Keep project managers' billing cards updated with payments

Project managers miss final payments, causing billing mismatches and delayed closeouts. This updates project and sales cards with payment date and invoice number, so records and collection status stay aligned.

Overview

Missed final payments create billing mismatches and delay project closeouts, exposing finance and project managers to reconciliation headaches. This workflow ensures payment dates and invoice numbers appear on project and sales cards, eliminating reconciliation gaps and keeping collection status accurate so teams close projects with confidence.

Notable Features

Update project cards with payments
Insert invoice numbers on cards
Notify finance and project managers