Revenue (Billings & Receivables)

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.

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Template structure

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

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  • 1. Name

  • 2. Date

  • 3. Email

  • 4. Phone number

  • 5. Amount

  • 6. What was purchased?

  • 7. Country

  • 8. State

  • 9. City

  • 10. Address

  • 11. Order ID

Entering revenue

  • 1. Purchase order

  • 2. Invoice

  • 3. Product number

  • 4. If you do not know the product ID number, or the product does not have a number, type the name of the product here.

  • 5. Payment method

    • Cash
    • Visa - Credit
    • Visa - Debit
    • Mastercard - Credit
    • Mastercard - Debit
    • Paypal
    • Wire transfer
    • American Express
    • Bank/Cashier's check
  • 6. Payment deadline

  • 7. Installments

    • 1x
    • 2x
    • 3x
    • 4x
    • 5x
    • 6x
    • 7x
    • 8x
    • 9x
    • 10x
    • 11x
    • 12x
  • 8. Assign employee

Payment confirmation

  • 1. Paymente confirmation

    • Payment confirmed
    • Payment not confirmed
  • 2. Payment Receipt

  • 3. Insert here the date and time that the payment was debited

  • 4. Sales order

  • 5. Invoice

Payment received

Payment overdue

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