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Copper Pack Demo: Invoicing Workflow
  • Pages
    • Introduction
    • 1. Request Invoices
    • 2. Create Invoices
    • 3. Approve Invoices
    • icon picker
      4. Send Invoices
    • 5. Chase Payment
    • Past Jobs
    • Sync Tables
      • People
      • Companies
      • Opportunities
Copper Pack Demo: Invoicing Workflow
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4. Send Invoices
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4. Send Invoices

When an invoice has been approved, the Bookkeeper can send it out to the customer.
Once sent, the invoice can be tracked on the
5. Chase Payment
⁠
page.
How it works: Another view of
Opportunities
⁠
, filtered to Status of “Won” and Invoice Status of ”Approved”. The contact info for the customer’s primary contact is pulled in via formula PrimaryContact.[Work Emails].Email.
Enhancement ideas:
Use the
Gmail
⁠
pack to send the invoice to the customer right from Coda with automations and
HTML templates
⁠
⁠
Approved Invoices
Opportunity
View on Copper
PM
Invoice PDF
Primary Contact
Primary Contact Email
Mark as Sent
Copper icon
Fintone
View
Invoice.pdf
ypetracek4p@upenn.edu
Sent
Copper icon
Andalax
View
Invoice.pdf
ldikle4u@blogs.com
Sent
Copper icon
Home Ing
View
Invoice.pdf
ssmalles3e@google.it
Sent
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