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Use Newie to collect client fees, record accepted terms and send the document or access instructions that follow checkout. Your practice tools continue to hold the working papers, client records and work deadlines. The setup depends on whether the client is paying for an ongoing package or a job with its own fee. You can use both for the same client, such as separate cleanup work followed by a monthly bookkeeping package.

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Choose the work you are billing for

Monthly accounting and bookkeeping packages

Set up a recurring client fee, choose when billing starts and add an optional onboarding charge. Includes later package and price changes.

Cleanup, tax and advisory projects

Collect an agreed project fee upfront, through separate stage payments or on an instalment schedule.
For existing client payment records, use Invoices, Manage Subscriptions or Manage Instalment Plans. Last updated: 2026-09-11