Accounts Receivable
Template
Pipefy’s Free Accounts Receivable Template allows your company to have a single standardized channel so all your company’s departments may request invoices to be charged.
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Template structure
See how this template is structured. As this is just an example, you can customize it.
1st Billing Attempt
It’s time to determine the payment method and date.
- Payment date
- Payment method
- Bank transfer
- Credit card
- Debit card
- Cash
- Personal check
- Bitcoin
- Paypal
- Other
- Contact name
- Contact email
- Contact phone
- Email notification
- When should the payment be made?
Verification
Was the payment received within the pre-determined conditions?
- 1. Have you received payment confirmation?
- 2. If yes, attach the proof of payment
2nd Billing Attempt
If the payment wasn’t confirmed on the first attempt, get in touch with the customer!
- Checklist
- Notify customer by email (if the bill hasn’t been paid)
- Notify customer by phone (if the bill hasn’t been paid)
- Make new billing attempt
- Was the payment confirmed?
- If the payment wasn’t received, what action will be taken?
Payment Confirmed
Done! Money in your pocket!
Payment Denied
No good, payments denied!
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