Free marketing agency invoice and estimate templatesMake the value of
every campaign clear.

Yes. Add your agency's logo and details, rename the lines, set your own rates and totals in USD, and write your own terms. Nothing is locked, and the tools run in the browser with no signup to make and download a document.

They are written U.S. first: dollar amounts, U.S. addresses and payment methods such as ACH, card, Venmo and Cash App. You can still change the currency wording and the tax line for work billed elsewhere.

Yes. Unless you turn on Pay now with your own Stripe account, InvoiceTools does not process payments. You add your own payment link, such as PayPal, a Stripe link, Wise, Venmo, Cash App or your bank details, and the client pays you directly.

No. Tracking is optional. You can download a PDF and send it yourself; if you choose a tracked link instead, you can see when the client opened it and mark it as paid.

Yes. Upload your logo, set your agency details, and write payment terms, a deposit note or a kill fee clause in the notes so the commercial side of the campaign is agreed in writing.

Your agency details and the client, an invoice number and dates, then a line for each part of the engagement: strategy, creative, production, media management and project coordination, with the amount for each. Close with the total in USD and your payment terms.

Yes. Start with the estimate first, with the same lines you plan to bill, so the client approves the scope before the work starts. When it is approved, open the same lines as an invoice.

Yes. Put a project fee on its own line and a monthly retainer on another, with the month named, so the client can see what is a one-time campaign cost and what recurs.

Show the retainer for the month, any project fees such as strategy or creative, and the ad spend as a pass-through line, never blended into your fee. Name the deliverables and the reporting period so the invoice matches the contract and the monthly report. Larger clients will also want their purchase order number and the right billing contact on it.

It depends on how many channels and audiences the plan covers, how much research and competitor review it needs, whether it includes messaging and a media plan, the size of the client, and whether you expect to run the campaign afterward. The generator opens that line at $1,200.00 so the invoice is not blank; replace it with your own fee.

Put ad spend on its own line at cost, marked as pass-through, with the retainer and any production above it. Mixing the two makes your fee look like a multiple of what it is and makes the invoice impossible to check against the platform's billing. If the client pays the platform directly, leave spend off the invoice and show it in the report instead.

Many agencies bill at the start of the month for that month's work, so you are not financing a client's campaign. If you front ad spend on your own card, bill it in advance or ask the client to add their own payment method to the ad account, so a slow payer never leaves you owing the platform. A recurring invoice handles the monthly fee.

Your contract is the leverage, so spell out that work pauses after a set number of days overdue and that ownership of creative passes on payment. Pause campaigns billed to your own card, keep the client's ad accounts and pages accessible to them, and send a statement of the balance. Holding a client's accounts hostage tends to end in a worse dispute.

In many states marketing, advertising and consulting services are not taxed, but some states tax some of them, and printed materials or physical promotional products often are. Digital products and software you resell may also be taxable depending on the state. Keep printed and physical items on their own lines so tax applies to them alone, and check your state.

Show the ad spend for the period, the percentage in your contract, and the resulting fee as its own line, so the client can check the arithmetic. Some agreements add a minimum monthly fee so a low-spend month still covers your time; if yours does, say which applied. Bill it after the month closes, once the platforms' figures are final.

Yes. It is a marketing agency invoice template that handles a monthly retainer, project work and pass-through media spend on the same document without confusing the three.