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Invoice Tracking

The invoice tracker template lets you keep track of, manage, and store numerous invoices in a single, safe location.

Template Configuration
5

Task status

New

Accounts Payable

Accounts Receivable

Finished

Closed

4

Task type

Paid
Bill Recieved
Ready for Payment
Disputed
1

Project components

Gantt

2

Custom field

Company Name

Expense Type

Template Details

This template is made for releasing you from complicated invoices. With a clear, professional management tool, you would never suffer from time disorders.

Why use this invoice tracking template?

As long as your business develops, an acute business owner would prepare for more and more incoming corporations. Therefore, there would be tons of invoices from various sources, and due in different times. Some people would fall into panic for irregular due dates. That’s what we called invoice requirement. Our invoice tracking template would help you solve this problem easily. We have a well-organized form for you to manage all invoices and you can set up notifications for any of these invoices in case you forget one or two while busy working.

How to use this template？

Step 1: Use a our premade form to log invoices.

The request form may be used by designated staff to log invoices, collecting a variety of data that will be used to categorize and prepare invoices for payment. Send information such the purchase order number, business name, launch date, and deadline.

Step 2: Add details of the invoice to increase visibility.

Use the Tracup invoice tracking template to consolidate all of your invoices into a single, safe, and easily accessible platform. To keep original invoices together, simply put them under suitable categories (Account Payable or Account Receivable).

Step 3: Easily see and organize invoices.

When invoices and pertinent data have been submitted, examine and arrange them on a personalized template by category for better visibility. Sort invoices according to their priority, expense type, expire date, types, and company names. Each invoice received via the request form will immediately update this table.

Tracup team has created some examples under “Account Payable“ category. Customize your own accurate invoices with your financing team!

Custom Field can be shown: Type, Company Name, Start Date, Expire Date, Expense Type, Priority
Task Type [Bill Received] [Ready for Payment] [Paid] [Disputed]
Custom Field: Company Name, Expense Type
Task View: List, Board, Gantt

Reminder:

Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.

Creator
Other Info

Built in 2022-10-17 17:57:50

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