Checklist

Website handoff checklist before final payment.

Use this checklist when the site is ready for review, the client needs one clear approval point, and the final balance should be completed before final files or ownership details are released.

Copyable checklist

Website handoff checklist for {{project_name}} Client: {{client_name}} Final balance: {{amount}} Due date: {{due_date}} Payment terms: {{payment_terms}} Review link: {{link}} 1. Delivery review - Final site or staging link is ready. - Key pages have been checked on desktop and mobile. - Any known limitations are listed clearly. 2. Client approval - Client confirms the delivered work matches the agreed scope. - Client lists any final blockers before sign-off. - Client acknowledges that new changes after sign-off may require a new scope. 3. Final payment - Final balance is visible. - Payment method is included. - Client can submit a short payment note after paying or scheduling payment. 4. File and access release - Final files, credentials, or transfer steps are listed. - Release timing is tied to payment confirmation. - Both sides know what happens after approval.

Why this helps

It reduces ambiguity

The client sees the delivery, the remaining balance, and the next action in one place.

It protects the handoff

Approval and final payment are connected before files, credentials, or ownership details move.

It keeps tone professional

The conversation stays about closing the project, not chasing an overdue invoice.

Use one link for review, approval, and final payment status.

HandoffPay turns this checklist into a client page with sign-off, balance acknowledgement, payment links, and payment-note review.