Copper Pack Demo: Invoicing Workflow

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This is a demo doc for the , showing how to use info from Copper to drive other business processes like invoicing.


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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