Can I manage invoices for 20+ clients at once?

Yes. Each client gets their own recurring invoice with custom terms. The dashboard shows all outstanding invoices and payment status.

How do I bill for ad spend management fees?

Add the management fee as a percentage-based line item. Update the amount each month based on actual ad spend.

Can I set up different retainer tiers?

Yes. Create different recurring invoices for each retainer level with the appropriate line items and rates.

How do I handle out-of-scope requests?

Add extra work as additional line items on the recurring invoice with the appropriate hourly rate and description.

Can my team collaborate on invoicing?

Yes. InvoiceBlitz supports team access so account managers can manage their own client invoices.

Recurring Invoices for Agencies

Manage retainer billing across all your client accounts. Automate monthly invoicing and spend more time on strategy, less on admin.

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No credit card required. Free plan includes 5 invoices/month.

Common Billing Cycles for Agencies

Choose the billing frequency that matches your agencies business model and client expectations.

Monthly retainer

Fixed monthly fee per client covering a defined scope of services — the standard agency model.

Quarterly

Quarterly campaigns and strategy reviews aligned with client planning cycles.

Project milestones

Recurring milestone payments for ongoing campaigns and deliverables.

Performance-based

Base retainer plus performance bonuses tied to KPIs and campaign results.

Example Agencies Invoice Line Items

Here is what a typical recurring invoice looks like for agencies businesses.

Item	Description
Monthly Retainer	Full-service account management, strategy, creative, and reporting
Ad Spend Management	15% management fee on media spend, includes optimization and reporting
Content Production	10 blog posts, 30 social posts, 4 newsletters per month
Additional Creative Work	Out-of-scope creative requests at hourly rate

Add as many line items as you need. Each with quantity and rate — totals calculate automatically.

Agencies Recurring Invoice Best Practices

Follow these tips to get paid faster and maintain great client relationships.

Create a separate recurring invoice for each client with their specific retainer terms and scope.

Bill ad spend pass-throughs as separate line items from management fees for transparency.

Send invoices on a consistent date each month to establish a predictable billing rhythm.

Include performance highlights in the invoice notes to justify the retainer value.

Separate one-time project fees from recurring retainer charges on the invoice.

Use the notes field to reference upcoming deliverables and strategy sessions.

Common Agencies Billing Challenges

Recurring invoicing solves these common pain points for agencies businesses.

Scope creep across clients

Multiple clients requesting out-of-scope work — track and bill extras as separate line items.

Variable ad spend billing

Management fees based on ad spend change monthly, requiring invoice updates each cycle.

Multi-service tier management

Clients on different retainer levels need separate invoice configurations.

Team capacity tracking

Matching billable hours across team members to client retainers ensures profitability.

Free to Start, Affordable to Grow

Agencies businesses can start with our free plan — 5 invoices per month, 3 clients, PDF downloads and multi-currency support included. Upgrade to Starter or Pro when your business grows.

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Agencies Recurring Invoice FAQ

: Yes. Each client gets their own recurring invoice with custom terms. The dashboard shows all outstanding invoices and payment status.
: Add the management fee as a percentage-based line item. Update the amount each month based on actual ad spend.
: Yes. Create different recurring invoices for each retainer level with the appropriate line items and rates.
: Add extra work as additional line items on the recurring invoice with the appropriate hourly rate and description.
: Yes. InvoiceBlitz supports team access so account managers can manage their own client invoices.

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Recurring Invoices

Learn about all recurring invoice features, billing automation, and scheduling options.

Free Invoice Generator

Create a one-off invoice instantly. No signup, download as PDF.

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