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.
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.
Finance and Purchasing Teams love Pipefy
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
Track critical information from your process in one single place.
Advance payment request
Designed so your team can submit payment advancement requests in a standardized way.