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!
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Accounting
Add template to your ClickUp accountTemplate Includes
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COMPLETE, INVOICE CREATED, INVOICE SENT, OPEN, FUNDS SECURED, PENDING, ISSUES FOUND
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ISSUES FOUND, INVOICE CREATED, UNPAID, PAID, READY TO PAY, PAID, PENDING, OPEN, FUNDS SECURED, INVOICE SENT
- Account Value
- Amount owed
- Category
- Confidence Level
- Contact
- Contact
- Notes
- Payment method
- Value
- invoice #
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- List
- Calendar
- Aging
- What we owe
- Table
- Predicted Revenue
- Overview
- Mind Map
- Getting Started Guide