INDUSTRY / TWIN HORN

Marketing and web agencies

Keep project invoices, retainers, and recurring services easy to bill and easy to recognize.

Agencies may sell one-time site builds, ad management, hosting, and ongoing marketing. The account should reflect the real services and contract.

Separate service types

Document project milestones, ad-spend handling, hosting, subscriptions, refund terms, and whether work is fulfilled by third parties.

Use approved invoicing or recurring tools and make sure each payment links to the service agreement and receipt.

Accurate descriptors and a contact path reduce confusion over renewal and milestone charges.

QUESTIONS THAT MATTER

Can we bill monthly retainers?

Potentially, if the provider approves recurring billing and the customer terms are clear.

Can ad spend flow through our account?

That depends on the acquirer’s review of the actual arrangement.