Client billing
Invoice draft- Review
- Issuer, client, currency and agreed lines
- Document
- Not issued or sent
Check existing invoices before preparing new billing.
Follow the job into accounts. Keep the money clear.
Invoices and talent statements in Posa’s model and talent agency software are designed to connect agreed work with accounts review, while keeping client billing, received money and talent payments distinct.
Explore the accounts design. Live invoice issuance, statements and payments are still to come.
Juniper studio campaign · accounts handoverFictional example · finance design
The reviewed job
Maya Ellis & Nia James
13 November 2026 · GBP terms
Work and usage checked separately
Client receipts
Evidence needed- Deposit request
- Separate from money received
- Cash record
- No verified receipt in this example
A pending invoice or requested deposit is not cash.
Talent statement
Design estimate- Each talent
- Own fees, deductions and adjustments
- Payment
- No payout recorded
An entitlement or estimate is not money paid.
No combined balance or payable amount is calculated in this illustration.
Invoices and talent statements
Review the work before the paperwork.
Accounts needs the agreed terms, actual work and supporting records. A completed job is the start of that review, not proof that billing or payment has happened.
- Bring the approved work into reviewCheck work and usage lines for each person, the agreed currency, actuals and any explicitly agreed adjustments. Keep unclear expenses or hours assigned for follow-up.
- Check existing documents and depositsLook for existing booking invoices and separate deposit requests. Check received-money records and references before including any receipt in a review.
- Prepare the appropriate billing draftReview issuer and client billing details, purchase order, due date and currency. Existing billing may need an adjustment review rather than another full invoice.
- Review each talent’s position separatelyKeep fees, agreed deductions, expenses and any mother-agency share traceable to the relevant terms. Distinguish an estimate, entitlement, payment eligibility and an actual payout.
One job. Several different money questions.
Juniper’s fictional campaign uses GBP terms. Maya and Nia have their own commercial lines; their fees are not assumed to be equal. Accounts still needs to check the documents and payment records.
What should the client be billed?
Review the agreed work and usage, actuals and any approved adjustments. Retain the earlier billing record if one exists, with a clear reason for the proposed change.
What has actually been received?
Check the receipt evidence and which document it relates to. A deposit request, paid-looking label or invoice due date does not provide that evidence on its own.
What belongs on each talent’s statement?
Review the person’s own agreed fees, deductions and adjustments. A client receipt does not by itself prove a talent payout, and a statement estimate does not prove a final amount payable.
What if an invoice already exists or a deposit is marked paid?
Find the existing booking invoice before preparing another full draft. Compare the reviewed work with what was already billed, and pass any difference to an adjustment or credit review. Keep the earlier document readable; preparing a draft must not rewrite it.
A deposit request remains separate from an issued booking invoice and from cash received. Check the recorded receipt, currency and supporting reference, and resolve duplicate or unclear balances before using them. Any change to invoice currency also needs a reviewed rate, date and source; this page does not provide a live exchange rate or calculate tax.
Evaluate the accounts design with your own rules.
The wider product preview contains invoice-draft and adjustment-review designs. Talent statements remain illustrative projections. The private staff workspace saves linked business drafts; it is not a live invoicing, cash ledger or settlement service.
Private staff preview
Save linked talent, client, enquiry, package and booking drafts. The private-preview information explains the current workspace.
Workflow design
Invoice issuance, credits, receipt allocation, final talent entitlements, mother-agency settlement and payouts require the relevant accounting decisions and production services. No legal or tax treatment is established here.
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Three questions for your walkthrough.
Bring one representative agency job. Ask to see the ordinary path and what happens when a meaningful detail changes.
Can you trace every proposed charge?
Follow a work line, a usage line and an expense back to the agreed job and person. Ask how later changes preserve earlier billing.
Can you separate billing from cash?
Use a deposit request, an existing invoice and an unclear receipt. Ask what counts as issued value, what counts as received money and what still needs evidence.
Can you explain each talent’s statement?
Choose unequal fees and a mother-agency arrangement. Ask which agreed rules apply, what is estimated, what is eligible for payment and what was actually paid.
The details worth asking about.
Practical questions about this workflow and the limits of the current preview.
Is a prepared invoice draft an issued invoice?
No. A draft is material for accounts review. Preparing one does not issue or send an invoice, create a new debt, allocate a receipt or collect money.
Does a paid client invoice mean talent has been paid?
No. Client receipts and talent payouts are different records. A statement must distinguish agreed entitlement and payment eligibility from an actual recorded payout.
Are agency commission and mother-agency shares automatic?
The design calls for the agreed rules and calculation bases to be reviewed for each relevant person and line. It does not promise a universal rate, an equal split or an automatic settlement. Final settlement rules and accounting approval remain separate work.
Does Posa calculate tax or make payments today?
The private staff preview does not issue fiscal invoices, calculate an approved tax treatment, run a live cash ledger or pay talent. The public accounts journey explains the intended review; production accounting and payment services remain future work.