Create professional invoices online with free digital marketing invoice template

Save time and get paid faster with recurring invoices, and send automatic payment reminders to secure your cashflow. Taxes, Discounts, Shipping. Add taxes, discounts and shipping to single line items or invoice totals and lean back — invoicely does all the calculating for you. Make your brand stick out. Fully customize statements, logos. A digital invoice is usually a PDF or Word file that is sometimes a scanned paper invoice. A digital invoice is easy for a human to understand. An electronic invoice (or e-invoice) is a data file that is transferred between computers and not easy to understand for humans. A new, digital mode of Bill Delivery and Bill Management. BillFree simplifies everyone’s lives. With BillFree, you can save the delivery costs of the paper bills, and simply send digital bills to your customer’s mobile phone; Increase your customer’s delight by sending them digital copies of the invoices upon a purchase.

Faster & Simpler Invoicing for Digital Marketers

Spend more time marketing & branding businesses digitally and less time on billing. Use our free invoice template to get paid faster and free up your time to focus on what you really love: digital marketing.
You became a digital marketer because you’re passionate about digital innovation, growing business online, or helping businesses tell their story on social media. Not because you want to process invoices. Our free invoice template is here to shortcut the job of generating digital marketing invoices.

Digital Marketing Invoice Requirements

Template
✔ Unique invoice number
✔ A payment due date
✔ The total price for the project
✔ Your name, business name, and contact details
✔ The client’s business name and contact details
✔ Details of any discounts, on a separate line.
✔ The invoice date, which is the date when you send the invoice
✔ Payment methods you’ll accept, such as check, bank transfer, credit card, or other payment details.
✔ Extra payment terms, late payment fees, early payment discount, or check processing fees
✔ List of services provided. Each task on a separate line, such as “LinkedIn Ad Campaign” or “Website SEO audit” & add the quantity or the no. of hours, & the total cost for each task.

How to Invoice for Digital Marketing Services

Being a digital marketer means carrying out many different tasks, from making & running ads on multiple social media & search channels to optimizing website & social channels for sales & traffic. Your clients might not realize how much goes into your work, so make sure to break down your freelance services clearly so they understand what exactly they are paying for.

For example, you might have run an FB & Instagram ad campaign for an online merchandise store. The type of task would be “Facebook & Instagram Ad campaign Sept 2020,” and the tasks itself would “Designing content & video for an ad campaign” & “setting up a campaign on Facebook Ad Manager”, etc.

It’s a good idea to use a digital marketing invoice generator and create a list of your most commonly-used services, so you can copy and paste them into your invoice.

Which Digital Marketing Services Need an Invoice?

✔ Search Engine Optimization (SEO)
✔ Search Engine Marketing (SEM)
✔ Content & Email Marketing
✔ Display & Social Media Ads
✔ Social Media Marketing (SMM)
✔ Pay-per-click advertising (PPC)
✔ Google Adwords
✔ A/B Testing & Ad Design
✔ Copy-Writing
✔ Amazon Marketing
✔ Conversion Rate Optimization (CRO)
✔ Influencer Marketing

Why do You Need a Digital Marketing Invoice?

Create a digital invoice

If you’re working as a freelance digital marketer or a digital marketing agency, you won’t get paid unless you send an invoice. Other benefits include:

✔ Find income information when it’s time to file taxes.
✔ Keep track of the different services that you offer.
✔ Stay in control of your client accounts.
✔ Always know when payments are due or overdue.
✔ Make it simple to follow up on late payments.
✔ Monitor your digital marketing business’ growth.
✔ Keep book-keeping in-house for longer.
✔ Show tax authorities that you are organized and reliable.

When is the Right Time to send a Digital Marketing Invoice?

If you’re a freelance digital marketer or a digital marketing agency, your contract should include details about when the client needs to pay for your work. The best time to invoice depends on the project.

Types of digital marketing project

Best time to invoice

Long term recurring contractInvoice for payment every month
Small standalone projectRequest the entire payment at the end of the work
Large standalone projectAsk for part of your bill upfront, and either invoice for the rest when you’re finished or add another part-payment when you are half-way through.

