SOWs, invoices & scorecards
Track scope, deliverable quotas, rate-card snapshots, invoices, and partner scorecards.
Statements of Work (AgencySOW) record the scope, deliverable quotas, payment milestones, IP ownership, and frozen rate-card snapshot you agreed; Agency Invoices are logged and approved against them so billed value is tracked against contracted scope.
1
Create & sign the SOW
In the agency’s Financials tab, record the SOW number, dates, total budget, deliverables (with quantities and due dates), payment milestones, IP ownership (Client, Agency, Joint, or Work for Hire), and rate-card snapshot. Route from Draft → Pending Signature → Active.
2
Log & approve invoices
Add agency invoices with line items linked to projects and creatives, tax/discount amounts, and private invoice file uploads. Invoices follow a server-owned lifecycle: Draft → Sent → Pending → Approved → Paid (or Disputed / Overdue).
3
Review scorecard & conflicts
On the Overview tab, rate partner delivery across quality, timeliness, and responsiveness, and maintain the Conflict Register so competing brand commitments are visible before work is assigned.
Note. Media buying invoices reconciled through the Media Ledger are excluded from general agency overhead spend in Budget Reconciliation so the same invoice is never double-counted.