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.

  • 1. Payment date

  • 2. Payment method

    • Bank transfer
    • Credit card
    • Debit card
    • Cash
    • Personal check
    • Bitcoin
    • Paypal
    • Other
  • 3. Contact name

  • 4. Contact email

  • 5. Contact phone

  • 6. Email notification

  • 7. 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!

  • 1. 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
  • 2. Was the payment confirmed?

  • 3. 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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