Send deposit request email and share client folder link
Send deposit request email and share client folder link
Deposit invoices without a payment prompt leave project coordinators unable to confirm field work. Automate the request and share the folder so deposits arrive and teams are booked same day.
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Overview
Deposit invoices that don’t trigger a clear client prompt keep crews idle and slow down project starts. This workflow sends a deposit request, shares the project folder, and CCs billing within minutes so coordinators can confirm field work same day.