Streamline the invoicing and collection processes with your customers
Organizes all invoices in one view and categorizes them according to status
A detailed description of a task relating to invoices
A report that shows an overview of all invoices
An overview of the week's tasks related to invoices on the calendar
Billing & Collection activities may be a headache if you don't manage them properly. Use this template to make it easier so you will be able to focus on your relevant tasks and not on paperwork. Manage all your customers and their invoices simply and robustly.
Track what, when, and how your customers pay for your products or services. There is always a handy record of the due date of the payment to claim if you need it, as well as a copy of the invoice, their statuses, and anything else you need to know as well.
The purpose of this template is to keep up to date and in an orderly manner all payments and invoices made by your customers over time.
Use the Invoice Management template any time you must generate a payment invoice for your customer