Copper Pack Demo: Invoicing Workflow

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Copper Pack Demo: Invoicing Workflow

Introduction

1. Request Invoices

1. Request Invoices

2. Create Invoices

2. Create Invoices

3. Approve Invoices

3. Approve Invoices

4. Send Invoices

4. Send Invoices

5. Chase Payment

5. Chase Payment

Past Jobs

Sync Tables

Introduction

Nick Haffie-Emslie

This is a demo doc for the

Copper Pack for Coda

⁠

, 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.

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