Skip to content
Log inSign up
Templates
Update client record when project moves to paid

Update client record when project moves to paid

Your paid projects leave client records incomplete, delaying invoicing and follow-up. It updates client profiles with product type and payment date so billing and follow-up happen same day.

Update client record when project moves to paid

Overview

When a project flips to paid, your client records should be ready for reconciliation and outreach. This flow parses the project title, stamps the payment date, and keeps your billing list current so invoices and follow-ups complete the same day.

Update client record when project moves to paid