Separates a monthly retainer from project work, with PO and campaign references for clients that require them. Print it, fill it in by hand, or save it as a PDF — no sign-up required.
A blank, print-ready form with the marketing agency job fields already laid out. Use your browser's print dialog and choose "Save as PDF" to keep a digital copy.
| Description | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Subtotal | |
| Discount | |
| Tax | |
| Deposit received | |
| Balance due |
Filling this in for the same customers every month? Create a free account and your client details, business info, and marketing agency job fields save automatically for next time.
Every invoice needs the same commercial basics. What separates a marketing agency invoice is the job detail that proves what was done — the part generic templates leave out.
In ServiceInvoicing these become a reusable schema, so they appear on every new invoice automatically.
Agencies bill through monthly retainers for an agreed scope, project fees for defined deliverables such as a website or campaign launch, hourly rates for out-of-scope work, and ad management fees — either flat or a percentage of the ad spend managed. Ad spend itself is either paid by the client directly on their own platform accounts or billed through the agency, sometimes with a markup.
Retainers are typically billed monthly in advance. Projects often take a deposit, with milestone payments as deliverables are approved. Pass-through ad spend is usually billed in advance or reconciled monthly against the platforms' invoices.
Extra deliverables or revision rounds beyond the agreement should appear as out-of-scope lines referencing the approval.
Clients confuse money spent on ads with the agency's fee. Show them separately, with the platform and reporting period.
Unless the contract says otherwise, fees aren't contingent on results. Reference the scope and the deliverables completed.
Here is the same template filled in for a typical marketing agency job, so you can see how the line items and job fields work together.
A printed template is fine for a one-off. For repeat customers, a free account saves your business details, client addresses, and marketing agency job fields once — and tracks who has paid.
Paid plans from $9 a month add employee access and client reports; Professional adds contracts and a client portal.
Beyond the standard details — your business information, the client's details, a unique invoice number, dates, itemized lines, and the balance due — a marketing agency invoice should carry the job detail your customers and any inspector or adjuster expect: campaign name, ad spend managed, platform, reporting period. Recording those on the invoice itself keeps the paperwork with the job.
Show the management fee and the ad spend as separate lines, with platform, campaign, and reporting period. If you charge a percentage of spend, show the spend the percentage is based on — that transparency is the best defense against a client questioning your fee.
Yes, briefly. Listing the month's deliverables — posts published, campaigns managed, reports delivered — shows the client what they received and makes it easier for them to justify the spend internally.
Advertising and marketing services aren't taxed in most US states, though some tax certain digital services or design work, and pass-through ad spend can be treated differently from your fee.
Yes. Print the blank template or save it as a PDF from your browser with no sign-up. If you would rather stop filling forms in by hand, ServiceInvoicing's free plan covers 2 active clients and unlimited invoices with no credit card required.
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