Skip to content
i
1. Request Invoices
When a project has been completed and is ready to invoice, the Project Manager clicks Request.
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
View on Copper
PM
Request an Invoice
Invoicing Notes from PM
Tempsoft
Runolfsson LLC
$17,586.62
View
Request
Home Ing
Hagenes, Pouros and Moen
$72,787.73
View
Request
Zamit
Hahn Inc
$10,360.58
View
Request
Hatity
Hoeger LLC
$35,333.75
View
Request
Opela
Langosh, Wisozk and Hermann
$113,334.46
View
Request
Mat Lam Tam
O'Reilly-Upton
View
Request
Temp
Hettinger LLC
$100,334.73
View
Request
Home Ing
Gleason, Turcotte and Pfeffer
$2,689.39
View
Request
Lotlux
Boyle-Murazik
$88,324.21
View
Request
Ventosanzap
Runolfsson LLC
$5,617.43
View
Request
Tres-Zap
Hahn Inc
$4,318.98
View
Request
Treeflex
Franecki-Ryan
$72,696.84
View
Request
Voltsillam
Little, Volkman and Bailey
$1,977.05
View
Request
Vagram
Kub, Wyman and Kilback
View
Request
Gembucket
Zieme and Sons
$55,822.83
View
Request
Tampflex
Prosacco-Reichel
$57,423.20
View
Request
Konklab
Mayert Group
$44,333.82
View
Request
Temp
Hettinger-Rowe
$67,087.13
View
Request
Zontrax
Reichel LLC
$67,708.38
View
Request
Zontrax
Oberbrunner-Kunze
$59,560.42
View
Request
No results from filter
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.