Update job payment status for scheduled draw jobs
Update job payment status for scheduled draw jobs
Your CRM deals with pending payments lack synced receipt dates, stalling billing and job closeout. It updates the team spreadsheet so billing sees current job payment status same day.
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Overview
When payment draw updates land in CRM without synced receipt dates, billing and project teams stall and invoicing gets delayed. This workflow keeps your shared tracking sheet current so billing and coordinators see updated job payment receipts same day.