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Create paid project records for operations and billing

Create paid project records for operations and billing

Paid HoneyBook projects go unlogged, leaving billing and scheduling without a single project record. It creates a project record in your base so operations and billing have context same day.

Create paid project records for operations and billing

Overview

When retainers clear, billing and schedulers need a single source of truth so work doesn't slip through the cracks. This flow captures paid project details into your projects base automatically, giving billing staff and operations accurate context the same day.

Create paid project records for operations and billing