Professional Services
Best POS Systems for Marketing Agencies
Marketing agencies need payment solutions for retainer clients, project-based work, and sometimes media spend pass-through. The right system handles recurring billing, milestone payments, and integrates with project management tools.
Common Challenges
•Monthly retainer billing
•Project milestone payments
•Media spend pass-through
•Scope creep billing
•Multiple project invoicing
•Time tracking integration
•International clients
Must-Have Features
- ✓Recurring billing
- ✓Professional invoicing
- ✓Project-based billing
- ✓Client accounts
- ✓ACH payments
- ✓Multi-currency (if international)
Nice-to-Have Features
- ○Project management integration
- ○Time tracking sync
- ○Client portal
- ○Automated invoicing
- ○Budget tracking
Top Picks for Best POS Systems for Marketing Agencies
Frequently Asked Questions
How do agencies bill monthly retainers?
Set up recurring invoices (Square, FreshBooks) with card on file for automatic payment. Invoice at beginning of month for retainer work. For overages, add to monthly invoice or bill separately.
What about billing for media spend?
Options vary: some agencies use agency cards and mark up spend, others bill pass-through with management fee. For large media buys, consider invoicing separately from services with shorter payment terms.