Archive canceled projects and update retained invoice items
Archive canceled projects and update retained invoice items
When a project is cancelled, your project board and retained invoice items can desynchronize, causing billing confusion. Keep invoice and forecast entries accurate for same-day reconciliation.
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Overview
Cancellations often leave retained invoices and forecasts out of step with reality, creating reconciliation drag for billing and analytics. This flow ties project status changes directly to retained invoice and forecast updates so your operations and billing teams see reconciled records within minutes of a status change.