ClickUp's virtual productivity conference is November 9th (and it's free)! Join us at  2021. Register Now
  • 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

    • +4
    • OPEN, PENDING, INVOICE CREATED, ISSUES FOUND, INVOICE SENT, FUNDS SECURED, COMPLETE
    • +7
    • OPEN, FUNDS SECURED, INVOICE CREATED, INVOICE SENT, ISSUES FOUND, PAID, PENDING, PAID, READY TO PAY, UNPAID

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

  • Table
  • List
  • Board
  • Predicted Revenue
  • Calendar
  • What we owe
  • Aging
Free forever with 100MB storage
Get Started
Serious about security & privacy
99.99% uptime the last 12 months
By continuing to use this site you consent to the use of cookies on your device as described in our cookie policyunless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.
Accept All Cookies
Sign up for FREE
and start using ClickUp in seconds!
Get ClickUp
Please enter a valid email address