Retainers, projects and ad spend

Marketing agency invoicing software

Marketing agency invoicing software for the work around the retainer. A website launch fee, the hours your specialists logged past the monthly scope and the ad spend you fronted are invoiced on the campaign, while the retainer itself bills every month on its own.

A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.

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Natalia, Pink Upholstery Cleaning
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
Natalia, owner of Pink Upholstery Cleaning, Orlando, FL

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Agency invoice example

A campaign's launch month, with hours past scope and ad spend the agency paid.

Smarfle · Agency invoice

Invoice

MA-0466

Net 15

Sent · awaiting payment

Bill to

Riverbend Orthodontics

Attn. practice manager · Altamonte Springs FL 32701

Landing page build, spring promo

1

$2,400.00

Hours over retainer scope

7 hrs

$875.00

Paid social ad spend, rebilled

1

$1,800.00
Total due$5,075.00
Emailed with the month's reportPay now

Example with sample data

Free invoice template

Project fees on the campaign

A launch, a rebrand or a video shoot is quoted on a signed estimate and invoiced from the campaign, separate from the retainer that keeps running.

Invoicing

Hours past the scope

Specialists log their hours on each campaign. When the month runs over, invoice the campaign and the extra hours arrive as lines you can trim or keep.

Time tracking

Ad spend rebilled

Spend you paid on the agency card is logged on the campaign as an expense and billed back as a line, so a $1,800 boost never disappears into overhead.

Job expenses

Retainers bill themselves

The monthly retainer is a self-serve subscription in your client portal, so project invoices and the retainer never get mixed on one bill.

Recurring plans

Inside the agency invoicing software

What it does

  • Project fees per campaignFrom a signed estimate
  • Overage hours to invoice linesFrom logged time
  • Ad spend billed backFrom campaign expenses
  • Monthly retainersSubscribed in your portal

What it doesn't do

  • Ad platform spend importLog the spend yourself
  • White-label client accountsOne account per agency
  • Percentage of ad spend feesEnter the fee amount
  • Utilization reportsHours per person only

Smarfle vs GoHighLevel for agencies

SmarfleGoHighLevel
Entry planSolo $19, 1 userAgency-oriented, sub-accounts
Mid planStarter $99, 5 usersAgency-oriented, white-label
White-label accounts for agencies No Yes
Marketing funnels and campaign automation Limited Yes
Self-serve signup with no sales call Yes Yes

Agency invoicing pricing

Campaign invoices, time tracking and recurring retainers are on every plan; ten specialists fit on Professional.

Solo

Sole operators getting started

$19/mo

  • 1 user
  • Up to 500 clients
Start Free Trial

Starter

Small teams adding tools and growth

$99/mo

  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
Start Free Trial

Most Popular

Professional

Growing service businesses

$199/mo

  • Up to 10 users
  • Up to 5,000 clients
Start Free Trial

Business

Multi-location operations

$349/mo

  • Up to 30 users
  • Up to 10,000 clients
Start Free Trial

SMS, email, AI, and voice are billed pay-as-you-go. See every plan and usage rate →

What agencies ask about ad spend invoices

Is there invoicing software for small marketing agencies?

Yes. Project fees, hours and ad spend bill from each campaign, and retainers recur on their own.

Can I bill hours over the retainer?

Yes. Log them on the campaign, and invoicing it brings them in as lines.

Can I rebill ad spend?

Yes. Log the spend on the campaign and bill it back on the next invoice.

Can I charge a percentage of ad spend?

No. Calculate the fee yourself and enter it as one line.

Does it import spend from Google or Meta?

No. Enter the amount from the ad platform's billing page.

Is there a white-label version for my clients?

No. Smarfle runs your agency; it is not resold to clients under your brand.

Can retainer clients pay by card automatically?

Yes. After they activate the retainer from their login, the card is charged every month.

Can several campaigns go on one invoice?

Yes. Pick the client's campaigns on one invoice, and their lines fill in.

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