Update quotes from new accounting invoices for projects
Update quotes from new accounting invoices for projects
Accounting invoices left unlinked make project quotes outdated, leaving managers without billing amounts. Updates quote rows with invoice numbers and amounts so teams act on billing within minutes.
Overview
Stop losing billing context between finance and projects by linking new invoices back to quote records so project managers and billing staff always see invoice numbers and amounts beside deliverables. This creates immediate visibility and surfaces settled invoices within minutes for faster follow-up and project closeout.