Skip to main content
A creative project can be paid at agreed stages or through a regular payment schedule. Newie supports both arrangements, but they work differently: you send separate checkout links for stage payments, while an instalment plan collects on scheduled dates. Use this guide for projects with a defined fee. For ongoing monthly work, use Creative Retainers.

​
Choose stage payments or scheduled instalments

Use separate stage payments when payment depends on progress. A project deposit, an approved design and a final delivery can each have a One-Off Purchase. You send the appropriate link when its payment is due. Newie does not monitor project approvals or request these payments automatically. Use an Instalment Plan when dates determine payment. Enter the fixed total, billing period, number of payments and start date. Newie attempts those payments on schedule, even if the project timeline changes.

​
Set up separate deposit and stage payments

  1. Open Sell → Services → New Service → One-Off Purchase.
  2. Name the payment so the client recognises its purpose, such as “Brand project — deposit” or “Brand project — final balance”. Enter the amount due for that stage.
  3. In Description, explain which part of the project this payment covers. For a deposit, include how it relates to the full project fee and when the remaining payments are due.
  4. Add Terms of Service for the conditions attached to the work. These can include or link to the agreed scope, revisions, approval process and delivery arrangements.
  5. Add a Welcome Email if that payment has a next step. The deposit email might link to the brief or asset request; a later payment can have different instructions.
  6. Turn on Available for Sale and save. Create a separate One-Off Purchase for each later payment you will request.
The stage amounts should add up to the agreed fee. Each purchase has its own record in Newie; keep the overall project balance and the stage still due in your project records.

​
Set up a regular instalment schedule

  1. Open Sell → Services → New Service → Instalment Plan.
  2. Enter the project total, Number of Payments and Billing Period. Choose Billing Starts if the schedule begins later.
  3. Add the description, Terms of Service and Welcome Email for the project.
  4. Open the payment preview to confirm the instalment amounts and collection dates. Turn on Available for Sale and save.
If the agreement includes a deposit followed by instalments, you can use Setup Fee for the deposit. Enter the remaining balance as the instalment total: the Setup Fee is charged separately at checkout and is not deducted from that total. It is due at checkout even when the instalments start later.

​
Send the payment request

Open the relevant service’s … → Share Link. For stage payments, send each link when that payment becomes due. For instalments, the client completes checkout once to start the agreed schedule. The client accepts enabled terms at checkout. Newie then sends the purchase email and your configured Welcome Email. If your agreement requires confirmed payment before work starts or files are released, check that payment’s result; checkout can finish before a bank payment clears. For the same service with different agreed pricing, use a Custom Pricing Link. It keeps the existing description and terms. If the scope changes, or a deposit, total or balance written there is no longer correct, create a separate service with the updated details.

​
Manage a changed project timeline

For separate stage payments, send the next link when the revised milestone is reached. For a running instalment plan, changing a project deadline does not change billing: open Instalment Plans, select the plan and use … → Edit Payment Date if you agree to move the next payment. To change the remaining instalment amounts or count, follow Replace an Instalment Plan. For an overdue instalment, use Auto-Retry and Overdue Assistant to recover the existing payment. Last updated: 2026-09-11