Copper Pack Demo: Invoicing Workflow

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Copper Pack Demo: Invoicing Workflow

2. Create Invoices

When an invoice has been requested for a job, the Bookkeeper can use the info below to create the invoice.

When done, they can upload a copy of the invoice for approval by the Project Manager on the

3. Approve Invoices⁠

page

How it works: For this table (which is once again a view of

Opportunities⁠

), we’ve filtered just to opportunities that have a Status of “Won”, and the Invoice Status of ”Requested”. Relevant information needed for the invoice is pulled in from related tables, for example the Tax Exempt status of the company, a custom field we defined in our Copper account).

Enhancement ideas:

Notify the listed Project Manager (which we’re pulling in from Copper) via the

Gmail⁠

Slack⁠

packs when there’s an invoice ready for their approval

Generate your invoices right inside of Coda, rather than using a 3rd-party solution

Projects Needing Invoices

Projects Needing Invoices

Not synced yet

Opportunity

Company

Monetary Value

View on Copper

Tax Exempt

Invc #

Invoice PDF

Invoice Due

Share for PM Approval

Invoicing Notes from PM

Lynch Inc

$107,555.04

View

Add $10k in overages for the additional request

Zamit

Ernser-Larson

$2,197.24

View

See email trail on Copper record for the latest agreement

Fixflex

Howell-Stokes

$50,759.98

View

Redhold

Hagenes-Blanda

View

See email trail on Copper record for the latest agreement

Gembucket

Gleason, Turcotte and Pfeffer

$66,260.27

View

Ronstring

Thiel-Hodkiewicz

View

Cardguard

Wilderman Inc

$48,900.81

View

Check what the final overages came out to

Stronghold

Franecki-Ryan

$105,896.29

View

Y-Solowarm

Schuster, Corkery and Pollich

View

Discount for first-time job

Tampflex

Little, Volkman and Bailey

$5,333.52

View

No results from filter

⁠

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