Brand identity projects
Logo and brand-kit deliverables with deposit, balance, revision, and licensing invoices, by client.
Templates · Design invoicing
An invoice tracker organized by deliverable
Design projects bill in pieces — a deposit to start, the deliverable on approval, and sometimes extra revision rounds or a usage-licensing line. When those invoices live in different threads, it's easy to deliver final files before the balance is paid or to forget to bill a third round of revisions. Cash Workspace gives you one place to record each deliverable's invoices, their status, and the brief and approval behind them.
The problem
Why design invoices get tangled
A single project can spawn a deposit, a deliverable invoice, several revision-round invoices, and a licensing line. Without one place to track them, revisions go unbilled and finals ship unpaid.
- Extra revision rounds beyond the agreed scope go un-invoiced.
- Final files are handed over before the balance is paid.
- Usage or licensing terms are agreed but never billed as a line.
- A deposit is taken but not tracked against the deliverable's balance.
- The brief and the approval email that justify the work aren't with the invoice.
The workflow
Track invoices per deliverable
Create a project record, then record a deposit, deliverable, and any revision or licensing invoices with status.
- 1
Open a project record
Create a record per deliverable — logo, brand kit, print piece — tagged to the client with the brief attached.
- 2
Record the deposit
Record the upfront deposit with its amount and date and mark it paid when it clears.
- 3
Bill the deliverable
On approval, record the deliverable's balance invoice with amount and due date.
- 4
Invoice extra revisions
Record a separate invoice for any revision round beyond the agreed scope.
- 5
Add a licensing line
If usage or licensing was agreed, record it as its own line invoice on the project.
- 6
Hold files until paid
Check the project status and release final files only once the balance is settled.
Record structure
What to record for each deliverable
These fields keep a multi-invoice design project readable from brief to handoff.
- Deliverable
- Logo, brand kit, print piece, or revision — tagged consistently.
- Client / project
- Who and what the work is for, kept as a consistent record.
- Deposit
- Upfront amount and date, recorded against the deliverable's balance.
- Revision rounds
- Number of rounds included and any extra rounds billed separately.
- Usage / licensing
- Any usage or licensing line agreed, recorded as its own amount.
- Amount
- Each invoice total and currency.
- Status
- Deposit paid, awaiting balance, paid, or overdue.
- Brief & approval
- The brief and approval email attached so each invoice ties to agreed scope.
Example setup
An example project folder setup
One way to organize design work inside your workspace.
Print & collateral
One-off print pieces with their deposit and balance invoices and status.
Revision overflow
Separate invoices for revision rounds beyond the agreed scope, tied to each project.
Briefs & approvals
The brief and approval emails attached per project so scope and invoices stay together.
Common mistakes
Mistakes to avoid
- Doing extra revision rounds without recording a separate invoice.
- Handing over print-ready files before the balance is paid.
- Agreeing usage or licensing terms but never billing them.
- Taking a deposit without tracking it against the deliverable balance.
- Keeping the brief and approval email in email instead of on the project.
How it helps
How Cash Workspace helps
Invoices per deliverable
Record the deposit, balance, revisions, and licensing for a deliverable so the whole project is accounted for.
Status before handoff
Mark each project deposit paid, awaiting balance, or paid so you know when files can ship.
Scope attached
Attach the brief and approval to the project so each invoice ties back to what was agreed.
Related
Related design finance workflows
Workspace for creators
How creative freelancers organize their finances.
Copywriter template
Per-piece invoicing for writers, a close cousin to design work.
Deposit & balance tracker
Track deposits against balances for any project.
Per-client invoice archive
Keep each client's invoices archived in one place.
All finance workflows
Browse the full Cash Workspace workflow library.
FAQ
Design invoice tracking FAQ
- How do I bill extra revision rounds?
- Note the rounds included on the project, then record a separate invoice for any round beyond that scope, tied to the same deliverable so the extra work is clear.
- How do I track a usage or licensing fee?
- Record it as its own line invoice on the project, separate from the design fee, so the licensing amount and terms stay organized alongside the deliverable.
- Can I keep the brief with the invoice?
- Yes. Attach the brief and approval email to the project record so each invoice ties to agreed scope. Cash Workspace does not read or extract anything from those files.
Organizing help — not tax, accounting, or legal guidance
Cash Workspace is a free workspace for organizing invoices, expenses, receipts, clients, and documents. This page is organizing guidance only — not tax, accounting, legal, or bookkeeping guidance. Cash Workspace does not connect to your bank, does not scan or read your receipts for you, and does not move or collect payments. Whether an expense is deductible depends on your situation, so confirm it with a qualified accountant or tax professional.
Track every deliverable's invoices in one place
Start a free workspace and record each deliverable's deposit, balance, revisions, and licensing so nothing ships unpaid or unbilled.