doclinth

Retainer invoice

Pack 02 · Services & freelance · A4

A retainer invoice that explains what the client is buying beyond a recurring fee. Reserved capacity, workstream allocation and rollover all appear before the charge, reinforcing the value of the relationship.

  1. Monthly fee and included-hours summary
  2. Workstream capacity allocation
  3. Rollover visibility
  4. Operating rhythm and account lead
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Example data

The data payload this template expects. Generate retainer invoice PDFs by POSTing a shape like this to /v1/generate.

sample_data.json
{
  "invoice_number": "ML-RET-0726",
  "billing_period": "July 2026",
  "due_date": "2026-07-01",
  "currency": "USD",
  "agency": {
    "name": "Morrow Lane",
    "initials": "ML"
  },
  "client": {
    "company": "Fieldwork Coffee"
  },
  "retainer": {
    "name": "Brand & digital counsel",
    "fee": 18000,
    "hours_included": 72,
    "rollover_hours": 6.5,
    "summary": "Reserved senior capacity for ongoing brand, commerce and campaign decisions across the Fieldwork team."
  },
  "account_lead": {
    "name": "Inez Park",
    "email": "inez@morrowlane.example",
    "phone": "+1 415 555 0134"
  },
  "allocations": [
    {
      "workstream": "Digital product",
      "scope": "Commerce journeys, UX decisions and QA",
      "hours": 26
    },
    {
      "workstream": "Campaigns",
      "scope": "Autumn launch direction and production",
      "hours": 22
    },
    {
      "workstream": "Brand system",
      "scope": "Governance, templates and team reviews",
      "hours": 16
    },
    {
      "workstream": "Advisory reserve",
      "scope": "Priority decisions and unplanned requests",
      "hours": 8
    }
  ],
  "charges": [
    {
      "description": "Monthly strategic retainer",
      "detail": "72 reserved hours",
      "period": "Jul 1-31, 2026",
      "quantity": 1,
      "rate": 18000,
      "amount": 18000
    }
  ],
  "subtotal": 18000,
  "tax": 0,
  "total": 18000,
  "operating_rhythm": "Weekly account review, fortnightly priorities reset and a shared 48-hour response window for new asks.",
  "payment_details": "ACH transfer · reference ML-RET-0726 · net 7"
}
generate.sh
curl -X POST https://doclinth.com/v1/generate \
  -H "Authorization: Bearer dl_live_YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{"template_id":"YOUR_TEMPLATE_ID","data":{"invoice_number":"ML-RET-0726","billing_period":"July 2026","due_date":"2026-07-01","currency":"USD","agency":{"name":"Morrow Lane","initials":"ML"},"client":{"company":"Fieldwork Coffee"},"retainer":{"name":"Brand & digital counsel","fee":18000,"hours_included":72,"rollover_hours":6.5,"summary":"Reserved senior capacity for ongoing brand, commerce and campaign decisions across the Fieldwork team."},"account_lead":{"name":"Inez Park","email":"inez@morrowlane.example","phone":"+1 415 555 0134"},"allocations":[{"workstream":"Digital product","scope":"Commerce journeys, UX decisions and QA","hours":26},{"workstream":"Campaigns","scope":"Autumn launch direction and production","hours":22},{"workstream":"Brand system","scope":"Governance, templates and team reviews","hours":16},{"workstream":"Advisory reserve","scope":"Priority decisions and unplanned requests","hours":8}],"charges":[{"description":"Monthly strategic retainer","detail":"72 reserved hours","period":"Jul 1-31, 2026","quantity":1,"rate":18000,"amount":18000}],"subtotal":18000,"tax":0,"total":18000,"operating_rhythm":"Weekly account review, fortnightly priorities reset and a shared 48-hour response window for new asks.","payment_details":"ACH transfer · reference ML-RET-0726 · net 7"}}'

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