Invoices to pay


The Invoices to Pay Template was modeled by our partner Feel The Gap

The process starts when you receive a new invoice. In the start form, you have to add all the basic information (n. of invoice, company name, amount, etc). In the next phase, you will fill out further data. The next step is approval. If it is not approved the card moves to an “end of the process” phase, otherwise you have to manage the payment phase and the registration of the payment. After that, an automatic email is sent to the supplier confirming payment and the card can be archived.

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Template structure

See how this template is structured. Remember, this is just an example – you can always customize it.

Start Form

  1. Invoice number
  2. Company name
  3. Invoice submission date
  4. Invoice due date
  5. Invoice amount
  6. Invoiced products/services
  7. Attach the invoice.
  8. Invoice management ID

Additional Information

  1. Invoice reception channel
  2. Cost center
    • Administration
    • General Services
    • Commercial
  3. Approver


  1. Payment authorization
    • Yes
    • No
  2. Grounds


  1. Payment method
    • Bank transfer
    • Credit card
    • Debit card
    • Cash
    • Bank check
    • Cashier’s check
    • Paypal
    • Credit note deduction
    • Other
  2. Other payment method
  3. Payment day

Registration of paid invoices

  1. Payment ID
  2. Payment ID Type
    • CRO bank transfer
    • Credit/debit card transaction code
    • Paypal transaction code
    • Circular check number
    • Other
  3. Email address to send payment confirmation
  4. Invoice Registration ID in the accounting program

Paid invoices

Refused invoices

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