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Copper Pack Demo: Invoicing Workflow
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Copper Pack Demo: Invoicing Workflow
Introduction
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
Past Jobs
Sync Tables
Sync Tables
Introduction
NH
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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Related Categories
Finance
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