Send project lead notification when invoice payment posts
Send project lead notification when invoice payment posts
You lose project context when paid invoices aren't shared with the project lead, causing closure delays and extra back-and-forth. Leads get payment context so they can close projects same day.
Overview
When paid invoices aren't pushed to project teams, closure stalls and coordinators chase status manually. This workflow delivers payment context to the assigned project lead within minutes, letting project managers close or update projects same day and cutting billing friction.