December Retainer Invoice — Billing Clarification

Overview

Jim (Blue Sky) questioned an overdue invoice received around December 29, 2025, believing he had already settled his retainer obligations. The invoice is valid: it covers December, the final month of his retainer, per the 30-day notice he gave on November 8.

Background

• Jim agreed to a retainer arrangement as of approximately October 21.
• On November 8, Jim gave 30-day notice to end the retainer.
• A 30-day notice period means the retainer runs through December, making the December invoice the final legitimate charge.
• January has not been billed; the overdue invoice is exclusively for December.

Dispute Summary

Jim's position was that he had communicated his intent to cancel and did not expect further invoices. Melissa clarified the timeline:

"As of the 8th, you gave us a 30-day notice. So you're paying through this month, and then we're going to reevaluate and talk early in the new year."

The invoice due around December 15 is for December services only and is consistent with the agreed notice terms.

Resolution

• Melissa confirmed with Mark that January has not been billed, so the outstanding invoice is solely for December.
• Melissa is following up directly with Jim to confirm the December invoice, secure payment, and align on next steps for early Q1.

Action Items

• [ ] Email Jim to clarify the December invoice is the final retainer month per his Nov 8 notice (@Melissa Cusumano)
• [ ] Confirm payment received for December invoice (@Melissa Cusumano)
• [ ] Schedule early-January conversation with Jim to discuss future engagement (@Melissa Cusumano)

Related

• ^[1]
• ^[2]