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.

How this template will make your work easier

This is why thousands of companies are choosing Pipefy

Icon for standardized information.

Standardized information

Standardize how you receive information from payer, amount due, payment installments, due date and whatever else you consider important! Stop arranging information together and save lots of time!

Icon for control and reliability.

Control and reliability

Financial process errors can cause delays, penalties, internal clients’ disapproval and money squandering. But don’t worry any longer: with Pipefy, you build an error-proof process and never again misplace client invoice details.

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More efficient than emails

Track the status of each invoice to be charged in an easy, effective way that enables you to improve your receivable process.

Control all soon-to-be charged invoices in a single place

From the invoice to the payment, Pipefy helps you make sure everything runs according to your standards



All new invoices arrive here, complete with information about the product/service sold, payment and attachments.

Backlog of Accounts Receivable template.


1st collect attempt

Register the first attempt to collect invoice payments here.

Example of collecting invoice payments.



During this step, indicate whether or not the payment was made and centralize relevant attachment, such as proof of payment.

Sample of verification on Accounts Receivable template.


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.

Second attemp required in Accounts Receivable.


Payment confirmed

When the payment is completed, you can archive it here.

Sample of payment confirmed in Accounts Receivable.


Payment denied

If the payment didn’t work out, you can register the reason and archive it here.

Payment denied in Accounts Receivable template.

Start processing your Accounts Receivable with Pipefy today

See how Accounts Receivable looks like in Pipefy

Watch the video and have a glimpse of how you’ll improve your work using Pipefy for Accounts Receivable

You’ll be in great company

Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:

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.
Global Wireless Service Operator uses Pipefy to manage requests.

Companies that reap the benefits of implementing Pipefy:

Logos from Santander, IBM, Volvo, Coca-Cola and KraftHeinz.
Pipefy plus Zapier,, GitHub, Bitbucket and more.

Integrate Pipefy with your favorite tools and apps

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.

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Start processing your Accounts Receivable with Pipefy today