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Create paid project event in your operations database

Create paid project event in your operations database

Paid project handoffs lack a tracked event, causing scheduling and invoicing gaps for coordinators. It creates event records so billing and ops can act same day.

Create paid project event in your operations database

Overview

When a client pays a retainer you need booking and billing details captured without manual entry. This workflow creates event records with contact and date information so billing and operations can schedule and invoice same day.

Create paid project event in your operations database