Accounts Receivable Free Template

With Pipefy’s Accounts Receivable Template, it’s easier to collect accurate and updated information from other departments. Customize portals and forms to standardize what information you want to receive and centralize it in a single place, avoiding human error.

Gain full visibility over requests and monitor them through each step of the workflow. From data collection to payment validation, your standardized procedures will ensure a smooth accounting workflow. No more penalties, money squandering, or lingering receipts and invoices.

Collect and organize invoices with Pipefy’s Accounts Receivable Template. You can count on resources such as forms and portals to gather all the information you need, creating an seamless experience for suppliers and departments.

Adapt Pipefy’s forms as you wish and share them through a unique link on any channel, making it accessible to everyone in your team.

This template is flexible, so you can modify the Kanban board’s fields, formats, and other visual components. Choose mandatory information and receive all submissions in a single place to get started with your process.

If you are looking for an Accounts Receivable Template, try Pipefy’s solution now.

This is a jumpstart on frameworks requiring standardization and streamlined communication. Create checklists and your own evaluation criteria. Customize your Kanban board with the information you need to deliver compelling work.

Pipefy’s Accounts Receivable Template comes with a dashboard that extracts real-time data from your process, turning it into charts that help you track relevant indicators: like the average amount of invoices, expected invoices for the month, total late amount, payment method distribution, and more.

Keep up to date on your team’s performance, identify possible bottlenecks, and explore optimization opportunities to achieve healthier financial operations!