Add accepted proposals to client tracking sheet for bookkeeping
Add accepted proposals to client tracking sheet for bookkeeping
Your accepted proposals are unmanaged and delay invoicing and client onboarding for therapists. They're logged into a central sheet so billing and bookkeeping can begin same day.
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Overview
When accepted proposals aren’t captured, billing and onboarding stall and clients wait for invoices. This workflow records each accepted proposal into your central tracker immediately, enabling billing and bookkeeping to act the same day.