Creative studios

How Marketing Agency PSA is set up for you

A creative studio needs owners and due dates for client assets, with a separate record of when each accepted item reaches billing. Link every deliverable to an engagement so the studio can explain its budget and the client commitment behind the asset. The due date helps the delivery team plan; the payment record shows whether collection has actually occurred.

Start with an active client and a deliverable engagement for a campaign asset. Enter the contract value, delivery dates and budget hours. Assign a designer to the asset and give it an amount and due date. The designer can keep the work pending while preparing it, then submit it for review. Engagement Manager confirms the accepted result and changes its status to approved.

Finance Manager opens Deliverables Ready To Invoice and checks the amount and engagement on the record. A passing invoice action marks the deliverable invoiced and writes an operation receipt. Create a payment tied to that deliverable with its invoice number, amount and due date. If the payment is disputed, keep that state visible in Payments Overdue Or Disputed. Once the collection is confirmed, mark the payment received and inspect the Payment Record receipt.

Test the same route with an approved asset that lacks an amount. It stays approved after a failed invoice action; the receipt shows what Finance Manager must correct. The studio can also inspect days to due and billing readiness to prioritize owner follow up. Agency Partner reviews the engagement's delivered and billed amounts before taking on another asset for the same client.

[Plan the first cycle](/marketing-agency-psa/implementation).