Invoice template for small agencies.
Run several clients and projects from one place, each with its own letterhead, numbering and currency.
What to include
What goes on small agencies’ invoices
- The project or retainer and the period it covers
- Strategy, production and management as separate lines
- Pass-through costs such as media or freelancers at cost
- Purchase order numbers if the client requires them
- Payment terms that match your contract
Wizard Invoice asks for these one question at a time, fills in your logo, colour and payment details on its own, and sends the result by WhatsApp, email, PDF or a link.
FA
Fable and Co.
Invoice
No. INV-0017
Billed to
Daniel Cho
Orbit Fitness
DescriptionQtyRateAmount
Campaign concept and strategy1$3,500.00$3,500.00
Creative production, 12 assets12$280.00$3,360.00
Account management, 1 month1$800.00$800.00
Subtotal$7,660.00
Total$7,660.00
Notes
Net 30. Thank you, we enjoyed building this with you.
Payment details
Bank transfer details go here, filled in once from your brand.
Thank you for your business.
Get paid sooner
Three habits that help small agencies get paid.
01
One folder per client
Give each client its own brand folder with its own numbering, currency and payment details, so invoices never get mixed up.
02
Separate your fee from pass-through costs
Media spend and subcontractors at cost, shown plainly, keep your own margin and the client’s trust clear.
03
Follow up without the awkwardness
A friendly, pre-written reminder a few days before and after the due date keeps accounts moving without a hard conversation.
Questions
Common questions.
Other kinds of work
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