Wrapping up a project. The complete closeout checklist.

A step-by-step guide with every tool you need, embedded right where you need it.

Easy

Takes about 20 minutes to work through

Bill the final milestone. If it's already paid in full, send a $0 balance invoice marked "PAID" for their records.

The project is officially closed out, you are paid, and your portfolio is updated.

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Starting a new project. What's the complete workflow?

Delivery, dispatch, GRN, and digital delivery documentation

Ready-to-send emails to ask clients for testimonials

Create professional invoices and download as PDF instantly