Cash apps process

Template

Here you will find Pipefy’s template for a step by step to a cash apps process! From the beginning, through the request, through various attempts to finalize the process the best possible way, such as recovery devolution and escheatment.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Request code
  2. Customer name
  3. Customer phone
  4. Customer email
  5. Receipt(s)
  6. Issue with receipt(s)
    • Printing problem
    • Incorrect barcode
    • Loss of information
    • Problems with card
    • Other
  7. If other, please provide more details.
  8. Payment method
    • Check
    • Credit Card
    • Cash
    • Invoice

Receipts

  1. Assignee
  2. Are the remit details available?
    • Yes
    • No

Receipts application

  1. Can the receipts be applied?
    • Yes
    • No
  2. If yes, please indicate applicable receipts.

Additional information

  1. Do we need to contact collections?
    • Yes
    • No
  2. Did the collections team provide remission details?
    • Yes
    • No
  3. Did the customer provide the remission details?
    • Yes
    • No

Search accounts

  1. Can the receipt be applied within the account or associated accounts?
    • Yes
    • No
  2. If yes, please provide the associated account number.

Recovery

  1. Can it be recovered?
    • Yes
    • No

Devolution

  1. Can it be refunded?
    • Yes
    • No

Escheatment

  1. Can it be escheated?
    • Yes
    • No
  2. Priority

Receipt fully applied

Receipt not applied

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