Why use the Accounts Receivable Template?
- Centralizes all your billing requests in one place
- Ensures that all billing requests are filed with the required information for proper follow up conditions
- Allows you to track all the steps of the process, ensuring all billings are properly taken care of (with more than one attempt, if necessary), all payments are checked and the confirmations are forwarded to the requesting departments
Accounts Receivable Start Form
- Company name
- Amount due
- Invoice (attachment)
1st Billing Attempt
We have already issued an invoice for our product/service, now it’s time to determine the payment method and date and notify the customer.
Was the payment received within the pre-determined conditions?
2nd Billing Attempt
If the payment wasn’t confirmed on the first attempt, follow the instructions to proceed and get in touch with the customer,
Done! Money in your pocket.
Rest in peace…