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Accounts Receivable Free Template

Improve your financial process with this Accounts Receivable Template. 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.

Keep your accounting system up-to-date

With Pipefy’s Accounts Receivable Template, it’s easier to collect accurate and updated 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 lingering receipts and invoices.

Try Pipefy's Accounts Receivable Template

Get what you need

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

Don't miss any due date

Set alerts, labels, and automate notifications to keep your process flowing. Gain full visibility into payment due dates, prioritize tasks, and avoid delays.

Improve everyday

Extract real-time data to enhance your account receivable process continuously.

Control each step of your financial workflow

Collect and organize invoices with Pipefy’s Accounts Receivable Template. You can count on resources such as forms and portals to gather all the information you need, creating an seamless experience for suppliers and departments.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to everyone in your team.

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This template is flexible, so you can modify the Kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your process.

Work better and faster

If you are looking for an Accounts Receivable Template, try Pipefy’s solution now.

This is a jumpstart on frameworks requiring standardization and streamlined communication. Create checklists and your own evaluation criteria. Customize your Kanban board with the information you need to deliver compelling work.

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Improve what you can

Pipefy’s Accounts Receivable Template comes with a dashboard that extracts real-time data from your process, turning it into charts that help you track relevant indicators: like the average amount of invoices, expected invoices for the month, total late amount, payment method distribution, and more.

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.


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.

Connect Pipefy to your favorite software with ease

Finance and Purchasing Teams love Pipefy

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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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