Copper Pack Demo: Invoicing Workflow

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3. Approve Invoices

When an invoice has been created, the Project Manager can approve it before it gets sent out to the customer.

Once approved, the invoice is ready to be sent out on the

4. Send Invoices⁠

page.

How it works: Another view of

Opportunities⁠

, filtered to Status of “Won” and Invoice Status of ”Created”.

Enhancement ideas:

Notify the bookkeeper via the

Gmail⁠

Slack⁠

packs when there’s an approved invoice ready for them to send to the customer.

Use conditional formatting to highlight any jobs that belong to the currently logged-in user (PM.Person = User())

Invoices to Approve

Invoices to Approve

Opportunity

Company

Monetary Value

View on Copper

Invoice PDF

Approve

Alphazap

$104,483.92

View

Invoice.pdf

Approve

Rank

$33,785.30

View

Invoice.pdf

Approve

Otcom

View

Invoice.pdf

Approve

Stringtough

$9,848.58

View

Invoice.pdf

Approve

Opela

$36,246.45

View

Invoice.pdf

Approve

No results from filter

⁠

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