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Create project card from new client invoice for intake

Create project card from new client invoice for intake

Your new invoices sit in accounting without project context, leaving project managers unable to triage work or confirm scope. Cards are created automatically to give PMs invoice context and start tasks same day.

Create project card from new client invoice for intake

Overview

Invoices often live only in accounting, which leaves PMs scrambling for scope and delays onboarding. This links each new invoice to an intake card so project managers get billing context and can begin work the same day.

Create project card from new client invoice for intake