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Create project from paid invoice and notify ops

Create project from paid invoice and notify ops

Your paid invoices include project or membership items but manual project creation leaves orders unassigned and delays dispatch. It creates a project and alerts your ops coordinators so work starts same day.

Create project from paid invoice and notify ops

Overview

Manually creating projects from paid invoices creates handoffs and slows delivery. Turn paid orders into project records, shared folders, and ops notifications automatically so coordinators can dispatch work and customers receive next steps same day.

Create project from paid invoice and notify ops