• Folder

  • Intermediate

Manage your sales records, income, invoices, predicted revenue, and more. Stay on top of accounts receivable and accounts payable so there's no more scrambling for late payments!

Template Includes

  • Open
  • Funds secured
  • Invoice created
  • Invoice sent
  • Issues found
  • Paid
  • Pending
  • Paid
  • Ready to pay
  • Unpaid
  • Open
  • Pending
  • Invoice created
  • Issues found
  • Invoice sent
  • Funds secured
  • Complete

  • Notes
  • Contact
  • Confidence Level
  • Account Value
  • Invoice #
  • Contact
  • Payment method
  • Amount owed
  • Category
  • Value

  • Table
  • List
  • Board
  • Predicted Revenue
  • Calendar
  • What we owe
  • Aging
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