Marketing Agency Invoice Generator

1. 1

   Quote the work

   Show the proposed scope and price before work starts. A quote is not a contract.

   Create a quote →

2. 2

   Track billable time

   Record the date, work performed, hours, and rate. Creating a timesheet does not copy those hours into the Invoice Generator.

   Create a timesheet →

3. 3

   Invoice the client

   Bill retainers, project fees, hourly work, milestones, or approved expenses on the client invoice.

   Create an invoice →

4. 4

   Send a statement

   Summarize invoices, payments, credits, and the outstanding balance for ongoing clients.

   Create a statement →

5. 5

   Record payment

   After payment is received, create a receipt documenting the amount paid.

   Create a receipt →

A quote communicates the proposed scope and price. It does not create a contract. See Estimate vs. Quote if you need the difference between those two documents.

Create a Quote

Create a Timesheet

List each as a line item in the Invoice Generator so the client can see what is being billed.

Create an Agency Invoice

Create an Agency Invoice

Create a new invoice each time a retainer is billed. Invoice-Generator.com does not create recurring invoices automatically. See Retainer Agreements for how retainers are often documented.

Create a Retainer Invoice

These amounts are examples only. The Invoice Generator does not track project deliverables.

The Invoice Generator does not create milestone invoices automatically. See Progress Invoicing for billing work in stages.

Billable hours × agreed hourly rate = amount billed

25 hours × $175 = $4,375

$175 is an example, not a typical rate. Record the hours on a timesheet, then enter them on the invoice.

1. 1

   Track the work

   Record dates, descriptions, and hours on a timesheet.

   Open the timesheet →

2. 2

   Create the invoice

   Enter those hours and the agreed rate as invoice line items.

   Create an invoice →

Do not assume every third-party cost should be marked up or passed through. That depends on the client agreement. This is not tax or accounting guidance.

If the client agreement allows agency-managed media or advertising costs to be billed through the agency, those charges can be listed separately from agency service fees. Invoice-Generator.com does not track media spend, reconcile ad platforms, or calculate agency commissions.

See Invoice Payment Terms for common wording.

Calculate an Invoice Due Date

Calculate an Early Payment Discount

Calculate a Late Payment Fee

See Customer Statements for how statements are used alongside invoices.

Create an Account Statement

Create a Receipt

• Agency or business name
• Client information
• Invoice number
• Invoice date
• Billing period where relevant
• Description of agency services
• Retainer, project, or hourly charges
• Approved third-party costs where applicable
• Discounts
• Applicable taxes
• Total due
• Due date
• Payment terms
• Notes

1. Add your agency and client information.
2. Identify the billing period, campaign, or project.
3. Add the services being billed.
4. Enter retainer, project, hourly, or approved expense charges.
5. Add applicable taxes or discounts.
6. Set the due date and payment terms.
7. Review the total and create the invoice.

Create an Agency Invoice

Agency invoice vs. quote

A quote communicates the proposed scope and price before work begins. An invoice requests payment for services being billed. Create a quote in the Quote Generator or read Quote vs. Invoice.

Agency invoice vs. timesheet

A timesheet records billable work. The invoice requests payment for that work. Timesheet → Invoice.

Agency invoice vs. account statement

An invoice contains charges for a specific billing period or project. An account statement summarizes multiple invoices, payments, credits, and the current balance. Create a statement in the Account Statement Generator.

Agency invoice vs. receipt

An invoice requests payment. A receipt documents that payment was received. After you are paid, use the Receipt Generator or see Invoice vs. Receipt.

1. 1

   Quote the scope

   Agree the monthly services and fee before billing starts.

   Create a quote →

2. 2

   Send the monthly invoice

   Bill the retainer for the service period.

   Create an invoice →

3. 3

   Send an account statement

   Summarize invoices, payments, and the balance.

   Create a statement →

4. 4

   Record payment

   Document the amount paid with a receipt.

   Create a receipt →

1. 1

   Quote the work

   Propose the hourly arrangement before work starts.

   Create a quote →

2. 2

   Track the work

   Record dates, descriptions, and hours.

   Create a timesheet →

3. 3

   Invoice the client

   Bill hours × the agreed rate.

   Create an invoice →

4. 4

   Record payment

   Create a receipt after payment.

   Create a receipt →

1. 1

   Quote the project

   Show the proposed work and total fee.

   Create a quote →

2. 2

   Invoice each milestone

   Create a separate invoice for each agreed stage.

   Create an invoice →

3. 3

   Send the final invoice

   Bill any remaining project amount.

   Create an invoice →

4. 4

   Record payment

   Create a receipt after payment.

   Create a receipt →

How do I create a marketing agency invoice?

Add your agency and client information, identify the billing period or project, list the services being billed, enter retainer, project, hourly, or approved expense amounts, add taxes or discounts if they apply, set the due date, then review the total in the Invoice Generator.

What should a marketing agency invoice include?

A marketing agency invoice commonly includes the agency name, client information, invoice number and date, billing period where relevant, a description of services, amounts, discounts, applicable taxes, the total due, due date, payment terms, and notes. Not every field is legally required.

How do agencies invoice monthly retainers?

List the agreed monthly retainer as a line item and note the billing period it covers. Create a new invoice each month. Invoice-Generator.com does not create recurring invoices automatically.

Can an agency invoice by the hour?

Yes. Multiply billable hours by the agreed hourly rate and list that as a line item. A timesheet can record the date, work performed, and hours before you create the invoice. Creating a timesheet does not copy those hours into the Invoice Generator.

How do agencies bill project work?

List the agreed project and fee on one invoice, or create a separate invoice for each agreed milestone. The Invoice Generator does not track milestones for you.

What is the difference between an invoice and an account statement?

An invoice contains charges for a specific billing period or project. An account statement summarizes multiple invoices, payments, credits, and the current balance.