This is a demo doc for the , showing how to use info from Copper to drive other business processes like invoicing. Background
This doc helps you manage an invoice tracking & approval process. In our imaginary company, the process looks like this:
A job is finished, and the project manager requests that an invoice be created The bookkeeper creates an invoice for the job The project manager approves the invoice The bookkeeper sends the invoice to the customer The bookkeeper follows up with the customer if they’re late in paying
You can customize the workflow to whatever processes you use - whether for invoicing, or anything else.