Accounts Receivable Free Template

With Pipefy’s Accounts Payable template, it’s easier to collect accurate and up-to-date information from other departments. Customize portals and forms to standardize what information you want to receive and centralize it in a single place, avoiding human error.

Gain full visibility over requests and monitor them through each step of the workflow. From data collection to payment validation, your standardized procedures will ensure a smooth accounting workflow. No more penalties, money squandering, or lingering receipts and invoices.

Use this template to collect invoices from other departments or suppliers, ensuring that information is up-to-date and centralized in a single place.

Through service portals and public forms, the Finance team can set their own rules on how to collect data and guarantee that requests follow the same pattern every time.

Pipefy provides full visibility of the Accounts Payable process from the initial collect attempts to completed payments. Easily track due dates and priorities by adding customizable labels, alerts, or filters, and automate the sending of invoices to save time.

Follow standardized procedures in each step to make sure no detail is inaccurate or forgotten. Run validation checklists, add attachments, and hold the team accountable if payment is denied or archived by adding notes and feedback.

Use tailor-made Dashboards to track relevant indicators of the Accounts Receivable process, like the average amount of invoices, the expected amount for the month, total late amount, payment method distribution and others.

Keep up to date on your team’s performance, identify possible bottlenecks and explore optimization opportunities to achieve healthier financial operations!