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Overview

Creative projects often start with a proposal, deposit, brief, and agreed terms before the final payment is due. Newie keeps each payment step and customer record connected to the project.

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Before the Project Starts

Before work starts, collect the deposit, confirm scope, get the brief and assets, and make sure the client understands approvals, revisions, and payment timing. Keep project tasks, creative approvals, asset collection, and file delivery in your normal tools.

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Common Setup

  1. Create a One-Off Purchase for deposits, discovery sessions, project fees, final balances, or fixed-price packages
  2. Create an Instalment Plan when a fixed total should be collected across scheduled milestone-style payments
  3. Create one service for each deposit, midpoint, or final balance payment when each one needs its own link or reporting
  4. Add Terms of Service for scope, revision rounds, timeline expectations, intellectual property, cancellation rules, refund rules, and payment milestones
  5. Add a Welcome Email with client brief forms, asset upload links, kickoff booking links, project-management links, shared folders, or next steps
  6. Create a custom price when the project is bespoke but starts from a repeatable service template

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Project Payment Flow

1

Client approves the proposal

The client agrees to the creative scope, project price, deposit, milestone structure, or payment schedule.
2

Send checkout

Use the payment option that matches the structure: deposit link, project fee link, custom link, or Instalment Plan.
3

Client agrees and pays

Terms of Service can capture scope, revisions, delivery expectations, payment terms, and cancellation rules.
4

Newie sends onboarding

The Welcome Email can include brief forms, asset upload links, kickoff booking links, and project workspace links.
5

Manage project delivery

Creative work, approvals, files, and task management stay in your normal delivery tools.

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Project Terms to Define

  • Deposit amount and when work starts
  • Milestones, payment dates, or final balance timing
  • Revision rounds and approval expectations
  • Client responsibilities for briefs, assets, feedback, and access
  • Cancellation, rescheduling, and refund rules
  • When intellectual property or final files are transferred
  • How scope extensions or add-ons are billed

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Useful Service Examples

Last updated: 2026-06-26