Free Agency Retainer Proforma Invoice Template & Generator
Present the upcoming retainer period, deliverables, media or production allowances, overages, and payment for client approval. This free proforma invoice template opens with practical line items for marketing, creative, public relations, and digital agencies, calculates totals when the document uses prices, and exports as a polished PDF.
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| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly agency retainer | 1 | $6,500.00 | $6,500.00 |
| Production allowance | 1 | $1,200.00 | $1,200.00 |
| Media-spend estimate | 1 | $5,000.00 | $5,000.00 |
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Use-case checklist
What to include in a agency retainer proforma invoice
A proforma helps a client create a PO or approve a new period before the agency issues the formal invoice. It should separate agency fees from pass-through spend and clarify that deliverables remain governed by the agreement.
- agency, client, period, and proforma number
- retainer services, deliverables, and included hours
- overage, media, production, and outside-cost basis
- amount, currency, tax, PO, and payment
- validity, agreement reference, and proforma status
Example starting lines
| Description | Qty | Rate |
|---|---|---|
| Monthly agency retainer | 1 | $6,500 |
| Production allowance | 1 | $1,200 |
| Media-spend estimate | 1 | $5,000 |
Complete it cleanly
State retainer period, service scope, included deliverables or hours, overage rate, media and outside costs, currency, tax basis, PO requirement, payment, validity, and preliminary status.
When this document is the right choice
Use this proforma invoice to show an expected transaction before a final invoice exists. A proforma invoice is a preliminary commercial document, not a final tax invoice or proof that payment is due. Replace it with the final invoice when the transaction is confirmed.
Frequently asked questions
What should a agency retainer proforma invoice include?
Include agency, client, period, and proforma number, retainer services, deliverables, and included hours, overage, media, production, and outside-cost basis, amount, currency, tax, PO, and payment, and validity, agreement reference, and proforma status. The fields and example lines on this page give you a practical starting point.
How should I complete this proforma invoice before sending it?
State retainer period, service scope, included deliverables or hours, overage rate, media and outside costs, currency, tax basis, PO requirement, payment, validity, and preliminary status.
Is this agency retainer proforma invoice template free?
Yes. You can create, edit, and preview the document without an account. Creating and previewing is free. PDF downloads cost $2.29 per document, or are included with Unlimited.
More proforma invoice templates
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