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.
See how this template is structured. As this is just an example, you can customize it.
1. Request code
2. Customer name
3. Customer phone
4. Customer email
5. Receipt(s)
6. Issue with receipt(s)
7. If other, please provide more details.
8. Payment method
1. Assignee
2. Are the remit details available?
1. Can the receipts be applied?
2. If yes, please indicate applicable receipts.
1. Do we need to contact collections?
2. Did the collections team provide remission details?
3. Did the customer provide the remission details?
1. Can the receipt be applied within the account or associated accounts?
2. If yes, please provide the associated account number.
1. Can it be recovered?
1. Can it be refunded?
1. Can it be escheated?
2. Priority