Retainers raised by hand
Twelve clients, twelve invoice dates, one account manager on leave. Some retainers go out on the 1st; some on the 20th.
A ₹45,000 retainer billed three weeks late, paid a month after that.
PikZiy Books / FOR MARKETING AGENCIESFOR MARKETING AGENCIES
Billing software for marketing agencies. Retainers on the 1st. Spend billed clearly.
Retainers that invoice themselves every month, campaign fees and media spend on separate, readable lines, and every client's balance in one place. Your account managers bill; you see who has paid.
Sign-ups open November 2026 · 14-day free trial · No card needed to start
What is billing software for a marketing agency?
Billing software for a marketing agency handles recurring and campaign billing together: retainers invoiced on schedule, management fees and media spend shown clearly, payments tracked, expenses recorded, and reports that show how each month went.
PikZiy Books combines payment tracking, retainers and expenses in one place, for the whole team.
WHERE AGENCY BILLING BREAKS
Campaigns run daily. Billing runs late.
Media spend in one confusing number
Fee and ad spend rolled into one line. The client's finance team can't match it to the Ads Manager report and holds the payment.
₹1,88,800 on hold over a ₹1,20,000 question.
GST on spend, guessed
Some invoices charge GST on the spend, some don't, depending on who made them.
Your CA spots three different treatments in one quarter's GSTR-1.
HOW AN AGENCY RUNS IT
From retainer to report.
Screenshots of the real app with a sample agency, Ember & Oak Studio in Pune.
- 01
Retainers on schedule
Turn each client's retainer into a subscription. It invoices them every month on the same date, issued and emailed, or created as a draft for you to check.
- Every month, quarter or year
- An end date for fixed-term contracts
- Reminders if it isn't paid
- 02
Fees and spend on separate lines
Bill your management fee and the month's media spend as separate lines, each with its own SAC code and tax, so the client's finance team can match the spend to the platform's report.
- Spend at actuals, clearly labelled
- GST on each line, checked against the state
- Reference and terms on every invoice
- 03
Know which clients owe you
Collections lists overdue invoices first, with promises to pay, notes and follow-up dates. Disputed invoices pause reminders until they're sorted.
- Ageing by client
- Promises kept or broken
- 13-week cash forecast
- 04
Reports for the month
Sales, payments received, outstanding, sales by client, tax collected and expenses by category, for any period, on screen or as a CSV on Business.
- Sales by client
- GST worksheet for your CA
- Expenses by category
FREE CALCULATOR
Bill media spend two ways.
Enter the month's media spend and your fee, fixed or as a share of spend. See the client's invoice with the spend as part of your service, and as a pure agent's reimbursement, and what changes.
Spend as part of your service
- Management fee
- ₹40,000.00
- Media spend
- ₹1,20,000.00
- GST 18% on both
- ₹28,800.00
- Invoice total
- ₹1,88,800.00
Spend as a pure agent's reimbursement
- Management fee
- ₹40,000.00
- GST 18% on the fee
- ₹7,200.00
- Media spend, at actuals, no GST
- ₹1,20,000.00
- Invoice total
- ₹1,67,200.00
The second way only works when you meet every condition of rule 33 of the CGST Rules: a contract that makes you the client's pure agent, no title to or use of what you buy, the spend shown separately and recovered at the actual amount. When the ad account and the platform's invoices are in your agency's name, the spend is usually part of your service, with GST on the whole and input tax credit on the platform's GST. Ask your CA. Nothing you type is saved.
Before you decide: input tax credit in GST and what a GST invoice must show.
SPREADSHEET OR SOFTWARE?
Why the billing sheet can't keep up with the campaigns.
| Spreadsheets and Word | PikZiy Books | |
|---|---|---|
| Monthly retainers | Raised by hand, on different days | Issued and emailed on schedule |
| Fee and media spend | One line, or a new template | Separate lines, each with its tax |
| Who can bill | Whoever has the file | Staff, with roles |
| Overdue clients | A colour in a cell | Collections, with follow-ups |
| Month-end numbers | Built for the founder | Reports for any period |
| Your CA | Files by email | Works in your books |
WHAT YOU GET
Billing for every kind of client work.
