Standardise a retainer template
Use a consistent line-item structure across all retainer clients ("Monthly retainer — [scope]") so your AR records are clean.
Run retainers and project work without paying for FreshBooks. Branded PDFs with your logo, multi-currency for international clients, and custom tax rules — generate as many invoices as your agency needs.
Use a consistent line-item structure across all retainer clients ("Monthly retainer — [scope]") so your AR records are clean.
List ad spend as a separate, non-margin line so the client sees exactly what they're paying media platforms vs. the agency.
Pick your brand hex code in the Accent picker, upload an SVG logo, and every invoice you send shares the same visual identity as your decks and case studies.
The generator below is configured for agencies. Replace the sample data with yours.