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Copper Pack Demo: Invoicing Workflow
Pages
Introduction
1. Request Invoices
2. Create Invoices
3. Approve Invoices
4. Send Invoices
5. Chase Payment
Past Jobs
Sync Tables
People
Companies
Opportunities
Copper Pack Demo: Invoicing Workflow
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Past Jobs
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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)
Opportunity
Company
PM
Invc #
View on Copper
Opportunity
Company
PM
Invc #
View on Copper
Bitchip
Deckow Group
1281
View
Toughjoyfax
Gleason, Turcotte and Pfeffer
12893
View
Gembucket
Schulist, Fisher and Moore
12390
View
Overhold
Schmeler and Sons
12392
View
Temp
Wilkinson, Kassulke and Lang
12391
View
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