Update job to Invoiced and alert design team
Update job to Invoiced and alert design team
Your consultation invoices lack a clear billing status, causing design backlog and missed follow-ups. You get invoice status updated and overdue alerts so design can follow up within one day.
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Overview
When consultation invoices are sent but not tracked, design work can stall and follow-ups slip. This workflow marks the job as invoiced and surfaces unpaid consults to design so sales ops and design leads can act within one day and avoid stalled starts.