Send retainer invoice and update project status record
Send retainer invoice and update project status record
Your retainer invoices and project status are out of sync after quote approval. This sends the latest retainer, enables payment options, and updates records so teams can proceed same day.
Overview
When a quote is approved, this flow immediately finds and sends the latest retainer invoice to the customer and writes the result back into your records. That eliminates manual handoffs and lets billing and engineering start work the same day.