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Task #320

closed

Reconcile payments received this week

Task #320: Reconcile payments received this week

Added by Emily Underwood 6 months ago. Updated 2 months ago.

Status:
Closed
Priority:
Normal
Assignee:
Emily Underwood
Category:
Invoicing
Start date:
05/04/2026
Due date:
05/15/2026
% Done:

100%

Estimated time:
Spent time:
38:30 h
Client:
Contacts:
Samuel Tanaka
Deals:
Invoices:
#INV-2026-0146 (Draft): $2,600.00 (Samuel Tanaka)
Orders:
Products:
Tags:
regression security

Description

Invoices are created in Invoices from the tracked time; send them with the standard template.

Acceptance criteria

  • Reviewed by a second team member
  • Documentation is updated

Related issues 1 (1 open — 0 closed)

Related to Contacts - Deal follow-up #288: Reference call for Helix HealthIn ProgressEmily Underwood09/04/202610/05/2026

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