Forge Retained Consulting Statement

Forge Retained Consulting Statement is designed for agencies and consulting teams that provide ongoing support to long-term clients. The layout centers on a retainer statement with a clear monthly summary, making it easy to show what was included, what was completed, and what remains billable. It is ideal for firms managing recurring advisory calls, planning sessions, and steady client communication.

This consulting invoice template includes sections for retainer fees, out-of-scope work, and additional project deliverables. A dedicated tax area supports VAT, GST, and sales tax, while the totals block keeps the billing summary transparent for finance departments. The multi-format structure means you can use it in PDF, DOCX, or spreadsheet form depending on how your team manages approvals and client distribution.

Customize the statement with your agency branding, payment terms, and client-specific notes. You can add service caps, unused hours, or rollover terms to match the retainer agreement. The ongoing support layout is especially helpful for consultants who need to balance fixed monthly fees with occasional extra tasks. It also works well for international billing because the currency fields and tax lines can be adapted to regional requirements without changing the core structure.