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Update payment plan rows from signed documents in sheet

Update payment plan rows from signed documents in sheet

Your signed agreement rows and payment plan spreadsheet can fall out of sync, delaying invoicing and program billing. Keep billing records accurate so invoices are ready the same day.

Update payment plan rows from signed documents in sheet

Overview

Signed agreements and your payment worksheet must line up so billing isn't delayed. This flow routes signed rows into the payment plan sheet and updates matching records, so billing staff can prepare invoices the same day.

Update payment plan rows from signed documents in sheet