Advertising management invoice

Invoice for Ad account setup, Bid optimization, Conversion tracking setup.

Templates by industry

  • Ad account setup
  • Bid optimization
  • Conversion tracking setup

Preparation guide

Separate management work from media spend and define channels, reporting periods and the metrics to report.

Deliverables and line items
Ad account setup, Bid optimization, Conversion tracking setup: record the quantities actually supplied and the service period.
Channels and activity volume
List the accounts, sites or campaigns and the number of publishing, analysis or optimization tasks.
Period and reporting basis
Set the service period, comparison baseline, client-supplied data and report delivery date.
Scope to agree
Record managed accounts and campaigns, the optimization period and configured conversion events; distinguish media spend.
  • Identify whether media spend, paid tools and content production are included.
  • Base acceptance on agreed work and reports without treating a ranking or revenue result as a guaranteed deliverable.
  • Match completed work to the order or approval record, and confirm the payment due date and amounts already received.

  1. Confirm scope and quantities

    Example: reconcile the approval and work record for "Ad account setup" to establish the quantity for this invoice.

  2. Record delivery and acceptance

    Check completion for every line, including "Conversion tracking setup". Deliver the activity log, results with reporting periods and data sources, and a list of next actions.

  3. Send the billing record

    Send the final charges, delivery reference and due date to the customer, then reconcile payment against the invoice number.