Templates
Starter Template
Accounts Receivable
Accounts Receivable

Accounts Receivable

This workflow example helps you manage buyers and credit checks.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

Visit our Knowledge Base for guidance https://www.process.st/help/
1
Record buyer details
2
Establish your credit practices:
3
Send the buyer a credit application
4
Run a credit check on the purchasing company
5
Approval: Post-credit check review
6
Send the buyer your terms of sale to sign
7
Invoicing:
8
Check customer payment terms
9
Generate and send invoice
10
Tracking:
11
Record your activity
12
Establish monthly contact with your client
13
Accounting for accounts receivable:
14
Record for sales on credit of services
15
Record for sales on credit of goods