Market Your Services, Not Your Invoices

From job to customer invoice

An invoice workflow for marketing professionals

A monthly marketing invoice combines an agreed retainer with additional campaign production. Keep management fees distinct from any ad spend so the client understands what was paid to you and what was paid to a platform.

1. 1

   Name the month and campaign

   Start with the marketing template and specify the covered period. Match service descriptions to the agreed deliverables rather than promising campaign results on the invoice.

2. 2

   Separate the retainer from extras

   Use saved services for recurring management fees and add approved production or consulting work separately. Check whether ad spend was paid by the client directly before including it.

3. 3

   Review before repeating

   Recurring invoices can suit a stable monthly retainer. Review the scope, start date and optional extras before enabling a schedule, and track unpaid issued invoices through Chasing.

Preselected, never automatically applied. Enter your own prices and review the client, dates and tax settings.

Before you invoice: Do not rebill client-paid ad spend or imply a guaranteed return on marketing activity. Template notes should identify the work, not disclose campaign credentials.