Professional services
Invoices and Receipts for Marketing Agencies
Marketing agencies juggle monthly retainers, one-off campaign projects and pass-through costs like ad spend and stock media. Receipt Caker gives you a fast browser tool to itemize all of it on a professional invoice with a live preview and automatic totals. When a client pays, you build a matching receipt the same way.
- How do marketing agencies invoice with Receipt Caker?
- Receipt Caker is a free browser tool for building marketing agency invoices and receipts. You add lines for a monthly retainer, project fees, and pass-through costs such as ad spend, then enter the amounts. Subtotal, tax and total update automatically in the live preview. Add your agency details and payment terms, then export a PNG for free or a watermark-free PDF with your logo on the Pro plan.
Documents marketing agencies issue
Charges a fixed monthly retainer for ongoing marketing services, with the period noted.
Bills a defined campaign or deliverable, often split across agreed milestones.
Passes through media budget or platform costs paid on the client's behalf.
Confirms a client payment, recording the amount, date and services settled.
Why marketing agencies use Receipt Caker
- Combine retainers, project fees and ad spend on a single invoice.
- Tax and totals recalculate automatically as you add line items.
- Brand every document with your agency logo on the Pro plan.
- No signup, and client figures render privately in your browser.
- Export a free PNG or a watermark-free PDF to email to clients.
How the billing workflow works
- 1
List services and costs
Add lines for the retainer, project work and any ad spend or media recharged.
- 2
Enter amounts and tax
Set fixed fees or quantities and rates and a tax rate; totals update in the preview.
- 3
Add the header
Fill in your agency name, the client, invoice number, dates and payment terms.
- 4
Export and send
Download a PNG free or a PDF on Pro, then send the invoice to the client yourself.
Retainer plus project on one document
Agency billing usually blends a predictable monthly retainer with variable project work. In a given month a client might owe the standing retainer, a fee for a new landing page, and the media budget you spent running their ads. Receipt Caker lets you put all three on one invoice, each as its own line, so the client sees a complete picture rather than a stack of separate bills.
The live preview and automatic totals mean the figure at the bottom always reflects the lines above. If a project milestone completes mid-month, you add the line and the total updates instantly.
Passing through ad spend cleanly
Recharging media budget is a common source of confusion on agency invoices. Listing ad spend as a clearly labelled line item, separate from your service fees, makes it obvious what is your work and what is a cost paid on the client's behalf.
Because you write the descriptions, you can spell out the platform or campaign the spend relates to, which cuts down on questions and speeds up approval.
Presentation that reflects the brand you sell
Agencies sell polish, so a scrappy invoice undercuts the pitch. A consistent, well-laid-out document reinforces that you sweat the details, which is reassuring to a client paying for creative and strategic work.
On the Pro plan you add your own logo and export a watermark-free PDF, so the invoice carries your brand. Everything renders in the browser, and Receipt Caker simply produces the document; you send it and follow up yourself.