Marketing Agency Invoice Template

Free invoice templates for Marketing Agencies built for monthly retainers, ad spend, and campaign management fees. Download and edit in PDF, Word, Excel, Google Docs, or Google Sheets.

Also called: marketing agency invoice, marketing agency bill or ad firm invoice.

Download Free Marketing Agency Invoice Templates

Download a template, then edit in PDF, Word, Excel, Google Docs or Google Sheets. Print or email when ready.

Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Printable Marketing Agency Invoice Template

Best for:
Totals, dates, approvals, signatures.

Custom Marketing Agency Invoice Template

Best for:
Logo, retainer and PO or cost center.

Editable Marketing Agency Invoice Template

Best for:
Edit phases, rates, expenses, ad spend.

Free Marketing Agency Invoice Template

Best for:
Scope, hours, deliverables, and media.

How to Invoice as a Marketing Agency

Keep it simple from scope to send so clients see the value and pay on time.
Free Online Invoice Generator
☝️ No sign-in. Save as PDF.
In 5 Steps:
  1. Review the signed SoW or PO and confirm deliverables, rates, and billing method.
  2. Track work and expenses by campaign and date so each line maps to real output.
  3. For projects, invoice a deposit before kickoff and record it in your system.
  4. Build the invoice: itemize services, separate pass-through costs with backups, and add taxes where required.
  5. Apply any deposit to the balance, set clear payment terms, attach proof of work, and send through the client’s AP channel.
Free Online Invoice Generator
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What to Include in a Marketing Agency Invoice

These are the must-have fields for clear, compliant invoices.
These are the must-have fields for clear, compliant invoices.
  • Your legal business name, address, email, and phone
  • Tax ID and business registration number (check local rules)
  • Client legal entity and billing address
  • Invoice number
  • Invoice date and due date
  • Payment terms and late-fee policy
  • Payment instructions (bank details or portal info)
  • Contract/SoW ID and client PO number
  • Service period or delivery dates
  • Line items table with description, quantity, unit, rate, and amount

Billing Scenarios for Marketing Agencies

How to label charges so every invoice makes sense the moment your clients see it.

1.
Monthly Retainer; Period Covered
Ongoing monthly retainer
Sets a steady fee for a defined month so finance can match it to their budget.
2.
Project Deposit; Balance Due
Fixed-fee project with kickoff deposit
Shows the upfront payment and the remaining amount once milestones are delivered.
3.
Media Spend (pass-through); Buying/Management Fee
Ad buys billed through your agency
Splits third-party spend from your fee so the client sees real costs and your service.
4.
Creative Production; Usage License
Creative deliverables that include usage rights
Include your legal name, address, and tax ID and confirm the client’s legal entity and billing address; check local rules.
5.
Platform Fee; Admin Fee
MarTech or platform costs you re-bill
Shows the tool cost apart from your handling so approvals are simple.
6.
Travel Time; Travel Expenses
Distinguishes your time from out-of-pocket costs for transparent reimbursement.
Distinguishes your time from out-of-pocket costs for transparent reimbursement.
Free Online Invoice
No sign-in. Save as PDF.
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Standard charges and fees for marketing agencies

Itemize retainers, ad spend, campaign management, creative, and reporting with professional invoice line items.

Charge or Service
Unit
Taxable
When to use
How to show it
Campaign management
Time
Ongoing ads or content
Time × hourly rate. Log planning, optimizations, and client comms so scope stays clear.
Performance report
Item
Monthly or campaign wrap
Qty × unit rate. Deliver a readable report with KPIs and insights your client can act on.
Ad copy
Item
New ads or variants
Qty × unit rate. Include headline, primary text, and CTA; revisions beyond scope as change orders.
Landing page
Item
New funnel or offer
Qty × unit rate. Includes design, build, QA; track conversions from day one.
SEO audit
Item
Baseline or traffic drop
Qty × unit rate. Provide prioritized issues and fixes; attach a roadmap with effort estimates.
Conversion tracking
Item
Pixels, tags, events
Qty × unit rate. Install and test platform tags; document what each event measures.
Ad spend
Item
Media pass-through
Pass-through as billed. Attach platform receipts; management time belongs under Campaign management.
Rush turnaround
Item
Need it same day
Qty × after-hours rate. Applies outside business hours or compressed timelines.
Change order
Time
Out-of-scope requests
Time × hourly rate. Triggered by scope shifts; get written approval before work starts.
Printing
Item
Taxable
Printed collateral
Cost × (1 + markup%). Include specs and quantities; ship-to address required.
Save and reuse your agency fees and retainers
Create a free account and save retainers, management fees, and ad spend items once, so nothing gets retyped.
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Common Marketing Agency Invoicing Mistakes

Agencies lose money on vague or incomplete invoices. Use these simple fixes to prevent disputes and delays.

Mistake
How to fix it
Bundling services into one vague line hides value and invites pushback.
Break work into clear deliverables with quantities and time units so totals add up and make sense.
Leaving out the contract or SoW reference gets the invoice flagged or rejected by AP.
Add the correct contract, SoW, or PO ID in the header and mirror it in your notes so AP can match it fast.
Get approval in writing before extra work, then bill the added tasks in a separate section with dates and a short note.
Get approval in writing before extra work, then bill the added tasks in a separate section with dates and a short note.
Include your legal name, address, and tax ID and confirm the client’s legal entity and billing address; check local rules.
Include your legal name, address, and tax ID and confirm the client’s legal entity and billing address; check local rules.
Sending invoices to the wrong contact or portal leaves them sitting unpaid.
Confirm the AP email or portal, required file type, and any form fields before sending and follow their submission steps.
Not stating payment terms removes urgency and leverage.
State net terms, due date, and late-fee policy in the header and near the total so expectations are unmissable.

Marketing Agency Invoice FAQs

Get paid fast for retainers, ad spend, production, and media buying. Line items, markups, usage rights, rush fees, and change orders explained, clear answers.

How should we bill monthly retainers vs ad spend?

Bill the retainer as a flat fee, then list ad spend as a pass-through. Example: “Monthly Retainer: $3,500” and “Meta Ads Spend (pass-through): $4,000.”

What line items cover media buying markups?

If you mark up, show it. Example: “Programmatic Spend: $10,000,” “Media Buying Fee: 15% ($1,500),” and “Ad Server/Trafficking: $250.”

Can we add a rush fee for an urgent launch?

Yes. Spell out the trigger and amount. Example: “Rush: 72-hour GTM Launch: $750.”

How do we bill the discovery and strategy phase?

Create a stand-alone phase with deliverables. Example: “Discovery Workshops (3): $1,200,” “Competitive Audit: $900,” “Channel Strategy Deck: $1,400.”

What about third-party tools and subscriptions?

List them clearly and note if they’re pass-through. Example: “Ahrefs (1 month): $99,” “Landing Page Tool: $49,” “Stock Footage: $120.”

How do we handle change requests and extra revisions?

State the included rounds, then price extras. Example: “Copy Revisions (2 rounds included),” “Extra Revision Round: $180,” “Scope Change: New Variant Ad: $350.”

Can we include a performance bonus or commission?

Yes, when tied to agreed metrics. Example: “Performance Bonus: CAC ≤ $90: $1,000,” or “Affiliate Commission: 12% of net new revenue.”

How do we structure milestone billing for a website redesign?

Tie payments to handoffs. Example: “Deposit: 30%,” “Sitemap/Wireframes Approved: 30%,” “Design System Delivered: 20%,” “Launch: 20%.”