Accounts Receivable Free Template

#Finance & Procurement #portals #request management

Say goodbye to misplaced invoices, toggling between legacy systems, and dealing with delays or penalties. Grow a healthy cash flow by running an error-proof Accounts Receivable process and gain full control over collection attempts, payment verification and deadlines.

Ensure a healthy and up-to-date accounting system

With Pipefy’s Accounts Payable template, it’s easier to collect accurate and up-to-date information from other departments. Customize portals and forms to standardize what information you want to receive and centralize it in a single place, avoiding human error.

Gain full visibility over requests and monitor them through each step of the workflow. From data collection to payment validation, your standardized procedures will ensure a smooth accounting workflow. No more penalties, money squandering, or linering receipts and invoices.

Control each step of your Financial workflow

Get what you need

Operationalize how you receive information. Standardize your requests and save time!

Control and reliability

Gain full visibility of payment due dates, prioritize tasks and avoid delays.

Retire spreadsheets and emails

Track the status of each invoice to be charged in a way that enables you to improve your receivable process.

Set up your rules for invoice collection

Use this template to collect invoices from other departments or suppliers, ensuring that information is up-to-date and centralized in a single place.

Through service portals and public forms, the Finance team can set their own rules on how to collect data and guarantee that requests follow the same pattern every time.

Keep track of attempts, approvals and updates

Pipefy provides full visibility of the Accounts Payable process from the initial collect attempts to completed payments. Easily track due dates and priorities by adding customizable labels, alerts, or filters, and automate the sending of invoices to save time.

Follow standardized procedures in each step to make sure no detail is inaccurate or forgotten. Run validation checklists, add attachments, and hold the team accountable if payment is denied or archived by adding notes and feedback.

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Measure to improve

Use tailor-made Dashboards to track relevant indicators of the Accounts Receivable process, like the average amount of invoices, the expected amount for the month, total late amount, payment method distribution and others.

Keep up to date on your team’s performance, identify possible bottlenecks and explore optimization opportunities to achieve healthier financial operations!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.

No/low-code

Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Finance and Purchasing Teams love Pipefy

Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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Accounts Receivable Template

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