Mark project invoices paid when payment posts to tracker
Mark project invoices paid when payment posts to tracker
Your project invoices lack payment updates in the project database, delaying forecasting and client billing. Keep records current so managers can reconcile and bill same day.
Overview
When payments post in your accounting system, project teams often don't see status updates and forecasting stalls. This workflow writes payment totals back into your project invoices so managers and billing coordinators can reconcile and bill clients the same day.