procedure
Cash Collection
Run this process every time a client cash collection process is initiated...
10 steps
Accounting Accounting
Invoicing Client(s)
Run this process every time an invoice is generated for a client
2 steps
Process steps
1
Accounts: Invoice creation
5 days from previous step
**Generate invoice with attached template**
2
Accounts: Invoice delivery
5 days from previous step
{{client-name-207516}} kindly review attached invoice.Client name: {{client-name-207516}} Client address: {{client-address-207517}} Invoice number: {{invoice-number-207518}} Invoice: {{invoice-207527}} Thanks,Accounts.
Related templates
procedure
Budgeting Forecasting
Run this process every time you want to outline the organization's long- and short-term financial goals...
3 steps 3 fields
Accounting Budgeting
procedure
Expense Claim Request
Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Claim Request (Sample)...
7 steps 6 automations
Accounting requests
procedure
Price Override
Please launch and complete this process every time you override the price of a product/service. This will help us track,...
4 steps 3 automations
Accounting pricing
Ready to use this template?
Sign up free and start running this process in minutes.