Send fee payment links to client from project board
Send fee payment links to client from project board
Your project board updates that need client payments slow billing and trigger manual follow-up. You get payment links to clients and set project status automatically, so fees are requested same day.
Overview
When a project item requires client payment, your small project teams often get bogged down in manual billing messages and missed follow-up. This workflow sends payment links to the client, copies the project owner, and moves the item to awaiting-payment, so fees are requested same day and your operations team spends less time chasing payments.