Accounts Payable

Template

Pipefy’sĀ Free Accounts Payable Template allows your company to have a centralized and integrated channel for all your payment requests. Make your financial department’s life a lot easier with this simple to use, intuitive and free template.

 

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Screening

This is where all incoming invoices arrive – screen and assign them to the person responsible for authorising their payment.

  • 1. Responsible for authorizing

  • 2. Due date

  • 3. Contact name

  • 4. Contact email

  • 5. Contact phone

  • 6. Auto assign a team member to this phase

Payment

Approved payments waiting to be processed. Determine the preferred payment method and date.

  • 1. Payment method

    • Credit card
    • Debit card
    • Cash
    • Personal check
    • Bitcoin
    • Paypal
    • Other
  • 2. Payment date

Paid

Processed payments, all done!

Cancelled Payments

Rejected payments.

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