Built for US marketing, design, and dev agencies. Bill monthly retainers, project milestones, and reimbursable pass-throughs on the same invoice — your CFO and your clients will both thank you.
| Description | Qty | Rate | Amount |
|---|---|---|---|
| Monthly retainer — strategy & creative | 1 | $8,500.00 | $8,500.00 |
| Milestone 2 — campaign launch | 1 | $12,000.00 | $12,000.00 |
| Media spend (pass-through, at cost) | 1 | $4,250.00 | $4,250.00 |
Recurring monthly retainers with auto-send on day 1
Milestone billing tied to project phases
Mark pass-through expenses as non-margin so reporting stays clean
Multi-user team access — account managers send, finance reviews
Use separate line items grouped under a single invoice. Influx Theory lets you tag each line as retainer, project, or pass-through so revenue recognition stays accurate.
Net-30 is standard for retainers; Net-15 or 50/50 is common for project work. Larger enterprise clients often push for Net-45 or Net-60 — set client-specific terms in Influx Theory to avoid surprises.
Most US agencies either pass media spend through at cost (transparent) or apply a fixed 10–15% management fee. Influx Theory supports both — just add the fee as a separate line.
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