Agencies bill monthly retainers, project work, and media spend — and mixing your fee with passthrough ad spend is a recipe for confused clients. This marketing agency invoice template keeps your services separate from ad spend and third-party tools so clients see exactly what's your fee and what's passthrough.
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These are the line items marketing agency businesses bill most often. Add the ones that apply to your job — the generator totals them automatically.
Bill retainers in advance each month and collect ad spend upfront before deploying it — never front a client's media budget on your own cash.
Agency services are exempt from sales tax in most states; resold software or media may be taxable — keep passthrough costs on their own lines.
Put your retainer or management fee on one line and ad spend on a clearly labeled passthrough line. Bundling them hides your margin and confuses clients.
Yes — bill media budget upfront and deploy it only after the client pays. Fronting a client's ad spend on your own cash is a fast way to a cash crunch.
Charge a flat retainer or a percentage of ad spend as a distinct line. State which model applies so the client understands what your fee covers.
Agency services are usually exempt, but resold software subscriptions or media can be taxable depending on your state. Keep passthrough on separate lines.