Calculate and update survey fees on project items
Calculate and update survey fees on project items
Your survey pricing entries lack accurate totals when manual updates happen, causing invoice delays and payout mismatches. Keep fee totals and consultant splits current so invoices and payout notes are ready same day.
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Overview
Manual fee calculations eat time and risk delayed invoices for small survey practices. This flow gives your billing process instant, auditable fee totals and consultant splits so invoices and payout notes are ready the same day.