Update client records and spreadsheets after retainer payment
Update client records and spreadsheets after retainer payment
Unrecorded retainer payments leave client profiles and finance sheets out of sync, delaying invoicing and intake. This keeps records current and tags updated for billing and onboarding within minutes.
Overview
Missed or unrecorded retainers create reconciliation friction and slow client intake—especially for small finance teams. This flow applies payment tags, posts a manager webhook, and updates your master workbook so billing and intake teams see accurate status within minutes.