Invoice Reminder Generator
The right reminder for how late it is, from a courtesy note to a final notice.
Marketing Invoice Generator
Separate agency fees from pass-through media spend on one marketing invoice.
Your invoice
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Exactly what printsQuick Tool Overview
The Marketing Invoice Generator keeps agency fees and pass-through media spend visibly apart, shows the management fee as its own percentage line rather than an invisible markup, and ties the invoice to a named campaign and period.
- What it does
- Builds an agency invoice with media spend
- You give it
- Fees, media spend and the campaign period
- You get back
- An invoice that separates fee from spend
- Best for
- Marketing agencies and media buyers
About the Marketing Invoice Generator
The thing that goes wrong on a marketing invoice is the media spend. An agency that bills £20,000 of ad spend and £3,000 of fees on one undifferentiated invoice looks four times more expensive than it is, and a client who cannot see the split will eventually ask to buy media directly.
This builder keeps them apart. Agency fees — strategy, creative, management, reporting — go in as billable lines. Pass-through spend goes in as its own clearly labelled lines at cost, with the platform named. Where you charge a management percentage on media, it becomes a visible line rather than an invisible markup, which is the arrangement clients trust.
The campaign name and period go in the header, so an invoice can be matched to a plan and a result. Retainer and project work sit together on the same document, each labelled.
Key features of the Marketing Invoice Generator
Fees and spend separated
So an agency is not judged on a number four times its fee.
Management fee visible
Its own percentage line, which is the arrangement clients trust.
Campaign and period named
The invoice ties to a plan and a report.
Platforms named
Pass-through spend listed by platform at cost.
Retainer and project together
Both on one document, each clearly labelled.
How to use the Marketing Invoice Generator
-
1
Name the campaign and period
In the header, so the invoice ties to a plan and a report.
-
2
Separate fees from media
Agency time on billable lines, ad spend on clearly labelled pass-through lines.
-
3
Show the management fee
As its own percentage line, not as a markup buried in the spend.
-
4
Attach the numbers
Reference the report, so the spend can be checked against the platform.
-
5
Label retainer and project work
Both can sit on one invoice as long as each is named.
Frequently asked questions
It can be, as long as it is clearly labelled as pass-through and shown at cost with the management fee separate. The alternative — the client paying platforms directly — removes the question entirely and is increasingly common.
Commonly 10 to 20 per cent of spend, or a flat monthly fee for larger accounts. Whichever it is, showing it as its own line is what keeps the relationship comfortable.
It depends whether you are acting as principal or agent. As principal you buy the media and re-supply it, charging tax on the whole amount. As a disclosed agent, the platform’s invoice is to the client and you charge tax only on your fee. Get this one checked — it is the commonest tax error in agency billing.
They can be, if each is labelled with its own period or reference. What causes trouble is a single total that mixes committed monthly work with one-off work, because the client cannot see what recurs.
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