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- Freelancer Project Tracker
- Connections
Connections
Plan invoice, banking and document handoffs around the engagement record.
- Freelancer Project Tracker
- Invoice delivery
- Banking
- Document storage
- Identity
Systems to connect
- Invoice delivery. Use a separately configured invoicing channel to send the invoice that a milestone payment represents.
- Banking. Match received money to the payment record before marking it Received.
- Document storage. Keep contract, deliverable and receipt UR ls linked through record attachments.
- Identity. Map your team’s sign-in accounts to the access roles used for delivery and billing.
How connections are governed
Name an owner for each handoff and agree which system supplies the invoice number, payment date and file URL. Rehearse a duplicate or disputed payment before go-live. Keep source references on the affected records and check operation receipts for the configured billing and receipt actions.
Set up Freelancer Project Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.