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Marketing invoice template

An invoice for freelance marketing: a monthly management fee, campaign work by the hour, and ad spend passed on at cost. Fill in your own and save it as a PDF.

Opens in the free invoice generator. No account, and nothing you type is sent anywhere.

Fig. 01 · The template, filled in with a made-up clientEdit these lines

What to put on it

Fees and ad spend kept apart
Money you spent on ads for the client is not your income. Put it on its own line, at cost, with the dates it covers.
The month a fee covers
A management fee names its month: “Social media management, November”.
What was delivered
The campaign, the report, the number of posts. A line the client can match to something they saw is a line they pay without asking.
The reporting period
If a report is part of the work, say which period it covers, since it usually lags the invoice by a month.

Retainer plus projects

Freelance marketers usually charge a monthly fee for ongoing work and bill one-off projects on top, by the hour or at a fixed price. One invoice can carry all three: the fee, the project hours and any fixed-price piece.

Who pays for the ads

It is simplest when the client’s own card is on the ad account. If you pay and are reimbursed, invoice the spend promptly and at cost, and keep the platform’s receipts in case the client asks for them.

Questions

More on writing invoices in the guides.

How do I invoice for social media management?

As a flat monthly fee on a line that names the month. List extra work, such as a campaign or a shoot, on separate lines under it, by the hour or at a fixed price.

How do I bill a client for ad spend?

As an expense on its own line, at the amount the platform charged, with the dates it covers. Keeping it apart from your fee shows the client which part is your work.

Should a marketing invoice include results?

No. The invoice lists the work and its cost. Send results in the report, and name the report on the invoice so the two can be matched.

Related templates

Beyond a template

Have the lines written from your notes.

A template still leaves the writing to you. With a free Sandglass account you paste the notes you kept, a time-tracker export or a git log, enter your hours and rate, and it drafts the dated lines. Then it emails the invoice and tracks whether it was paid.

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Free plan: 3 drafted invoices a month. No card.

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