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Copper Pack Demo: Invoicing Workflow
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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
⁠
or
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
6
Not synced yet
Opportunity
Company
Monetary Value
View on Copper
PM
Invoice PDF
Approve
1
Alphazap
Bailey-Simonis
$104,483.92
View
Nick Haffie-Emslie
Invoice.pdf
Approve
2
Rank
Crona-Ortiz
$33,785.30
View
Nazanin Fathi
Invoice.pdf
Approve
3
Otcom
Bradtke Group
​
View
Nazanin Fathi
Invoice.pdf
Approve
4
Stringtough
Renner, Goyette and Bogan
$9,848.58
View
Nick Haffie-Emslie
Invoice.pdf
Approve
5
Opela
Stiedemann Group
$36,246.45
View
Nick Haffie-Emslie
Invoice.pdf
Approve
No results from filter
⁠

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