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From “shall we?” to “all paid.” A home for the work, the people and the money that make your agency tick.
A clear scope, a visible cost and room for the next good idea.
Back to the directory ↑Keep the client, creative fee, owner and dates together, whether the work repeats every month or wraps on a deadline.
Give the hours and outside costs somewhere to land. See what delivery has used before another small request becomes a big one.
Compare the agreed creative fee with recorded delivery costs. Keep an eye on fee use while there is still time for a scope conversation.
Contribution is fee minus recorded delivery costs, before agency overheads. It is not net profit.
See the workflowTrack media you have floated and what the client still owes. Keep it separate from your creative fee and delivery costs.
The context, the current file and the actual decision. All easy to find.
Back to the directory ↑Bring the client’s engagements and relationship history together. Leave useful context for the next person in the conversation.
Give deliverables a status and files a version history. Prepare the next round inside the agency, then publish when it is ready.
Tie approval to the version the client actually reviewed. Keep change requests and decisions with the work they refer to.
Give each client a secure place to find shared work, leave a decision and take care of invoices, without seeing your internal numbers.
From the first invoice line to the final payment confirmation.
Back to the directory ↑Turn the agreed work into an invoice you can review, issue and share. Keep creative fees and media on their own lines.
Offbeat supports invoicing, not tax filing or government e-invoicing.
See the workflowSet the monthly retainer schedule once. Generate invoices after the service period closes, with automatic card collection where supported and authorized.
Saved-card collection uses eligible Stripe connections. Xendit and bank transfers are paid per invoice.
See the workflowConnect your own Stripe or Xendit account and give clients a hosted checkout from their invoice. Keep confirmed payment activity close to the work.
Methods and currencies depend on gateway eligibility and activation. Own-account connections have no Offbeat transaction fee; Offbeat Payments adds 0.5% plus processor fees.
See the workflowLet clients upload a transfer receipt against an invoice. Your agency checks what arrived, then approves the payment or explains what needs correcting.
Full invoice payments only. New collection attempts and overdue reminders pause while proof awaits review.
See the workflowSee what needs attention and give the right people a way to act on it.
Back to the directory ↑Find the engagements contributing most, the clients showing risk and the accounts that may have room for more scope.
These are rules based on recorded activity, not AI churn predictions.
See the workflowCreate your agency workspace, set your home base and start bringing your real work into Offbeat. Your first 30 days are free, with no card required.
Invite the people who run your agency and give them an appropriate role. Keep the agency workspace and client access separate.
Give approvals, invoice reminders and payment decisions a clear next step. Keep track of updates in the workspace and through email.
One connected workspace.
A little more room to do your thing.
No card required. Yours to explore for 30 days.
