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What to include
- Client name, your business details and the billing month
- The package or services, such as 12 posts, community management and reporting
- Content creation or design work, if billed separately
- Ad management fee and ad spend as two separate lines
- Software or scheduling tool costs passed through to the client
- The contract period and the payment due date
Tips
- Never mix ad spend into your management fee. Show them as separate lines.
- Attach or link a short monthly report so the client sees what they paid for.
- State your cancellation notice period in your agreement and keep it consistent on invoices.
Keep your fee and ad spend separate
The most common billing mistake in social media management is blending management fees with ad budgets. Show your fee as one line and ad spend as another, billed at cost. If the client pays the ad platform directly, only invoice your fee.
Keep platform receipts for any spend you bill. They protect you if the client questions the number.
What to include in a monthly package
- Number of posts per platform and the platforms covered.
- Community management, such as replying to comments and messages.
- Content creation, graphics or short video, if included.
- A monthly report with the key numbers.
- Revision limits and approval turnaround times.
Keeping retainers healthy
Retainers work best when scope is clear. Spell out what is and is not included, how extra work is priced, and the notice period for ending the agreement. Send each invoice on the same day each month and attach or link the report so the value is visible.
Questions
Should I charge for ad spend on my invoice?
If you pay for ads on the client's behalf, bill the exact amount as a separate line and keep the platform receipts. If the client pays the platform directly, only bill your management fee.
How do I price a retainer?
Many managers price by the package: number of posts, platforms, and reporting. Spell out what is included and what costs extra.
More invoice templates
Related guides
This template is general information. Requirements for invoices vary by place and industry, so check local rules or ask an accountant.