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Copper Pack Demo: Invoicing Workflow
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1. Request Invoices

When a project has been completed and is ready to invoice, the Project Manager clicks Request.
The bookkeeper will then see it in the page.
How it works: This is a view of the table - just like most of the tables in this doc! They all have different filtering and different columns shown though, depending on the context. For this one, we’ve filtered just to opportunities that have a Status of “Won” (which we get from Copper), and the default Invoice Status of ”Not Yet Needed” (which lives in a hidden column we created). The “Request” button sets the Invoice Status to “Requested”.
Active Jobs
Opportunity
Company
Monetary Value
i
View on Copper
PM
Request an Invoice
Invoicing Notes from PM
Copper icon
Tempsoft
$17,586.62
View
Request
Copper icon
Home Ing
$72,787.73
View
Request
Copper icon
Zamit
$10,360.58
View
Request
Copper icon
Hatity
$35,333.75
View
Request
Copper icon
Opela
$113,334.46
View
Request
Copper icon
Mat Lam Tam
View
Request
Copper icon
Temp
$100,334.73
View
Request
Copper icon
Home Ing
$2,689.39
View
Request
Copper icon
Lotlux
$88,324.21
View
Request
Copper icon
Ventosanzap
$5,617.43
View
Request
Copper icon
Tres-Zap
$4,318.98
View
Request
Copper icon
Treeflex
$72,696.84
View
Request
Copper icon
Voltsillam
$1,977.05
View
Request
Copper icon
Vagram
View
Request
Copper icon
Gembucket
$55,822.83
View
Request
Copper icon
Tampflex
$57,423.20
View
Request
Copper icon
Konklab
$44,333.82
View
Request
Copper icon
Temp
$67,087.13
View
Request
Copper icon
Zontrax
$67,708.38
View
Request
Copper icon
Zontrax
$59,560.42
View
Request
Copper icon
Vagram
$31,024.04
View
Request
Copper icon
Konklab
$93,860.63
View
Request
Copper icon
Voltsillam
$94,546.45
View
Request
Copper icon
Mat Lam Tam
$63,693.21
View
Request
Copper icon
Namfix
$99,622.66
View
Request
Copper icon
Holdlamis
$62,082.15
View
Request
Copper icon
Tin
$80,602.72
View
Request
Copper icon
Duobam
$41,534.51
View
Request
Copper icon
Prodder
$100,013.64
View
Request
Copper icon
Alpha
$81,526.77
View
Request
Copper icon
Tres-Zap
$114,777.85
View
Request
Copper icon
Matsoft
$99,945.82
View
Request
Copper icon
Quo Lux
$53,458.16
View
Request
Copper icon
Domainer
$71,726.04
View
Request
Copper icon
Rank
$77,814.12
View
Request
Copper icon
Ventosanzap
$42,542.80
View
Request
Copper icon
Alphazap
$90,661.30
View
Request
Copper icon
Y-find
View
Request
Copper icon
Andalax
$47,713.95
View
Request
Copper icon
Fixflex
$98,573.94
View
Request
Copper icon
Matsoft
$39,259.29
View
Request
Copper icon
Aerified
$37,188.50
View
Request
Copper icon
Sonair
View
Request
Copper icon
Alpha
$76,024.21
View
Request
Copper icon
Domainer
$102,555.44
View
Request
Copper icon
Sub-Ex
$3,051.53
View
Request
Copper icon
Matsoft
$99,423.21
View
Request
Copper icon
Konklux
$27,021.00
View
Request
Copper icon
Sonsing
$5,929.94
View
Request
Copper icon
Stim
$30,199.87
View
Request
Copper icon
Ventosanzap
View
Request
Copper icon
Opela
$110,388.36
View
Request
Copper icon
Subin
$59,233.05
View
Request
Copper icon
Trippledex
$76,256.76
View
Request
Copper icon
Sub-Ex
$95,690.01
View
Request
Copper icon
Prodder
$51,627.68
View
Request
Copper icon
Duobam
$60,620.67
View
Request
Copper icon
Pannier
View
Request
Copper icon
Latlux
$35,104.90
View
Request
Copper icon
Fixflex
$90,972.80
View
Request
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