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

Receipt 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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