Marketing invoice template
It takes strategy, creativity, and extensive knowledge of the current environment and upcoming trends to be a successful marketer. You have a lot on your plate, so why not get rid of some of your burdensome administrative tasks, like invoicing? We have a variety of beautifully designed invoice templates ready for you to use in Word, Excel, PDF, Google Docs, and Google Sheets that will help take away the paperwork so you can spend your time on what you do best – attracting consumers and increasing market share.
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Marketing business
Don’t waste your creative energy designing an invoice. Use it for developing amazing marketing strategies instead. This free template can be customized to meet all your invoicing needs for clients in any industry.
Advertising
Download, customize, and send this invoice to your advertising clients. Add or subtract lines to include all the details for print, television, or digital ad campaigns. Give your invoices the same impact as the advertising you create!
Media relations
You are an expert at attracting positive media attention for companies and organizations – but that doesn’t mean you are an invoicing expert as well! Make invoicing for your work a snap with this easy-to-use, elegant invoice template.
Public relations
You keep crises under control and make sure your clients are always portrayed in a good light. Get paid promptly and properly for your expert advice and PR strategies with this polished and professional invoice template.
Digital marketing
Competing for eyeballs in an online world where people’s attention spans are getting smaller and smaller is no easy task. This invoice template details all your hard work so you are properly compensated for your digital marketing know-how.
Alternatives to using marketing invoice templates
Make your marketing business a success by finding out more about what Wave can offer you. Save time and take even more work off your hands by trying our free automated invoicing and accounting.
Why marketing professionals should send great invoices
As a marketing professional, invoicing can be complicated. You could be providing anything from product pricing based on supply and demand, to advertising and promotional strategies to grow market share. It gets even more complicated as you might be working with web developers and web designers.
You need an invoice that accurately reflects the scope of all you do, but is still clear and simple enough for your clients to understand the specialized skill and expertise you put into marketing their products or services.
And since you work so hard to create the right image for your clients, make sure your invoice creates the right image for you. A well-designed, professional invoice reinforces your expertise and sterling reputation.
Once you've downloaded your free invoice template, you'll need to customize it to fit your specific business. Here are the 10 key things to include on your invoice:
- Title and Description: Name the project and briefly describe what type of work your client is being invoiced for.
- Company Details: Add your company name, address, phone number, and logo to the top-right corner.
- Customer Details: Under "Bill To", add your customer's name, address, and contact information.
- Invoice Number: Include a unique invoice number to help you track down this invoice in the future. You can format this based on sequence and customer. For example, if you're sending your very first customer their first invoice, the invoice number could be 001-001.
- Dates: Include the date when your invoice has been issued and the date when payment is due.
- Line Item: Add individual line items for each unique good or service you provided. For each line item, include a brief description, quantity, individual unit price, and total price.
- Subtotal: Add up the subtotal of your goods or services, before tax has been applied.
- Tax: Indicate the tax rate applied to the subtotal. This is legally required to provide on invoices, and your rate may differ depending on where you run your business.
- Total: Outline the total amount due from the customer, after tax.
- Notes: Include any additional info your customer should know, including terms of service and payment terms (for example, payments are due 30 days after the invoice has been issued).
What should be included on an invoice for marketing professionals
Make sure you are paid properly for your marketing expertise by using an invoice that stands out and grabs attention – just like your work. Follow these quick steps.
- Look through our wide variety of invoice templates in different designs and colors, and pick the one you like in the format you use – Word, Excel, PDF, Google Docs, or Google Sheets
- Download the invoice template. It’s easy to do – and it’s free!
- Add your business name and contact information. Make sure you include an email address to make it easy for your customers to contact you for repeat business
- Insert your beautifully-designed logo and any other great marketing graphics – after all, your invoice is a chance to market your own services!
- Insert your client’s name and contact information
- Create a unique invoice number and add it to the template
- Add the date of the invoice and the payment due date
- List the services you’ve provided, and a description of each. Be as specific as possible. For example, instead of writing “Social Media” – write something more detailed, like “Developed and executed a two-week Instagram and Twitter campaign to promote the new fall fashion line.”
- List the prices for your services based on an hourly or flat rate
- Add lines for additional information, such as measured performance results. Remind your clients how effective your work was by customizing the invoice format to include all the details
- If you are including a discount for a loyal, repeat customer, add a line highlighting the discount so your client knows they are getting a wonderful deal for your expert marketing services
- Calculate the total price of the project, including applicable tax, and list the total at the bottom of the invoice
- Include your payment terms, including the methods of payment you accept
- Always add a line to thank your client, and if you wish, include a personal note about an interesting aspect of the marketing project, or how much you enjoyed working with them
- Save the invoice – then send it off to your client!
When is the right time to send an invoice to your marketing clients?
Usually marketing projects take time. You need to keep revenue coming in, so if the project is going to take several weeks, or even months – you have options. You can ask for a percentage of the estimated cost up front, with the remainder on completion, or you could send in regular monthly invoices.
It’s also a good idea to send a proforma invoice before you start work so your client understands exactly what you will be providing, along with any important deadlines or measurable goals.
Quick invoicing tips for marketing professionals
Keep in touch
Add a little promotion
Send your invoice to your contact person
Send a proforma invoice before you start working
Free Invoice Template vs. Wave Invoicing Software