Some companies have a fixed day of the month when they pay all their outstanding invoices, so send in your invoice a few days in advance.

Digital Marketing Invoicing Best Practices

Digital Marketing comes easy, but invoicing for digital marketing services leaves you stumped. Here’s a list of digital marketing invoicing best practices to make things easier:

✔Accept as many payment methods as possible, especially electronic transactions.
✔Include multiple ways for your client to contact you, in case they have a question.
✔Review your contract to check that you’ve fulfilled all the terms and that your invoice details match what you agreed with the client.
✔Use a free digital marketing invoice template to make your invoice look professional and easy to read.
✔List special costs like late fees, and taxes like sales tax, separately.
✔Keep a copy of every invoice for your own records, so that you can track when payment is due.
✔Follow up on client payment. Make sure to send reminders promptly if anyone misses a payment.

What Types of Invoices are there?

There’s more than one kind of invoice for digital marketing services, so choose the right kind for your situation.

Types of Invoices & Their Use-Cases

Standard invoice: Requesting payment at the end of a project. It’s the most common type of invoice.
Recurring invoice: Requesting payment for ongoing work, like Social Media Management on a monthly or bi-monthly basis
Time-based invoice: Invoicing for payment for hourly work, like TikTok marketing on an hourly basis, or hourly copywriting.
Prepayment invoice: Requesting payment in advance for a large project, like running a Google Adwords “PPC” campaign for a big product release.
Credit memo: Adding credit to your client’s account. For example, if your client accidentally overpays you, it can be easier to give them credit against their next invoice than to return the extra payment.
Debit invoice: Charging your client an extra fee, like a late payment fee.
Mixed invoice: Charging a combination of different fees, like a standard payment for email marketing as well as a late payment fee.

Nowadays documents are no longer being manually signed. With the advent of digital signatures, documents are being signed digitally and shared over the internet. A lot of eSignature providers are now available in the market and they provide an interface for sending and signing documents online and work with the appropriate Certificate Authorities to provide trusted digital certificates. Most of the invoices shared online are being digitally signed and hence in order to automate invoice validation or Purchase order matching, one has to verify the authenticity of these digital signatures.

For one of my recent Proof of Concept for a customer, the use case was to download all invoices from a portal and to validate the data extracted from the invoice with the contents in the Ariba screen. We used the SAP AI Business Service Document Information Extraction and SAP Intelligent Robotic Process Automation to automate this usecase. There are a lot of tutorials on how to download invoices and on how to extract text from pdfs or images using Document Information Extraction and SAP Intelligent Robotic Process. I have listed them under references.

As part of the usecase, the customer also wanted to check if the invoice contained any digital signatures. In order to do this, we could use any one of the several providers available in the market. For this PoC, we agreed to use DocuSign API.
The steps to follow to check if an invoice contains a digital signature using DocuSign API are shown below:
  • Check if the given invoice is a pdf or an image. If it is an image, we convert it into a pdf and proceed directly to data extraction as it won’t contain a digital signature. If the invoice is a pdf, we proceed to step 2.

The code to convert an image to pdf is:

Invoice Digit In Gst

For this, the img2pdf library has to be installed on the machine.

  • Convert the pdf into base64 encoding

Invoice Digits Under Gst

  • Prepare the data that has to be passed to the DocuSign API

Invoice Digitisation

  • Call the DocuSign API and verify if the pdf has atleast one digital signature.
Invoice template digital

This project has been executed using SAP Intelligent Robotic Process Automation and the video recording of the DocuSign API workflow is shown below.

Feel free to reach out to me for any doubts on this scenario.

References:

Free Digital Invoice

As listed in the blog post, please find below a few blog posts on how to download email attachments and extract data from images and files using open source or custom built optical character recognition libraries or SAP AI Business Service Document Information Extraction.

Digital Invoice Software

  1. https://blogs.sap.com/2021/01/06/sap-intelligent-rpa-filter-email-attachments/
  2. https://blogs.sap.com/2020/02/23/how-to-build-custom-ocr-in-sap-rpa/
  3. https://blogs.sap.com/2020/05/12/combining-document-information-extraction-and-intelligent-rpa-to-automatically-extract-data-from-pdf-documents/
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