Accounts Receivable Template
Use this plug-and-play template to get started with Pipefy for Accounts Receivable and customize anything you want along the way.
Use this TemplateHow this template will make your work easier
This is why thousands of companies are choosing Pipefy
Standardized information
Standardize how you receive information from payer, amount due, payment installments, due date and whatever else you consider important! Stop arranging information together and save lots of time!
Control and reliability
Financial process errors can cause delays, penalties, internal clients’ disapproval and money squandering. But don’t worry any longer: with Pipefy, you build an error-proof process and never again misplace client invoice details.
More efficient than emails
Track the status of each invoice to be charged in an easy, effective way that enables you to improve your receivable process.
Control all soon-to-be charged invoices in a single place
From the invoice to the payment, Pipefy helps you make sure everything runs according to your standards
1
Backlog
All new invoices arrive here, complete with information about the product/service sold, payment and attachments.
2
1st collect attempt
Register the first attempt to collect invoice payments here.
3
Verification
During this step, indicate whether or not the payment was made and centralize relevant attachment, such as proof of payment.
4
2nd collection attempt
If a second attempt to collect is required, control it here so you can be sure all steps on the checklist are addressed.
5
Payment confirmed
When the payment is completed, you can archive it here.
6
Payment denied
If the payment didn’t work out, you can register the reason and archive it here.
Start processing your Accounts Receivable with Pipefy today
Use this TemplateSee how Accounts Receivable looks like in Pipefy
Watch the video and have a glimpse of how you’ll improve your work using Pipefy for Accounts Receivable
You’ll be in great company
Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:
Global Wireless Service Operator
Manages internal and external requests inside Pipefy.
Why they chose Pipefy:
- To maintain standardized, automated forms for information capture;
- Because the entire process is centralized in one tool;
- To ensure quick, independent implementation;
- Because it’s easy to use, which generates great team adoption.
Companies that reap the benefits of implementing Pipefy:
Integrate Pipefy with your favorite tools and apps
Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.
Read moreStart processing your Accounts Receivable with Pipefy today
Use this Template