Campaign and project invoices
Fees and spend on separate lines.
Quotes for pitches
Accepted online, turned into invoices.
Online payments
Your own gateway; no fee from us.
Payments with TDS
What each client kept back, by section.
Team with roles
Account managers bill without seeing settings.
Growth plan and aboveReports
Sales, payments, outstanding and tax, any period.
Growth plan and aboveCollections
Follow-ups, promises, disputes and ageing.
Growth plan and aboveAgency expenses
Tools, freelancers and travel, by category.
Growth plan and aboveRetainers
Recurring invoices, issued and emailed for you.
Business plan and aboveClient statements
Everything billed and paid, for any period.
Business plan and aboveEmails in your name only
No PikZiy Books branding.
Business plan and aboveBooks and P&L
Profit and loss, TDS and bank reconciliation.
Business plan and abovePLANS
Which plan you need.
Agencies usually start on Growth for the team and reports. Business adds retainers that bill themselves.
| Feature | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
| People who can sign in | 1 | 3 | 10 | 25 |
| Invoices with fees and media spend | Included | Included | Included | Included |
| Reports and expenses | Not included | Included | Included | Included |
| Collections and cash forecast | Not included | Included | Included | Included |
| Retainers that invoice themselves | Not included | Not included | Included | Included |
| Client statements and CSV downloads | Not included | Not included | Included | Included |
| Double-entry books | Not included | Not included | Included | Included |
Every plan has unlimited invoices, customers and items, and starts with a 14-day free trial. Prices are published when sign-ups open in November 2026. Businesses that sign up from 1 November 2026 to 30 April 2027 and pay for a year get 18 months for the price of 12. Compare every feature
QUESTIONS
Asked, and answered.
What is billing software for marketing agencies?
Billing software for marketing agencies invoices monthly retainers on time, bills campaign fees and media spend clearly, tracks which clients have paid, and records what the agency spends. It should let the whole team work in it, and give the founder and the CA reports without a spreadsheet.
How do I bill a monthly marketing retainer?
Invoice the first month, then turn the invoice into a subscription on Business. Every month it is issued and emailed on its date, or created as a draft for you to check first. Our guide to monthly retainers for agency clients covers scope and renewals.
Should I charge GST on ad spend I bill to clients?
Usually yes. When the ad account and the platform's invoices are in the agency's name, the media spend is generally part of the agency's own service, so GST applies to the whole invoice and you claim input tax credit on the GST the platform charged you. Only when every condition of rule 33 of the CGST Rules for a pure agent is met can the spend be shown at actuals without GST. The calculator on this page shows both; ask your CA which applies to you.
How do I show media spend on the invoice?
As its own line, separate from your management fee, with a description such as “Meta ads media spend, 1–31 October, at actuals”, and send the platform's report to the client alongside it. Each line can carry its own SAC code and tax.
Can I charge a percentage of ad spend as my fee?
Yes. Work out the fee for the month, for example 15% of spend, and add it as the management fee line. The calculator here does the sum; PikZiy Books doesn't calculate a percentage of another line for you.
Which SAC code do marketing agencies use?
Advertising services usually fall under SAC 998361 at 18% GST. Social media management, content and performance marketing are often billed under the same code; check the right code for each service with your CA.
Can my team use PikZiy Books?
Yes. Growth includes 3 people and Business 10, with extra users available. Account managers can work as Staff, creating and sending invoices, without access to settings, payment methods or the team.
Can I see which clients are behind on payments?
Every invoice shows Unpaid, Partly paid, Paid or Overdue. On Growth, Collections lists overdue invoices first, with promises to pay, notes, disputes and follow-up dates, and ages each client's balance.
What reports do I get?
On Growth: sales, payments received, outstanding, sales by customer, tax collected, the GST worksheet and expenses by category, for any period. On Business: profit and loss, balance sheet, client statements and CSV downloads.
Can clients pay online?
Yes. Connect your own Razorpay, Cashfree or Easebuzz account and every invoice gets a Make Payment button. The money goes straight to your account with no fee from PikZiy Books.
Run the campaigns. Let the retainers bill themselves.
PikZiy Books opens for sign-ups in November 2026. Join the waitlist and we will tell you the day you can start.
Join the waitlist