The approval is the invoice.
Signoff gives every client one workspace for the timeline, the files, the comments and the money. When they approve a milestone, the payment request goes out on its own, attached to the exact version they signed off.
One login for the client. No app for them to learn.
What an approval actually locks in
Version 2, 9 October, 16:42, and the comment.
- Version
- v2
- Approver
- Nina S.
- Timestamp
- 9 October, 16:42
- Comment
- “Happy with this, can we keep the wordmark slightly tighter on the small sizes.”
The approval is attached to the file, not to a message in a thread. Nobody has to find the email.
Money, in the same place as the work
Four milestones, four prices, one of them already paid.
- 01Brand identityPaidPaid 14 Oct$4,800.00
- 02Packaging designUnpaid, 8 daysSent 21 Oct$3,600.00
- 03Homepage designAwaiting approvalv3 sent 27 Oct$4,200.00
- 04Build and handoverNot startedNo date$1,800.00
- Total
- $14,400.00
- Paid
- $4,800.00
- Outstanding
- $3,600.00
The client sees this too. It is the same page, which means nobody is surprised by an invoice.
Monday morning
What is waiting on whom.
Monday summary
PellhurstWaiting on Pellhurst
- Homepage approval2 days
Waiting on you
- Revised favicon4 days
- Photography question6 days
- Outstanding
- $3,600, 8 days
- Next milestone value
- $4,200
Hi Nina, a quick note on where things are. Version 3 of the homepage went over on Tuesday with the roasting photography moved up and the product grid cut to three bags, as we discussed. When you have had a look, approve it in the workspace or leave comments on the parts that need another pass. On our side, the revised favicon is with you by Friday, and I owe you an answer on the photography budget, which I will send tomorrow. Thanks, Harlow & Field
Drafted from what happened in the workspace. Nothing is sent without you reading it.
Hi Nina, a gentle reminder that the invoice for packaging design, $3,600, went out on 21 October and is now 8 days outstanding. You can pay it by card or bank transfer from the workspace whenever suits. If anything on it needs checking, just reply here and we will sort it.
Sent on your behalf on a schedule you set, or never, if you would rather do it yourself.
Your existing projects are already in here.
Signoff imports the boards, docs and drives you already use, so your first workspace opens with the project history in it rather than a blank timeline. You do not spend a weekend copying things across and you do not ask the client to re-send anything.
Pellhurst, timeline
- 12 SepKick-off notes
- 18 SepMoodboard, round one
- 6 OctIdentity v1, changes requested
- 9 OctIdentity v2, approved
The client side
What Nina sees.
Brand identity
PaidPackaging
To payHomepage
To reviewBuild
Later
What you owe
$3,600.00
Packaging design, sent 21 October
Files
- homepage-v3.pdf, 27 Oct
- packaging-final.zip, 21 Oct
- identity-v2.pdf, 9 Oct
Messages
Harlow & Field: v3 is up, the roasting photo moved higher.
Nina S.: Thanks, will look on Thursday.
One login, no app, no training. They approve things and they can see what they owe.
Per client workspace, per month.
Priced on active client workspaces rather than seats, because your team size is not the thing that varies. Archive a workspace when the project ends and you stop paying for it. Payment processing is at cost and we do not take a percentage of your invoices.
Open a workspace- Version
- v2
- Approver
- Nina S.
- Timestamp
- 9 October, 16:42
- Comment
- “Happy with this, can we keep the wordmark slightly tighter on the small sizes.”
Invoice sent the same minute.
Open the sample workspace.
Approve a deliverable, watch the invoice go out, and read the Monday summary that tells you what you owe the client.
Open a workspace