Skip to main content
Use a separate Newie service for a cleanup job, tax return, software migration or advisory project with its own agreed fee. This keeps the project payment distinct from any monthly package the client already has. You can collect the full fee once, ask for payments at agreed stages, or spread a fixed total across a regular schedule. Choose the arrangement that matches the engagement.

​
Choose when payment is due

An instalment schedule does not wait for documents, approvals or completion of the work. Use separate One-Off Purchases if those events determine when you ask for payment. Separate purchases have separate records; Newie does not calculate a combined project balance from them.

​
Create the project checkout

  1. Open Sell → Services → New Service and choose One-Off Purchase or Instalment Plan.
  2. Enter a name that identifies the work and, for a stage payment, which part is being paid. Enter the amount of that One-Off Purchase, or the total, number of payments and billing period for an instalment plan. Set Billing Starts if instalments should begin later.
  3. Describe the work being purchased. For a cleanup, this can identify the accounting periods covered; for tax or advisory work, the return or deliverable included. For a deposit, make clear that this payment is only part of the project fee and when the balance is due.
  4. Add Terms of Service for the agreed engagement conditions. Use custom terms to include or link to your existing engagement agreement, where needed.
  5. Add a Welcome Email with the next document or access request. Link to your practice’s upload portal or explain how the client will receive a separate request. For a balance payment, use instructions relevant to that stage.
  6. Review the amount and any payment dates in the service preview, turn on Available for Sale and save.
For a deposit and balance, repeat these steps for the other payment. Their amounts should add up to the agreed project fee. You decide when each is due and keep track of the remaining project balance.

​
Request the agreed payment

Use the service’s … → Share Link to send the relevant checkout. The client sees the project details, accepts enabled terms and enters their payment details. Newie sends the purchase email and your configured Welcome Email afterwards. If you require confirmed payment before starting work or releasing a deliverable, open All Customers, find the client and check Invoice History. Checkout may finish while a bank payment is still Pending or Processing. Keep the document collection, approvals and work deadlines in your practice system.

​
Handle changes to the engagement

  • The next instalment needs to move: Open Instalment Plans, select the client’s plan and use … → Edit Payment Date, or Edit Start Date before billing starts, where available. Moving a work deadline elsewhere does not move this payment date.
  • The project fee or instalment count changes: Follow Replace an Instalment Plan so payments under the old and new plans do not overlap.
  • The client requests extra work: Create a service for the additional agreed work and send its checkout. This gives the extra fee and scope their own record.
  • The work becomes a monthly engagement: Set up a Monthly Accounting or Bookkeeping Package with its own agreed start date.
For missed payments on an instalment plan, use Auto-Retry and Overdue Assistant to follow up on the existing invoices. Last updated: 2026-09-11