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.
24
18
$42,000
78%
Bloom Botanicals
Social Media Campaign
TechVault SaaS
PPC Management
Cedar Valley Realty
Brand Identity Redesign
Northwind Logistics
Content Strategy Retainer
Where marketing agency invoicing breaks down
The day-to-day 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.
How Smarfle handles marketing agency invoicing
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
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.
Email + 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.
Embedded 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.
Aging 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.
Per-org invoice prefix + branded PDF
Invoices read 'RATHLY-00007' instead of generic 'INV-00007'. PDFs include your logo, address, payment terms, and notes. Numbers are sequential — no duplicates.
One-click invoice from work order. Stripe payment links built in. Aging report + auto-send reminders.
Monthly retainer auto-invoices. Project fees + change orders auto-generate at milestone completion. All with Pay Now link for fast payment.
Other tools marketing agency owners need
Smarfle is one CRM that ships invoicing software alongside everything else you run.
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
- 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)
Professional
Growing service businesses
- 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)
Business
Multi-location operations
- 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)
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
Marketing Agency Invoicing Software CRM questions
Ready to run your marketing agency business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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