An advertising agency invoice is used by any online or paper marketing firm when billing their clients. Depending on the agency, they may work for an hourly fee or, more commonly, a percentage (%) of the total advertising budget. Most internet marketing firms that advertise with Google Search (Google Ads), YouTube, and Bing (Microsoft Ads), will require a percentage of the total advertising budget, typically 6 to 10%.
Step 1 – Save The Advertising Agency Invoice As A PDF Document Or Word File
Obtain the invoice template on this page to bill Advertising Clients with a PDF or Word document by picking either the “Adobe PDF” or “Microsoft Word (.docx)” links displayed or the buttons near the template preview image.
Step 2 – Open This Template Then Identify The Advertising Agency
After accessing the paperwork, you saved, open the file then click on the words “Company Name” in the text box. Delete this wording then substitute it with the Advertising Agency’s legal identity. Keep in mind this should be the full name, including status indicators such as “corp.,” of the entity behind this invoice. The Advertising Employee handling the payment request must be identified with the Agency’s full mailing address. Underneath the “Company Name,” the “Name” line is reserved for this Party’s identity. Next, make a display of the Advertising Agency’s mailing address. The line designated with the “Street Address” label and the one bearing the “City, State, Country” label is reserved for this information. The postal code for this address (labeled “ZIP Code”) is the next required item. Produce it as required. Finally, deliver the telephone number and the email address needed to contact the Advertising Agency on the next two blank lines carrying the labels “Phone” and “E-Mail” respectively.
Step 3 – Classify This Paperwork Correctly For The Client
The manner in which the Advertising Agency’s and Client’s filing systems used to identify this document as an invoice must be the same. Deliver the “Invoice #” to the line requesting it in the dividing bar to accomplish this. A specific calendar “Date” should be named as the first day when the request being submitted to the Client is first active. Produce this “Date” on the next line in this dividing bar.
Step 4 – Name The Advertising Client
The Client who has commissioned the advertising efforts requiring payment must be targeted as the Payer in the “Bill To” section. The blank line “Name” is reserved for this task, thus, enter it accordingly. The “Street Address” and “City, State, Country” labels will seek your report on the Advertising Client’s billing address while the “Zip Code” line will need your submission of this address’ postal code.
Step 5 – Deliver A Description Of The Advertising Services Provided
The report defining what is owed for advertising can be handled easily by using a brief table. The “Description” box of the table displayed will accept your definition of the services provided, the contract carrying payment obligations, or the shifts worked. Produce this documentation as requested.
Step 6 – Give A Breakdown Of The Advertising Total
A second table column, “Amount,” is placed adjacent to your “Description” so you may attach the base cost (visually) to the advertising services provided. Record this as the dollar amount expected before any taxes are considered. The “Subtotal” box of this table will work as a summarization of the amounts reported. Add all amounts to one value then record this sum as a dollar value in “Subtotal.” Calculate all taxes owed for the “Subtotal” above as required by the local government then document this figure in the “Tax/VAT” box. The advertising “Total” needed for the services above will be a combination of the “Subtotal” and “Tax/VAT” values. Add them together then fill in the result from the “Total.”
Step 7 – Declare The Grace Period Allowed To Pay On Time
The sentence beginning with the “Payment Is Due Within…” term requires your definition of the longest period of time the Advertising Agency will wait for payment before engaging in collection efforts. The blank line after these words requires the amount of days produced as its contents to deliver this information to the Client.
Step 8 – You May Continue Discussing The Advertising Bill Or Job If Desired
The invoice may continue with content further defining the advertising services, necessary attachments, or instructions regarding the expected payment. If this is needed to complete this document, then use the blank lines immediately following the “Comments Or Special Instructions” marker.
Step 1 – Save Then Open The Advertising Invoice Template As An Excel Spreadsheet
The “Microsoft Excel (.xlsx)” link is set to access the Excel template needed to invoice Advertising Clients. Select then download this file using this link or the “Excel” button on this page.
Step 2 – Name The Advertising Agency Requiring Payment
The Advertising Agency issuing this paperwork should be presented with its logo or trademark image and its formal business name. Therefore, upload the Advertising Agency’s image file to cell A1 and fill in cell A2 with the Advertising Agency’s “Company Name” Cell A3 calls for the “Name” of the Invoice Preparer or Advertising Agency Employee responsible for this paperwork. It should be noted, this is the Party the Advertising Client will contact regarding this paperwork if necessary. The next three fields down column A (cells A4 through A6) hold address labels meant to guide your report of the Advertising Agency’s “Street Address,” “City, State, Country,” and “Zip Code.” Cell A7 and A8 define themselves with the labels “E-Mail” and “Phone” respectively. Replace each of these with the Advertising Agency’s email and customer service line.
Step 3 – Classify This Spreadsheet Production As An Invoice
The next part of the Advertising Agency’s header we will focus on is located across the page in cell F4. This field expects the definition given to this document to be input in the form of an “Invoice #.” This number will aid classifying this paperwork as well as act as an easy method of reference.
The Advertising Agency’s invoice “Date” will also need to be produced here. Seek out cell H4 (displaying the current “Date”). You may use its default contents as the invoice “Date” for this document or edit them accordingly.
Step 4 – Deliver The Advertising Client’s Name And Billing Details
Cell A11 in this invoice will seek out the identity of the Paying Client assigned to this request for payment. The “Name” of this Client should be produced in this cell before producing this Entity’s mailing address. Replace the content labels of cell A12, cell A13, and cell A14 with the “Street Address,” “City, State, Country” and “ZIP Code.
Step 5 – Use The Invoice Table To Define The Advertising Bill
Cell A17 is the first cell of an invoice table set as the Advertising Agency’s payment request. Use this part of the table to document the contract defining the service and payment, the times worked, and/or the actions taken by the Advertising Agency for the Client. The second part of this table allows you to continue with a report on the Advertising Agency’s base costs for the reported contract, work, or advertising material commissioned by the Client. Price this base cost in cell H17.
Step 6 – Document The Advertising Costs Owed
Confirm the full advertising costs needed to cover the services above by adding all amounts together. Once you have reached this value, furnish it to cell H18. If any products (i.e. flyers, mailers, promotions) were produced for the Client by the Advertising Agency then a sales tax will need to be assessed. Some states will not impose this requirement however, this is standard practice in many. Conversely, some states will require a tax on some services while many do not. It will be up to the Advertising Agency behind this invoice to be aware of its locality’s requirements then produce the exact dollar amount that will be owed in taxes to cell H19 (“Tax/VAT).” The Advertising Agency should present an exact dollar value to the owed payment. This will be achieved by adding the Advertising Agency’s “Subtotal” for this invoice to the “Tax/VAT” that was calculated then reported. Once you reach this figure and confirm its accuracy, enter it in cell H20 (“Total”).
Step 7 – Declare The Official Grace Period For This Payment
This invoice will continue to a declaration or instructional statement that defines the grace period for the advertising costs required. Seek out the bracketed number or hashtag symbol in cell A21 then define this grace period as a determined number of “Days” by replacing this symbol with it.
Step 8 – The Spreadsheet Report Making Up This Invoice May Be Continued At-Will
The Advertising Agency’s definitions to this invoice may continue in the space after “Comments Or Special Instructions” in cell A22. This cell can be left blank or unedited if no further discussion is needed.