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Update project record and add payment confirmation row

Update project record and add payment confirmation row

Your project billing rows miss checkout payment status, stalling onboarding and delivery planning. It marks the record paid and adds a payment row so managers can act same day.

Update project record and add payment confirmation row

Overview

When checkout completes, project teams often can't start because billing status isn't reflected in their workbook. This workflow updates the project row and appends a payment ledger entry so managers can begin onboarding and schedule deliverables the same day.

Update project record and add payment confirmation row