Invoice templates
For a recurring monthly bill — scope reference, fee, billing period and payment terms, built to repeat cleanly each month.
A retainer invoice bills the recurring monthly fee under a retainer agreement, referencing the period covered and the scope included — designed to be sent (or generated automatically) on the same schedule every month without being rebuilt from scratch.
Which month (or period) this invoice covers.
A short reference to what the retainer covers, so the client sees the value even on a routine recurring bill.
If the prior period had billable overage beyond the retainer scope, itemize it separately from the base retainer fee.
Consistent net terms each period, since this invoice repeats.
Copy this into your own document, or build it directly as a branded page in Hanko. Bracketed text like [Client Name] is a placeholder to fill in.
Invoice
Invoice #: [INV-2026-XX]
Issue date: [Date] | Due date: [Date]
Billing period: [Month Year]
From
[Your Agency/Consultant Name]
[Address]
[Email / Phone]
Bill to
[Client Company Name]
[Client Contact Name]
Retainer fee
Description Amount
Monthly retainer — [scope reference, e.g., $[amount]
'SEO retainer per Agreement dated [Date]']
Overage (if applicable)
Description Hours Rate Amount
[Additional work beyond retainer] [X] $[rate]/hr $[amount]
Totals
Retainer: $[amount]
Overage: $[amount]
Tax ([rate]%, if applicable): $[amount]
Total due: $[amount]
Payment terms
Due within [15] days of issue date. This invoice recurs monthly per the Retainer Agreement dated [Date].
Payment methods
Card, ACH, wire transfer [and stablecoin — USDC, if applicable]. A saved payment method can be used to pay this automatically each period.
Yes, if the retainer terms are stable — that's the point of setting it up as a recurring/scheduled invoice rather than rebuilding it manually every period.
As a separate, clearly labeled line item apart from the base retainer fee, so the client can see exactly what pushed the total above the standard monthly amount.
Update the recurring invoice template going forward — past invoices shouldn't be retroactively changed, so any adjustment applies from the next billing period.
Set it up once in Hanko and let it generate, send and reconcile automatically every period.
Product
InvoicingProposalsAgreementsClient portalsSolutionsCompareAlternativesBest ofTemplatesPricingProduct updates and the occasional tip, about once a month.