Retainer Usage Statement Template

BLANK WORKSHEET
RETAINER USAGE STATEMENT [ID]
Client / agreement / service period: [details]
Units and rounding method: [decimal hours / agreed method]
Included hours: [quantity]
Authorized rollover / approval / expiry: [quantity / references]
Available allowance: [quantity]
Reviewed usage | work category | time record reference
[rows]
Excluded or queried hours: [details]
Confirmed used hours: [quantity]
Unused allowance / excess usage: [quantities]
Rollover / expiry decision: [reference]
Overage rate / approval status / invoice reference: [details]
Reviewed by / date / next action: [details]

FILLED EXAMPLE (fictional)
USE-11 | Fictional November support retainer
20 h included + 3 h authorized rollover = 23 h.
Reviewed time TIME-11 shows 25.50 h consumed; excess 2.50 h.
USD 100/h possible overage gives USD 250 before tax, held pending approval OVR-11.

BEFORE USE
Replace every bracketed field. Examples are illustrative. Confirm your agreement, local invoice requirements, and applicable tax treatment separately. This download does not send an invoice or update a billing record.

Source page: https://www.getinvoiceagent.com/templates/retainer-usage-statement-template
Reviewed: 2026-10-02