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Update project board status when invoice marked paid

Update project board status when invoice marked paid

Your project board lacks payment status, so teams can’t confirm revenue before delivery. Updating items when invoices are paid gives project managers payment visibility before the next milestone.

Update project board status when invoice marked paid

Overview

Stop relying on manual checks to discover paid invoices—those delays hold up deliveries and reconciliation. This workflow marks production items as paid as soon as invoices clear, giving project managers and billing staff payment visibility within minutes so handoffs happen on schedule.

Update project board status when invoice marked paid