Gallery
Copper Pack Demo: Invoicing Workflow
Share
Explore
Pages

icon picker
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
Opportunity
View on Copper
PM
Invc #
Invoice Due
Days Aging
Mark as Paid
Primary Contact
Primary Contact Email
Copper icon
Bitchip
View
1281
1/4/2022
1316
Paid
cmaleck60@multiply.com
Copper icon
Gembucket
View
12390
1/20/2022
1300
Paid
rbaillie4f@phoca.cz
Copper icon
Toughjoyfax
View
12893
2/9/2022
1280
Paid
ovinas2w@bigcartel.com
Copper icon
Temp
View
12391
2/24/2022
1265
Paid
mkruschov5z@quantcast.com
Copper icon
Overhold
View
12392
6/23/2022
1146
Paid
cmoorcraft25@phpbb.com
No results from filter
⁠

Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.