Your business
Creative or marketing agency
An agency runs campaigns and retainers for its clients. Kila keeps each project's budget, time and costs, and invoices them to the client's account.
A creative or marketing agency sells campaigns, design and content to its clients, by the project or on a monthly retainer. Kila treats it as a professional firm: each piece of work is a project with its budget, the team’s time and the costs spent on it, invoiced to the client’s account.
What is special
Link to this section: What is specialKila gives an agency the same Practice section as a consultancy: My day, Projects, Time, Client requests, Billing, New client and Practice reports.
- Costs spent on a client’s work, such as printing or media, are recorded on the project and billed on with a mark-up if you set one: Record an expense on a project.
- Monthly retainers include a number of hours, and the hours beyond them are billed from Unbilled: Set up a retainer with included hours.
- A fixed fee is billed in stages: Bill a fixed fee by milestones.
There is no demo agency yet. Mizani Associates, an accounting firm, shows the same projects, time and billing screens.
How Kila sets it up
Link to this section: How Kila sets it upThe main screen is Clients and projects.
Rules it follows:
None. Kila's standard rules apply.
Its words:
| Most businesses | Creative or marketing agency |
|---|---|
| customer | client |
| sale | invoice |
| receipt | invoice |
| staff | team member |
Its set-up steps
Link to this section: Its set-up steps- Business details and KRA PIN
- Services and rates
- Team members and rates
- Clients
- First project or retainer
Its home page
Link to this section: Its home pageEach card shows only where the firm uses what it counts, and to the people whose role may see it.
- My day
- Client requests outstanding
- Billing this month
- Lock-up and realisation
- Unbilled time and expenses
- Invoices due and overdue; cash received
- Withholding certificates to collect
- Over budget
- Fees billed by fee earner this month
- Team utilisation
- Retainers billing this month
- Payments waiting for confirmation
- Approvals and reviews waiting
- Licences, permits and returns due
Roles it starts with
Link to this section: Roles it starts with- Billing and credit control: Issues the approved bills, sends statements, chases overdue clients and collects withholding tax certificates.
- Project lead: Runs projects and retainers: the team, the budget and scope, retainer hours, and the month’s bills.
- Consultant: Works on the projects on their team: tasks, client requests and their own time and expenses.
Where to go next
Link to this section: Where to go next- Professional services: everything a professional firm needs.