Can I bill retainer and project work on the same invoice?

Yes. Add your recurring retainer as a fixed line item and any additional project work as separate line items on the same invoice.

How do I handle percentage-based management fees?

Update the PPC or ad management fee line item each month based on actual ad spend. The invoice total recalculates automatically.

Can I set up different billing rates for different clients?

Yes. Each client gets their own recurring invoice with custom line items, rates, and billing frequencies to match their retainer agreement.

How do I track which clients are overdue?

The dashboard shows all outstanding invoices sorted by due date. Overdue invoices are highlighted so you can follow up immediately.

Can I attach reports to invoices?

Include links to your reporting dashboard or performance summaries in the invoice notes section. This adds value and justifies the retainer fee.

Recurring Invoices for Marketing Agencies

Automate retainer billing, campaign management fees, and monthly service invoicing. Spend less time on billing and more time growing client accounts.

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

Common Billing Cycles for Marketing Agencies

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

Monthly retainer

Fixed monthly fee covering a defined scope of marketing services — the most common agency billing model.

Quarterly

Campaign-based billing aligned with quarterly planning cycles and strategy reviews.

Project milestones

Recurring milestone payments for ongoing campaigns — initial setup, mid-campaign review, and final delivery.

Performance-based

Monthly base retainer plus performance bonuses invoiced based on KPI achievements.

Example Marketing Agencies Invoice Line Items

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

Item	Description
Monthly SEO Retainer	On-page optimization, link building, keyword research, and monthly reporting
PPC Management Fee	15% of ad spend, includes campaign setup, optimization, A/B testing, and reporting
Content Creation Package	8 blog posts, 20 social media posts, 2 email newsletters per month
Strategy Consultation	Monthly 90-minute strategy session with performance review and planning

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

Marketing Agencies Recurring Invoice Best Practices

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

Clearly define the scope of each retainer on the invoice so clients understand exactly what services are included.

Bill ad spend pass-throughs as separate line items from management fees for transparent client reporting.

Send invoices on the same date each month to establish a predictable billing rhythm with clients.

Include a brief performance summary or link to your reporting dashboard in the invoice notes section.

Separate one-time project fees from recurring retainer charges so clients can easily track ongoing costs.

Use the customer notes field to remind clients of upcoming strategy sessions or deliverable deadlines.

Common Marketing Agencies Billing Challenges

Recurring invoicing solves these common pain points for marketing agencies businesses.

Scope creep billing

Clients request work outside the retainer scope — track and invoice additional hours or projects separately.

Variable ad spend invoicing

PPC management fees based on percentage of ad spend change monthly, requiring invoice updates each billing cycle.

Multiple service tiers

Different clients on different retainer levels need separate recurring invoice configurations with appropriate line items.

Client payment delays

Agencies often wait 30-60 days for payment — automated reminders and clear payment terms help maintain healthy cash flow.

Free to Start, Affordable to Grow

Marketing 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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Marketing Agencies Recurring Invoice FAQ

: Yes. Add your recurring retainer as a fixed line item and any additional project work as separate line items on the same invoice.
: Update the PPC or ad management fee line item each month based on actual ad spend. The invoice total recalculates automatically.
: Yes. Each client gets their own recurring invoice with custom line items, rates, and billing frequencies to match their retainer agreement.
: The dashboard shows all outstanding invoices sorted by due date. Overdue invoices are highlighted so you can follow up immediately.
: Include links to your reporting dashboard or performance summaries in the invoice notes section. This adds value and justifies the retainer fee.

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Recurring Invoices

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