Marketing Agency Invoicing Software
Monthly retainer auto-invoices. Project fees + change orders auto-generate at milestone completion. All with Pay Now link for fast payment.
7 days free · No credit card · Built in Florida
Invoice
INV-00142
Issued recently
Bill to
Sarah Johnson
123 Oak Street, Orlando FL 32801
Labor. 2.5 hours @ $95/hr
Parts. Replacement components
Service call · diagnostic
Real Smarfle UI · Live data from your marketing agency CRM
Why generic invoicing software fails marketing agency owners
Generic invoicing tools weren’t built for marketing agency. Smarfle was.
Generic invoicing software
What everyone else gives you
- Retainer + ad spend mixed on one invoice line = confusion
- Project change-orders absorbed without separate invoicing
- Reporting + deliverables not on invoice = unclear value to client
Smarfle for Marketing Agency
Built for your actual workflow
- Each as separate line item with description for pass-through clarity
- Generate change order as separate invoice tagged to parent project
- Each project's deliverables list itemized on invoice for transparency
How marketing agency invoicing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Tech marks the {industry} job complete
Mobile WO logs billable hours, parts used, photos, signatures. Done.
- 2
Invoice pre-fills from the work order
One click pulls in services, hours, parts, expenses. Owner reviews + hits Send.
- 3
Customer gets email + SMS + Pay Now link
Branded invoice PDF attached. Customer pays with card or ACH in 30 seconds.
- 4
Smarfle auto-marks paid + sends receipt
Stripe webhook flips the invoice to Paid the moment payment lands. Receipt fires automatically.
- 5
Overdue invoices auto-chase
Past-due invoices flip to Overdue on cron. Workflow automation can fire reminder emails + SMS on Day 7, 14, 30.
Where marketing agency invoicing breaks down
The friction every marketing agency owner recognizes.
Retainer + ad spend confused on one invoice
Customer wants to see retainer + ad spend pass-through clearly. Without separate line items, the invoice is unclear.
Project change-orders not invoiced separately
Mid-project change order should be a separate invoice. Without change-order workflow, the change gets lost or under-billed.
Reporting + deliverables not on invoice
Customer wants to see the deliverables they're paying for. Itemized invoice with deliverables makes value clear.
From job-done to paid in 7 days, not 30
One-click invoice from completed WO + Pay Now link + auto-reminders shrinks the AR cycle from 30+ days to 7-10 days. Cashflow improves dramatically.
7-10d
AR cycle
30 sec
Invoice creation time
60-70%
Overdue rate drop
Based on typical marketing agency operations. Your numbers may vary.
Features powering marketing agency invoicing
Each one a deep-dive in its own right.
One-click invoice from work order
Mark a job complete and Smarfle pre-fills the invoice with the service, billable hours, parts used, and any expenses logged. You review, hit Send, customer gets it in 30 seconds.
Learn moreEmail + SMS + PDF send
Invoice goes to the client via email (with PDF attached + a Pay Now link) and optionally SMS. Owner sees Sent / Viewed / Paid status updates as the client interacts.
Learn moreEmbedded payment link
Every invoice ships with a Stripe-hosted Pay Now button. Client clicks, enters card or bank, payment lands in your account. CRM auto-marks the invoice paid, sends a receipt.
Learn moreAging report (0-30 / 30-60 / 60+)
See exactly which clients owe what, how long it's been overdue, total outstanding. Filter by client, sort by amount or age. Bulk-send reminders from the same screen.
Learn moreMarketing Agency Invoicing Software CRM questions
Other marketing agency tools
Smarfle ships invoicing software alongside the rest of your CRM.
Invoicing Software for other industries
Same invoicing engine, tuned for each vertical.
Try Marketing Agency Invoicing Software free
7 days to test the full platform with your real marketing agency workflow. No credit card.
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