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Copper Pack Demo: Invoicing Workflow
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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
2. Create Invoices
⁠
page.
How it works: This is a view of the
Opportunities
⁠
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
6
Not synced yet
Opportunity
Company
Monetary Value
View on Copper
PM
Request an Invoice
Invoicing Notes from PM
1
Tempsoft
Runolfsson LLC
$17,586.62
View
Nick Haffie-Emslie
Request
​
2
Home Ing
Hagenes, Pouros and Moen
$72,787.73
View
Nick Haffie-Emslie
Request
​
3
Zamit
Hahn Inc
$10,360.58
View
Nazanin Fathi
Request
​
4
Hatity
Hoeger LLC
$35,333.75
View
Nazanin Fathi
Request
​
5
Opela
Langosh, Wisozk and Hermann
$113,334.46
View
Nazanin Fathi
Request
​
6
Mat Lam Tam
O'Reilly-Upton
​
View
Nick Haffie-Emslie
Request
​
7
Temp
Hettinger LLC
$100,334.73
View
Nick Haffie-Emslie
Request
​
8
Home Ing
Gleason, Turcotte and Pfeffer
$2,689.39
View
Nick Haffie-Emslie
Request
​
9
Lotlux
Boyle-Murazik
$88,324.21
View
Nazanin Fathi
Request
​
10
Ventosanzap
Runolfsson LLC
$5,617.43
View
Nick Haffie-Emslie
Request
​
11
Tres-Zap
Hahn Inc
$4,318.98
View
Nick Haffie-Emslie
Request
​
12
Treeflex
Franecki-Ryan
$72,696.84
View
Nazanin Fathi
Request
​
13
Voltsillam
Little, Volkman and Bailey
$1,977.05
View
Nick Haffie-Emslie
Request
​
14
Vagram
Kub, Wyman and Kilback
​
View
Nazanin Fathi
Request
​
15
Gembucket
Zieme and Sons
$55,822.83
View
Nick Haffie-Emslie
Request
​
16
Tampflex
Prosacco-Reichel
$57,423.20
View
Nick Haffie-Emslie
Request
​
17
Konklab
Mayert Group
$44,333.82
View
Nazanin Fathi
Request
​
18
Temp
Hettinger-Rowe
$67,087.13
View
Nick Haffie-Emslie
Request
​
19
Zontrax
Reichel LLC
$67,708.38
View
Nick Haffie-Emslie
Request
​
20
Zontrax
Oberbrunner-Kunze
$59,560.42
View
Nick Haffie-Emslie
Request
​
21
Vagram
Harris and Sons
$31,024.04
View
Nazanin Fathi
Request
​
22
Konklab
Dietrich-Rempel
$93,860.63
View
Nazanin Fathi
Request
​
23
Voltsillam
Schoen-Weissnat
$94,546.45
View
Nazanin Fathi
Request
​
24
Mat Lam Tam
Renner, Goyette and Bogan
$63,693.21
View
Nick Haffie-Emslie
Request
​
25
Namfix
Lynch Inc
$99,622.66
View
Nick Haffie-Emslie
Request
​
26
Holdlamis
Pacocha, Nikolaus and Lynch
$62,082.15
View
Nazanin Fathi
Request
​
27
Tin
Blanda-Vandervort
$80,602.72
View
Nazanin Fathi
Request
​
28
Duobam
Oberbrunner-Kunze
$41,534.51
View
Nick Haffie-Emslie
Request
​
29
Prodder
Prosacco-Reichel
$100,013.64
View
Nazanin Fathi
Request
​
30
Alpha
Stoltenberg-Wisoky
$81,526.77
View
Nick Haffie-Emslie
Request
​
31
Tres-Zap
Crona-Ortiz
$114,777.85
View
Nick Haffie-Emslie
Request
​
32
Matsoft
Ruecker LLC
$99,945.82
View
Nazanin Fathi
Request
​
33
Quo Lux
Hahn Inc
$53,458.16
View
Nazanin Fathi
Request
​
34
Domainer
Bradtke Group
$71,726.04
View
Nick Haffie-Emslie
Request
​
35
Rank
Langosh, Wisozk and Hermann
$77,814.12
View
Nick Haffie-Emslie
Request
​
36
Ventosanzap
Lind, Wintheiser and Pfeffer
$42,542.80
View
Nick Haffie-Emslie
Request
​
37
Alphazap
Bradtke Group
$90,661.30
View
Nick Haffie-Emslie
Request
​
38
Y-find
Torp-Weissnat
​
View
Nazanin Fathi
Request
​
39
Andalax
Renner, Goyette and Bogan
$47,713.95
View
Nazanin Fathi
Request
​
40
Fixflex
Schamberger, Bogan and Leuschke
$98,573.94
View
Nick Haffie-Emslie
Request
​
41
Matsoft
Howell-Stokes
$39,259.29
View
Nazanin Fathi
Request
​
42
Aerified
Jast-Bahringer
$37,188.50
View
Nick Haffie-Emslie
Request
​
43
Sonair
Schamberger, Bogan and Leuschke
​
View
Nick Haffie-Emslie
Request
​
44
Alpha
Little, Lehner and Hessel
$76,024.21
View
Nick Haffie-Emslie
Request
​
45
Domainer
Deckow Inc
$102,555.44
View
Nick Haffie-Emslie
Request
​
46
Sub-Ex
Mayert Group
$3,051.53
View
Nazanin Fathi
Request
​
47
Matsoft
Konopelski-Huel
$99,423.21
View
Nick Haffie-Emslie
Request
​
48
Konklux
Schowalter, Pfannerstill and Keeling
$27,021.00
View
Nazanin Fathi
Request
​
49
Sonsing
Volkman-Mills
$5,929.94
View
Nazanin Fathi
Request
​
50
Stim
McGlynn-White
$30,199.87
View
Nazanin Fathi
Request
​
51
Ventosanzap
Walter Group
​
View
Nazanin Fathi
Request
​
52
Opela
McCullough Inc
$110,388.36
View
Nick Haffie-Emslie
Request
​
53
Subin
Thiel-Hodkiewicz
$59,233.05
View
Nick Haffie-Emslie
Request
​
54
Trippledex
Satterfield Group
$76,256.76
View
Nazanin Fathi
Request
​
55
Sub-Ex
McCullough Inc
$95,690.01
View
Nick Haffie-Emslie
Request
​
56
Prodder
Botsford Group
$51,627.68
View
Nazanin Fathi
Request
​
57
Duobam
Torp-Weissnat
$60,620.67
View
Nazanin Fathi
Request
​
58
Pannier
Bradtke Group
​
View
Nick Haffie-Emslie
Request
​
59
Latlux
Schmitt-Koss
$35,104.90
View
Nazanin Fathi
Request
​
60
Fixflex
Franecki-Ryan
$90,972.80
View
Nick Haffie-Emslie
Request
​
No results from filter
⁠
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