Billing Software for Marketing Agency

Marketing Agency Billing Software

Monthly retainers + project fees + ad-spend management — agency billing covers all three. Recurring auto-charge keeps retainer cashflow steady.

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Smarfle CRM - Marketing Agency Dashboard
Active Campaigns

24

Deliverables Due This Week

18

Monthly Retainer Revenue

$42,000

Team Utilization

78%

Recent Jobs

Bloom Botanicals

Social Media Campaign

In Progress

TechVault SaaS

PPC Management

Awaiting Approval

Cedar Valley Realty

Brand Identity Redesign

Completed

Northwind Logistics

Content Strategy Retainer

Monthly Review

Where marketing agency billing breaks down

The day-to-day friction every marketing agency owner recognizes.

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Monthly retainers billed manually = late

Manual monthly invoicing slips on busy weeks. Recurring auto-charge eliminates the chase.

✕

Project fees + change-orders not invoiced separately

Big project = deposit + milestones + change orders. Without project tracking + change-order invoicing, you under-bill or over-promise.

✕

Ad-spend pass-through invoicing manual

Client owes ad spend reimbursement monthly — without auto-billing, AR drags.

How Smarfle handles marketing agency billing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Recurring billing on auto-pilot

Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.

Save card on file

Stripe Customer + saved payment method per client. After their first payment, future charges run off-session — no link to click, no card to re-enter.

Auto-charge saved cards

Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.

Stripe Connect (your account, not ours)

Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).

Automated overdue reminders

Smarfle auto-marks invoices overdue past due date and sends email reminders to the client. Workflow automation can fire SMS reminders too.

Learn more: Recurring billing on auto-pilot · Save card on file · Auto-charge saved cards
Top feature for marketing agency

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Monthly retainers + project fees + ad-spend management — agency billing covers all three. Recurring auto-charge keeps retainer cashflow steady.

Retainer TrackingCampaign ManagementClient ApprovalsTeam Capacity

Other tools marketing agency owners need

Smarfle is one CRM that ships billing software alongside everything else you run.

Marketing Agency CRM

The full CRM with everything else.

See it all

Marketing Agency Scheduling Software

Built into the same marketing agency CRM.

Explore

Marketing Agency Invoicing Software

Built into the same marketing agency CRM.

Explore

Plans that grow with your marketing agency business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Marketing Agency Billing Software CRM questions

Create a service in Smarfle marked 'recurring' with an interval (weekly/monthly/quarterly/annually). When a client signs up via the portal or you generate the first invoice, Smarfle creates a Stripe Subscription on your connected Stripe account. Stripe bills the saved card automatically every cycle. Each successful charge auto-creates a paid invoice in your CRM.
Money goes straight to your Stripe account, not ours. We use Stripe Connect Express — Stripe holds the funds, transfers to your bank on your payout schedule. Smarfle never touches the money. You see the deposit in your bank within 2 business days (Standard payout) or instant (Stripe Instant Payout, fee applies).
Stripe automatically retries failed cards 3-4 times over a week. If all retries fail, Smarfle marks the subscription Past Due and emails the client a Stripe-hosted update-card link. Owner gets a notification too. The recurring invoice stays unpaid until the client fixes the card.
Monthly recurring service. Card saves first month, auto-charge handles future months.
Yes. Each milestone is a separate invoice tagged to project. Saved card auto-charges with one click.
Add ad-spend as a separate line item on the monthly retainer invoice (or its own invoice). Auto-charge against client's saved card.

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