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

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5. Chase Payment

The Bookkeeper can use this page to track invoices that have been sent out, and follow up with customers when invoices are overdue.
Once paid, jobs are retired to the
Past Jobs
⁠
page
How it works: Another view of
Opportunities
⁠
, filtered to Status of “Won” and Invoice Status of ”Sent”. Conditional formatting on the Days Aging column alerts us to overdue invoices.
Enhancement ideas:
Use the
Gmail
⁠
pack and automations to send automatic follow-ups to the customer reminding them about overdue payments (perhaps with a “do not bother” checkbox column, for finer-grained control over who gets nudged)
Outstanding Invoices
6
Not synced yet
Opportunity
View on Copper
PM
Invc #
Invoice Due
Days Aging
Mark as Paid
Primary Contact
Primary Contact Email
1
Bitchip
View
Nick Haffie-Emslie
1281
1/4/2022
945
Paid
Gweneth Maleck
cmaleck60@multiply.com
2
Gembucket
View
Nick Haffie-Emslie
12390
1/20/2022
929
Paid
Rosie Baillie
rbaillie4f@phoca.cz
3
Toughjoyfax
View
Nick Haffie-Emslie
12893
2/9/2022
909
Paid
Schuyler Vinas
ovinas2w@bigcartel.com
4
Temp
View
Nazanin Fathi
12391
2/24/2022
894
Paid
Carmelia Kruschov
mkruschov5z@quantcast.com
5
Overhold
View
Nazanin Fathi
12392
6/23/2022
775
Paid
Ellwood Moorcraft
cmoorcraft25@phpbb.com
No results from filter
⁠

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