JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Gallery
Copper Pack Demo: Invoicing Workflow
Share
Explore
Gallery
Copper Pack Demo: Invoicing Workflow
Introduction
1. Request Invoices
2. Create Invoices
3. Approve Invoices
4. Send Invoices
5. Chase Payment
Past Jobs
Sync Tables
People
Companies
Opportunities
Past Jobs
Archive of past jobs whose invoice has been paid.
How it works: Another view of
Opportunities
, filtered to
Status
of “Won” and
Invoice Status
of ”Paid”.
Past Jobs (Paid)
Past Jobs (Paid)
6
Not synced yet
Opportunity
Company
PM
Invc #
View on Copper
Opportunity
Company
PM
Invc #
View on Copper
1
Bitchip
Deckow Group
1281
View
2
Toughjoyfax
Gleason, Turcotte and Pfeffer
12893
View
3
Gembucket
Schulist, Fisher and Moore
12390
View
4
Overhold
Schmeler and Sons
12392
View
5
Temp
Wilkinson, Kassulke and Lang
12391
View
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 (
Ctrl
P
) instead.