Free Agency Invoice Template — Excel & Google Sheets
Bill agency retainers, projects, media pass-throughs, approved scope changes, tax, payments, and balances with a visible client-approval checkpoint.
Do this with AI
Make this agency invoice fit your billing run.
Open the workbook and ask Griddy to adapt retainers, projects, pass-through costs, approval states, tax rules, or payment terms.
What is in this workbook?
This workbook has three sheets: Agency Billing Dashboard, Agency Billing Run, and Setup. Agency Billing Dashboard is the quick-review surface, Agency Billing Run is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Agency Billing Run for description, campaign or billing period, client approval, quantity, rate, taxable status, adjustment, tax, line total, paid amount, balance, and next action; keep tax, terms, numbering, approval, and safety rules in Setup. Agency Billing Run calculates Amount as Quantity multiplied by Rate, applies the Setup tax rate only to taxable rows, subtracts adjustments to produce each line total, calculates Balance as MAX(Line total-Paid,0), and labels each row Paid or Follow up. Agency Billing Dashboard totals invoice value, payments, and the aggregate nonnegative balance and counts open lines.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Agency Billing Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use account and campaign labels only. Keep private contacts, contracts, credentials, media-account access, and payment details in approved systems. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Related guides
Learn how teams actually use this template
Do this with AI
Make this agency invoice fit your billing run.
Open the workbook and ask Griddy to adapt retainers, projects, pass-through costs, approval states, tax rules, or payment terms.
