Closeout workflow
1. Show the finished work
Use a preview link, staging URL, screenshots, or limited export so the client can review the delivery.
2. Ask for sign-off
Have the client confirm the work is ready to close, or list final blockers before approval.
3. Confirm payment
Show the final balance, due date, payment method, and a place to add a payment reference.
Copyable release note
Hi {{client_name}},
The final delivery for {{project_name}} is ready for review:
{{link}}
The final package includes the completed deliverables listed on the handoff page.
Per our payment terms, I will release the final files after the remaining balance is completed or scheduled and the payment note is reviewed.
Final balance: {{amount}}
Due date: {{due_date}}
Payment terms: {{payment_terms}}
Thanks,
{{sender_name}}
{{business_name}}
Keep it fair
This works best when the final-file release rule is already in your proposal, contract, or statement of work. HandoffPay helps you make that closeout step visible and organized; it does not replace legal or accounting advice.
Make final file release part of the handoff.
Use HandoffPay to show delivery status, collect approval, confirm final balance, and review payment notes before release.