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
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.
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1. Payment date
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2. Payment method
- Bank transfer
- Credit card
- Debit card
- Cash
- Personal check
- Bitcoin
- Paypal
- Other
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3. Contact name
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4. Contact email
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5. Contact phone
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6. Email notification
Verification
Was the payment received within the pre-determined conditions?
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1. Have you received payment confirmation?
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,
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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
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2. Was the payment confirmed?
Payment Confirmed
Done! Money in your pocket.
Payment Denied
Rest in peace…