Communications
Activity timeline, email, and quick logging for Morris Poole
Send Email
Quick Log Activity
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doc received
Document received: IMG_2416.jpeg
system
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Downloaded from email ([email protected]), category: other
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payment received
Payment received via Square (#001905)
system
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Client: Morris Poole, Amount: $100.00
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payment received
Payment received via Square (#001825)
system
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Client: Morris Poole, Amount: $50.00
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doc received
Document received: Client Questionnaire- fillable.pdf
system
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Downloaded from email ([email protected]), category: questionnaire
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note
[Claude]
BRITT
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Balance set to $800 (was null). Quote $850, paid $50.
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payment
Payment
BRITT
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retainer payment recorded: $50.00 (square)
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note
Retainer
BRITT
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Retainer paid
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payment
Payment
BRITT
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$50 received (total: $50)
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note
Note
BRITT
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Square payment received - Invoice #001825
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status change
Status Change
BRITT
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Awaiting Signature → Retained
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note
Retainer
BRITT
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Retainer signed