01
Mirror the approved scope
Use line-item names that match the proposal, purchase order, or retainer schedule the client already recognizes.
Agency billing
Make complex project billing easy for a client to approve.
Agency invoices often reach procurement teams that were not in every project conversation. A useful document mirrors the statement of work, groups costs consistently, and makes pass-through expenses visible instead of burying them in a single total.
What a good invoice does
Built for agencies, not a generic spreadsheet.
Give account teams and client finance contacts one unambiguous record of the billing period.
02
Expose third-party costs
Separate production, media, talent, hosting, or travel from agency fees when the commercial agreement requires it.
03
Keep currencies explicit
Issue each document in one currency and label it clearly for cross-border clients and finance teams.
Four-step workflow
From finished work to sendable PDF.
- 01Confirm the client entity, billing contact, and purchase-order reference.
- 02Translate the approved scope or retainer period into concise line items.
- 03Add approved expenses, discounts, and the correct tax treatment.
- 04Include payment instructions and export a review-ready PDF.
Common questions
Before you send.
Can an agency invoice contain several tax rates?
Yes. The generator supports a tax rate for each line, which is useful when different categories receive different treatment.
Should media spend be combined with agency fees?
Follow the signed agreement and the client’s procurement rules. Separate lines often make reconciliation clearer, but they do not change the underlying legal or tax treatment.
Can my team save clients and invoice history?
Paid workspace plans add saved invoices and clients. Team roles remain marked setup-required until that collaboration integration is enabled.