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Create paid deposit records and notify project team

Create paid deposit records and notify project team

Your intake forms sometimes arrive without a recorded deposit, leaving project and invoice records incomplete. You can start projects same day with updated records and team alerts.

Create paid deposit records and notify project team

Overview

When a deposit comes in, the manual housekeeping that follows—updating spreadsheets, invoicing and telling the team—eats hours and risks missed handoffs. This flow records the payment, creates the invoice and updates CRM and payments ledgers so billing and project coordinators can start work the same day.

Create paid deposit records and notify project team