An email marketing invoice covers the work being billed, the line items and totals, and the payment terms for setup, handover, and ongoing monthly work.
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The campaign goes out, the numbers get watched, and then the client needs an email marketing invoice that feels grounded in what got done and what gets paid next. The hard part is wording the payment terms so the client knows what happens for setup, handover, and ongoing work without a back and forth. This invoices template gives you a priced table and the terms block, so you only swap in your own lines and numbers.
The invoice keeps the focus on the practical bits a buyer looks for when they’re nervous about paying for “nice-looking emails” that don’t move revenue. The layout puts the price and totals up top, then the terms underneath, with magenta accents and a green action highlight under Syne headings and Inter body text, so the details stay readable.
Once the invoice is in Plutio, you replace the placeholder line with your own services and pricing, then send it to the client. If you’ve connected a payment method, the same invoice can be paid online, and the totals update as you set tax and discounts.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
| Part | What it covers |
|---|---|
Line items | A priced table where you swap in your own services and rates before you send the invoice. |
Payment is due on the date | A payment-terms block with a Totals area, including setup and handover billing, monthly invoicing for ongoing work, and a 7-day payment window. |
Email marketers, lifecycle marketing freelancers, and agencies billing clients for campaigns, automations, deliverability work, and ongoing list growth.
Line items
Payment is due on the date shown above. I bill setup 40% to start and 60% on handover; ongoing work is invoiced at the start of each month, and every invoice is payable within 7 days of its date.
THANKS, I APPRECIATE THE CHANCE TO IMPROVE YOUR EMAIL MARKETING
Totals
An email marketing invoice usually includes the services being billed as line items, a totals area, and payment terms that say when payment is due. This template includes a line-items table, totals, and written terms for setup, handover, and ongoing monthly work.
Payment terms usually spell out when setup is billed, when the remainder is due at handover, and how ongoing work is invoiced. The terms in this invoice use 40% to start, 60% on handover, then monthly invoicing for ongoing work, payable within 7 days.
A lot of ongoing email marketing work gets billed at the start of each month so both sides know the work period being covered. This invoice’s terms are written for monthly invoicing for ongoing work.
An invoice can be paid online if you connect a payment method before sending. This template supports online payment when a payment method is connected.
Deliverability work can sit as its own line item when you want the scope and price to stay explicit. This invoice gives you line items you can name however you need, including deliverability checks, authentication setup, or troubleshooting.
Some projects start with an accepted proposal or a signed contract so the scope and terms are agreed before money changes hands. This template is an invoice, so it focuses on billing and payment terms rather than scope agreement.
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