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Sapphire Paid Media Pass-through Sheet

For paid media agencies billing platform spend, management fees, and campaign setup across global accounts.

๐ŸŽจ
Rating
4.8
Format
XLSX
Industry
Consulting
Best for
Agency
Tax-Ready
โœ“ Yes
Multi-Currency
๐ŸŒ Multi
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About this template

Sapphire Paid Media Pass-through Sheet is built for agencies that invoice platform spend with precision. The spreadsheet layout separates billable services from reimbursable media costs, which helps account teams present clear totals to clients and keep internal margin tracking clean. It is especially useful for search, social, display, and programmatic campaigns where spend changes every month and finance needs a reliable audit trail.

This paid media invoice includes columns for platform name, campaign ID, spend amount, management fee, and any refundable tax. A separate pass-through billing area makes it simple to show Google Ads, Meta Ads, LinkedIn, TikTok, or DSP charges without mixing them into service revenue. The template also supports VAT, GST, and US sales tax, plus multi-currency invoicing for agencies serving regional and cross-border clients.

Customize the sheet by adding your billing period, media owner, and payment reference, then duplicate tabs for each client account. You can also insert exchange rates, markups, and approval notes to match your internal workflow. The campaign billing structure is ideal for agencies that need a transparent, finance-friendly format that still looks polished when exported to PDF for client approval.

Key features

  • Clear paid media invoice columns for spend and fees
  • Dedicated pass-through billing section for platform charges
  • Exchange-rate ready multi-currency calculations for global clients
  • Built-in tax support for regional compliance needs
  • Spreadsheet format ideal for recurring campaign reconciliations

Best for

  • โ†’ Performance agencies billing monthly ad spend and fees
  • โ†’ Media buyers reconciling platform charges across multiple accounts
  • โ†’ Consultancies managing paid social and search campaign budgets

Fields included

  • โœ“ Client and agency details
  • โœ“ Billing period and campaign ID
  • โœ“ Platform spend by channel
  • โœ“ Management fee and markup
  • โœ“ Tax calculations and currency conversion
  • โœ“ Total due and payment instructions

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