> ## Documentation Index
> Fetch the complete documentation index at: https://docs.newie.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sell Creative Project Deposits and Milestones

> Use Newie for creative agency deposits, milestone payments, project fees, final balances, agreements, and onboarding links.

## 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.

## 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.

## 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

## Project Payment Flow

<Steps>
  <Step title="Client approves the proposal">
    The client agrees to the creative scope, project price, deposit, milestone structure, or payment schedule.
  </Step>

  <Step title="Send checkout">
    Use the payment option that matches the structure: deposit link, project fee link, custom link, or Instalment Plan.
  </Step>

  <Step title="Client agrees and pays">
    Terms of Service can capture scope, revisions, delivery expectations, payment terms, and cancellation rules.
  </Step>

  <Step title="Newie sends onboarding">
    The Welcome Email can include brief forms, asset upload links, kickoff booking links, and project workspace links.
  </Step>

  <Step title="Manage project delivery">
    Creative work, approvals, files, and task management stay in your normal delivery tools.
  </Step>
</Steps>

## 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 Purchase | Useful before kickoff or before booking production time |
| Full project fee paid upfront        | One-Off Purchase | For small fixed-scope projects                          |
| Fixed project paid across milestones | Instalment Plan  | For a fixed total split across scheduled payments       |
| Final balance                        | One-Off Purchase | Can be shared when the final payment is due             |
| Paid discovery or audit              | One-Off Purchase | For strategy, discovery, or scoping work                |
| Add-on or scope extension            | One-Off Purchase | Use a new link when the client buys extra work          |

*Last updated: 2026-06-26*