Copy-ready commercial documents
Useful structures for the client decision you need to document.
Start with a complete working draft—not a generic article. Replace every bracketed field, remove what does not apply, and adapt the terms to the engagement.
01—06
Choose the record you need.
- 01Developers, designers, and consultantsMilestone payment schedule templateDefine each payment trigger, amount, review window, and due date so the schedule reconciles to the engagement total.Open template
- 02Developers, designers, and consultantsScope change-order templateDocument added deliverables, exclusions, price, payment timing, and schedule impact without replacing the original agreement.Open template
- 03Independent professionals billing clients directlyDirect bank-transfer invoice instructionsGive a client the bank, currency, reference, fee, and confirmation details needed to make a direct transfer correctly.Open template
- 04Developers, designers, and consultantsMaintenance retainer templateDefine recurring service coverage, request limits, response windows, invoice cadence, overages, and termination.Open template
- 05Product designers and deliverable-based consultantsRevision-limit clause templateDefine a feedback round, included revisions, review timing, approvals, and the boundary between refinement and additional scope.Open template
- 06Independent professionals collecting client invoicesPayment reminder sequenceFive concise, factual messages for the due date, early overdue period, status request, and final escalation.Open template
Understand the control first
See when to use each template and how the workflow should run.
These templates provide a general commercial starting point, not legal, tax, or financial advice. Obtain professional advice where the engagement, location, or client terms require it.