Use this when you sell a fixed-scope creative, design, marketing, or studio project. Creative project work often starts with a proposal, deposit, signed terms, project brief, asset collection, milestone approval, and final payment. Newie can manage payment links, agreed terms, receipts, and customer records while you deliver the project in your project-management, design, content, or communication tools.Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
What the Agency Needs
You usually want to protect the project before work starts: collect the deposit, confirm scope, get the brief and assets, and make sure the client understands approvals, revisions, and payment timing. Use Newie for the commercial record. Keep project tasks, creative approvals, asset collection, and file delivery in your normal tools.Common Setup
- Create a One-Off Service for deposits, discovery sessions, project fees, final balances, or fixed-price packages
- Create an Installment Plan when a fixed total should be collected across scheduled milestone-style payments
- Create separate services when deposit, midpoint, and final balance need separate links or reporting
- Use Terms of Service for scope, revision rounds, timeline expectations, intellectual property, cancellation rules, refund rules, and payment milestones where needed
- Use Welcome Emails for client brief forms, asset upload links, kickoff booking links, project-management links, shared folders, or next steps
- Use custom pricing when the project is bespoke but starts from a repeatable service template
Project Payment Flow
Client approves the proposal
The client agrees to the creative scope, project price, deposit, milestone structure, or payment schedule.
Send checkout
Use a deposit link, project fee link, custom link, or Installment Plan depending on the payment structure.
Client agrees and pays
Terms of Service can capture scope, revisions, delivery expectations, payment terms, and cancellation rules.
Newie sends onboarding
The Welcome Email can include brief forms, asset upload links, kickoff booking links, and project workspace links.
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
Useful Service Examples
| Offer | Newie Setup | Notes |
|---|---|---|
| Project deposit | One-Off Service | Good before kickoff or before booking production time |
| Full project fee paid upfront | One-Off Service | Good for small fixed-scope projects |
| Fixed project paid across milestones | Installment Plan | Good for a fixed total split across scheduled payments |
| Final balance | One-Off Service | Can be shared when the final payment is due |
| Paid discovery or audit | One-Off Service | Good for strategy, discovery, or scoping work |
| Add-on or scope extension | One-Off Service | Use a new link when the client buys extra work |