Mark client deposit received on project management cards
Mark client deposit received on project management cards
Your project cards lack deposit status, causing crews and vendors to pause on production. Teams see cleared deposits same day when the project card and invoice tracker are updated.
Overview
When deposits land in your accounting system, your production team needs a clear signal to start work; otherwise, shoots stall waiting for manual confirmation. This workflow marks project cards and updates invoice records within minutes so crews and billing act the same day.