cockatoo

Invoices template

Marketing Retainer Invoice

Monthly retainer invoice for agencies covering strategy, media management, and reporting with clean commercial notes.

Industry fit

2

Advertising Services

Required fields

10

Structured variables ready for drafting, saving, and later export.

Related checklists

1

Operational guidance linked directly into the template surface.

Preview

Preview the document structure on the public site before opening the working generator flow in the app workspace.

InvoicesINV-20260410

Marketing Retainer Invoice

Issued 10 Apr 2026

Marketing Retainer Invoice

Header
Reference
INV-20260410
Due
17 Apr 2026
Issued
10 Apr 2026

Prepared by

Business details

This section is waiting for content.

Prepared for

Client details

This section is waiting for content.

Services completed

Services completed

Strategic planning and channel management for the agreed reporting period

Campaign optimisation and account monitoring

Monthly reporting pack and recommendations delivered to client team

Line items

Line items
DescriptionQtyUnitRateAmount
Monthly strategy retainer1month$2,400.00$2,400.00
Paid media management1month$1,450.00$1,450.00
Reporting and insight pack1month$350.00$350.00

Pricing summary

Pricing summary

Subtotal

$4,200.00

GST

$420.00

Total

$4,620.00

GST summary

GST summary

GST rate

10%

GST amount

$420.00

Notes

Notes

Third-party ad spend is billed separately unless explicitly listed here.

All working files remain available under the active service agreement.

Payment terms

Payment terms

Payment due within 7 days.

Late payment may pause campaign changes or scheduled content approvals.

Footer

Footer

Generated from Cockatoo Templates.

Industry applicability

Internally rigorous and ANZSIC-backed, but kept business-friendly in the public UI.

Advertising ServicesProfessional, Scientific and Technical Services

Included sections

Reusable structured blocks keep the template editable and future-safe for rendering, export, and versioning.

headerRequired

Header

business_detailsRequired

Business details

client_detailsRequired

Client details

scopeRequired

Services completed

line_itemsRequired

Line items

pricing_summaryRequired

Pricing summary

gst_summaryRequired

GST summary

notes

Notes

payment_termsRequired

Payment terms

footer

Footer

Required fields

These inputs are used during generation and stored in drafts, shares, PDFs, and reusable custom versions.

textRequired

Document title

Use a client-friendly title for this invoice.

textRequired

Invoice number

Unique reference shown on the invoice and remittance.

dateRequired

Issue date

Date the invoice is issued.

dateRequired

Due date

Date payment falls due.

textRequired

Business name

Trading name that appears on the document.

textRequired

Client contact

Main client contact receiving the document.

rich_text_jsonRequired

Services completed

Bullet list summarising completed work.

line_items_arrayRequired

Line items

Editable service lines used to calculate totals.

percentageRequired

GST rate

Usually 10% for Australian tax invoices.

rich_text_jsonRequired

Payment terms

Short payment instructions and remittance terms.

Related checklists

Keep document generation and operational delivery planning connected from the first pass.

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