service providers who maintain ongoing client relationships and need to document regular billing cycles while ensuring compliance with local tax and business regulations. It includes essential information such as the service period, scope of services covered, payment terms, and any additional charges beyond the standard retainer fee.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
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
Authors
Relevant legal definitions
Clauses
Relevant Industries
Legal Services
Consulting
Information Technology
Marketing and Advertising
Business Advisory
Accounting Services
Public Relations
Management Consulting
Engineering Services
Healthcare Services
Professional Services
Creative Services
Relevant Teams
Finance
Accounts Receivable
Client Services
Operations
Administration
Business Development
Professional Services
Account Management
Billing
Legal Operations
Relevant Roles
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
Find the exact document you need
Creative Invoice
A South African law-compliant invoice template for creative professionals and agencies to bill clients for creative services and deliverables.
find out more
Invoice Tracking
A South African compliant framework for systematic invoice tracking, processing, and management procedures.
find out more
Home Improvement Invoice
A South African legal document for billing clients for home improvement works, compliant with local consumer protection and tax laws.
find out more
Selling Invoice
A South African compliant commercial document that formally requests payment for goods or services, incorporating local VAT and consumer protection requirements.
find out more
Car Dealership Invoice
A South African legal document recording a vehicle sale transaction between a dealership and customer, including vehicle details, pricing, and mandatory disclosures.
find out more
Invoice Receipt
A South African commercial document that combines an invoice and receipt, compliant with local VAT and consumer protection laws, serving as proof of transaction and payment.
find out more
Invoice For Contractor Hours
A South African tax-compliant invoice template for billing contractor hours, incorporating SARS requirements and detailed time-based service breakdown.
find out more
Auto Invoice
A South African law-compliant automotive invoice document that records and formalizes vehicle sales transactions.
find out more
Small Engine Repair Invoice
A South African-compliant invoice document detailing small engine repair services, parts, and charges while meeting local consumer protection and tax requirements.
find out more
Sales Invoice Receipt
A South African compliant sales invoice receipt documenting a commercial transaction, including VAT and payment details as required by local legislation.
find out more
Sales Tax Invoice
A South African tax invoice document that complies with SARS requirements, used to record VAT-registered business transactions and enable input VAT claims.
find out more
Plumbing Invoice
A South African-compliant billing document for plumbing services, incorporating VAT requirements and consumer protection elements.
find out more
One Off Invoice
A South African-compliant invoice document for single transactions, meeting local VAT and tax requirements while detailing goods/services provided and payment terms.
find out more
Invoice For Sole Trader
A standardized invoice template for sole traders in South Africa, compliant with local tax and business regulations.
find out more
Invoice For Accounting Services
A South African tax-compliant invoice template for accounting services, meeting SARS and professional accounting standards.
find out more
Invoice (Consultancy)
A South African compliant invoice document for consulting services, incorporating VAT requirements and detailed service breakdown.
find out more
Commercial Invoice For International Shipping
A South African trade document that serves as both a customs declaration and proof of sale for international shipments, complying with SARS requirements and international trade standards.
find out more
Billing Statement
A South African compliant billing statement detailing charges, services, and payment requirements in accordance with local regulations.
find out more
Service Payment Receipt
A South African compliance-focused receipt document acknowledging payment for services rendered, including VAT and tax-required elements.
find out more
Invoice Refund
A South African compliant document for processing and recording invoice refunds, including payment details and supporting documentation.
find out more
End Of Tenancy Cleaning Invoice
A South African compliant invoice document for end of tenancy cleaning services, including itemized cleaning costs and payment terms.
find out more
Car Proforma Invoice
A preliminary vehicle sales document used in South Africa that details proposed terms, specifications, and pricing for a vehicle purchase transaction.
find out more
Invoice Legal Document
A South African law-compliant invoice document that serves as an official record of commercial transactions, meeting SARS requirements and business standards.
find out more
Gas Invoice
A South African compliant billing document for gas consumption and related services, meeting NERSA and VAT requirements.
find out more
Per Diem Invoice
A South African-compliant invoice template for claiming daily professional service rates, structured to meet local tax and legal requirements.
find out more
Item Invoice
A South African-compliant commercial document detailing items sold, their prices, and VAT calculations, serving as both a payment request and tax record.
find out more
Grant Invoice
A standardized invoice document for grant payment requests in South Africa, compliant with local tax and public finance regulations.
find out more
Water Invoice
A South African compliant billing document for water consumption and related services, meeting local municipal and tax regulations.
find out more
Simple Cash Receipt
A legally compliant South African cash receipt document acknowledging payment for goods or services.
find out more
Unpaid Invoice
A formal demand letter for unpaid invoices compliant with South African law, serving as official notification to debtors and initiating the debt collection process.
find out more
Open Source Invoice
A South African-compliant invoice template specialized for open source and technology-related transactions, meeting all local tax and commercial requirements.
find out more
Travel Expenses Invoice
A South African compliant invoice document for claiming business travel expenses, including itemized costs and supporting documentation as required by local tax laws.
find out more
Line Item Invoice
A South African tax-compliant itemized invoice detailing goods/services provided, with full cost breakdown and VAT calculations.
find out more
Freelance Contractor Invoice
A South African law-compliant invoice template for freelance contractors to bill clients for professional services, including all required tax and payment information.
find out more
Home Repair Invoice
A South African legal document for billing home repair services, compliant with local consumer protection and tax regulations.
find out more
Time And Material Invoice
A South African compliant invoice document for billing both labor hours and materials used in service delivery, incorporating local VAT and commercial requirements.
find out more
Labor And Material Invoice
A South African compliant invoice document that details both labor costs and materials used in project execution, meeting local VAT and labor law requirements.
find out more
Invoice Summary
A South African-compliant document that summarizes invoice information, including transaction details and tax implications, meeting SARS requirements and business needs.
find out more
Bill Pay
A South African law-governed agreement establishing terms and conditions for bill payment services, including payment processing, security measures, and regulatory compliance.
find out more
Chiropractic Invoice
A South African compliant billing document for chiropractic services, meeting healthcare regulatory and tax requirements while facilitating medical aid claims.
find out more
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)