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 Template
All new invoices arrive here, complete with information about the product/service sold, payment and attachments.
1st collect attempt
Register the first attempt to collect invoice payments here.
During this step, indicate whether or not the payment was made and centralize relevant attachment, such as proof of payment.
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.
When the payment is completed, you can archive it here.
If the payment didn’t work out, you can register the reason and archive it here.
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:
More Finance templates
So long, messy requests! Ensure standardization and control over purchasing orders.
Know each payment status, who’s responsible and never deal with delayed bills again.
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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 more