The Retainer Invoice is essential for businesses providing ongoing professional services in Switzerland, where regular billing documentation must comply with strict federal and cantonal requirements. This document type is used when a client has agreed to a recurring payment arrangement for continued access to professional services, typically on a monthly or quarterly basis. The invoice must include specific elements required by Swiss law, such as VAT details, company identification numbers, and clear payment terms. It serves multiple purposes: documenting the billing period, detailing services covered under the retainer, providing payment instructions, and maintaining compliance with Swiss accounting standards. The document is particularly important for service providers who need to maintain clear records of recurring revenue while ensuring compliance with Swiss business law.
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1. Invoice Header: Contains legally required business information including company name, address, registration numbers, and VAT number
2. Client Information: Complete details of the client including name, address, and any reference numbers
3. Invoice Details: Invoice number, date, and payment terms as required by Swiss law
4. Retainer Period: Clear specification of the time period covered by the retainer
5. Service Description: Description of services covered under the retainer arrangement
6. Payment Terms: Detailed payment instructions, including bank details and payment deadline
7. VAT Information: VAT rate and amount, clearly separated from the net amount as required by Swiss law
1. Service Level Details: Include when specific service levels or response times are part of the retainer agreement
2. Usage Statistics: Add when tracking of service usage is relevant to the retainer arrangement
3. Unused Hours Statement: Include when the retainer includes hour-based services and unused hours need to be documented
4. Additional Services Rate Card: Add when services beyond the retainer scope may be provided at additional cost
5. Currency Exchange Information: Include for international clients when billing in non-Swiss currency
1. Detailed Time Log: Breakdown of time spent on various services if relevant to the retainer arrangement
2. Service Specification: Detailed list of services covered under the retainer
3. Rate Card: Complete list of rates for different service categories or personnel levels
4. Previous Period Summary: Overview of service usage and payments from previous retainer period
Authors
Relevant legal definitions
Clauses
Relevant Industries
Legal Services
Consulting
Information Technology
Professional Services
Financial Services
Marketing and Advertising
Business Advisory
Healthcare Services
Engineering Services
Management Consulting
Relevant Teams
Finance
Accounting
Legal
Client Services
Operations
Compliance
Business Development
Administration
Revenue Operations
Client Relations
Relevant Roles
Finance Director
Accounts Receivable Manager
Chief Financial Officer
Billing Coordinator
Account Manager
Financial Controller
Legal Counsel
Compliance Officer
Business Development Manager
Operations Manager
Client Services Director
Managing Partner
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