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Invoicing & accounting

Retainer invoice

A retainer invoice bills a client in advance for a set amount of work or availability over a period, usually monthly. Here's how retainer invoices work.

Quick answer

A retainer invoice bills a client in advance for a set amount of work or availability over a period, usually a month. The client pays up front to reserve the freelancer's or agency's time, and work is drawn down against that balance. Retainers give both sides predictable income and a stable, ongoing working relationship rather than one-off jobs.

A retainer flips the usual order of freelance billing: instead of doing the work and then invoicing, the client pays first to secure a block of time or a scope of work for the period ahead. That prepayment is what the retainer invoice collects.

Retainers suit ongoing relationships — a monthly design allowance, a support arrangement, a marketing engagement — where the client wants guaranteed availability and the freelancer wants predictable, recurring income. Unused time is handled by the terms you agree (it may roll over, or expire at period end).

In KAZI, a retainer can be billed as a recurring invoice so it issues automatically each period, and it sits alongside the client's projects and history in one record.

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FAQ

Common questions

Is a retainer invoice paid before or after the work?

Before. A retainer is a prepayment that reserves the freelancer's time or a scope of work for the coming period. The work is then delivered against that already-paid balance.

What is the difference between a retainer and a recurring invoice?

A retainer is the commercial arrangement — paying in advance for ongoing availability. A recurring invoice is simply an efficient way to bill it, by issuing the retainer charge automatically each period.

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