Update project stage and move client files on payment
Update project stage and move client files on payment
Payments arrive without updating project tasks, leaving client folders in prospect status and slowing onboarding. You get tasks updated and files moved so onboarding starts same day.
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Overview
When a client pays, your onboarding should start, not stall—this wires payment events to project and file changes so coordinators stop chasing manual updates. Expect tasks marked paid and client folders moved within minutes so onboarding proceeds same day.