Update project cards after final payment for handoff
Update project cards after final payment for handoff
Your project cards miss payment context when final invoices are recorded externally, causing handoff confusion. You get updated card status and payment fields so teams can complete handoffs same day.
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Overview
When final payments clear outside your project board, handoffs often stall and deliverables slip. This workflow writes payment date and invoice references to the matching project card so project managers and billing can complete handoffs same day.