Revenue (Billings & Receivables) Free Template

Pipefy’s Revenue Template brings a new concept of how to manage your business funds.

Simplicity and efficiency are this template’s core fundamentals, making businessmen’s life easier and more comfortable.

Boost performance, track results

With this template, your finance team can streamline a billings and receivables workflow through steps that standardize the entire operation. From collecting orders and documents to analyzing your team’s results, eliminate the manual tasks that strain your work and gain time to improve strategies for your company’s cash balance and health.

Template preview

Check out how you can manage the Revenue Management process with Pipefy:

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Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Finance and Purchasing Teams love Pipefy

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Pipefy gives us the control we need to ensure everyone abides by our rules and policies. It’s the best solution on the market if you want something you can customize to your needs to take control of your procurement process.

Mauricio Rizzi Customer Service and Procurement Manager

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