Name: LiveFlow
Brand: LiveFlow
Rating: 5.0 (250 reviews)

Template description

This template enables businesses to meticulously track invoices, monitor payment statuses, and manage receivables effectively. Compatible with Google Sheets and Excel, it's essential for maintaining healthy cash flows. Utilizing LiveFlow integration, the template can automatically update with the latest invoicing data from QuickBooks Online, offering a real-time overview of accounts receivable and enhancing financial management.

Key features

Streamlines invoice management with tracking of issuance, payment status, and aging.
Improves cash flow management by highlighting overdue invoices for follow-up.
Facilitates customer account management with comprehensive invoice histories.

Who can this template help?

Finance teams in service-based businesses focusing on improving receivables management

Use cases

Streamlines invoice tracking from issuance to payment, crucial for managing cash flow and enhancing customer payment follow-ups in businesses with high invoice volumes.