How to Document Custom Service Approval Before Delivery
A practical approval workflow for freelancers, agencies, remote tech providers and consultants.
How to Document Custom Service Approval Before Delivery
Custom service work creates disputes when the client expects more than the seller agreed to deliver. A lightweight approval workflow keeps the scope clear without slowing every small task.
Write the scope in buyer language
Avoid internal project language. The buyer should see the result they are approving, the number of revisions and the delivery format.
- Service summary
- Included deliverables
- Revision limit
- Client responsibilities
Use approval checkpoints
Longer projects should use milestone approvals. This prevents final delivery from becoming the first time the client says something is wrong.
- Initial scope confirmation
- Milestone approval
- Final delivery confirmation
- Change request confirmation
Connect approval to payment
For EcomTrade24 Pay merchants, approval pages can be paired with payment links. The client approves the milestone, then receives the next payment request.
- Approve work
- Send payment link
- Continue next phase
- Store the approval record
Final checklist
Custom work needs approval records, not only chat messages.
Use EcomTrade24 Confirm when the next sale needs a written buyer record before delivery. It works best when combined with clear product pages, transparent refund terms and clean post-purchase communication.