Copper Pack Demo: Invoicing Workflow
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Copper Pack Demo: Invoicing Workflow

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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
⁠
or
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
6
Not synced yet
Opportunity
Company
Monetary Value
View on Copper
PM
Tax Exempt
Invc #
Invoice PDF
Invoice Due
Share for PM Approval
Invoicing Notes from PM
1
It
Lynch Inc
$107,555.04
View
Nazanin Fathi
​
Share
Add $10k in overages for the additional request
2
Zamit
Ernser-Larson
$2,197.24
View
Nick Haffie-Emslie
​
Share
See email trail on Copper record for the latest agreement
3
Fixflex
Howell-Stokes
$50,759.98
View
Nazanin Fathi
​
Share
​
4
Redhold
Hagenes-Blanda
​
View
Nick Haffie-Emslie
​
Share
See email trail on Copper record for the latest agreement
5
Gembucket
Gleason, Turcotte and Pfeffer
$66,260.27
View
Nick Haffie-Emslie
​
Share
​
6
Ronstring
Thiel-Hodkiewicz
​
View
Nazanin Fathi
​
Share
​
7
Cardguard
Wilderman Inc
$48,900.81
View
Nazanin Fathi
​
Share
Check what the final overages came out to
8
Stronghold
Franecki-Ryan
$105,896.29
View
Nick Haffie-Emslie
​
Share
​
9
Y-Solowarm
Schuster, Corkery and Pollich
​
View
Nazanin Fathi
​
Share
Discount for first-time job
10
Tampflex
Little, Volkman and Bailey
$5,333.52
View
Nazanin Fathi
​
Share
​
No results from filter
⁠

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