Collections and Payments Tracking Template
Tracking outstanding invoices and incoming payments can become a major challenge when information is scattered across spreadsheets, emails, and finance systems. Missed follow-ups slow down cash flow, and lack of visibility makes it hard to forecast revenue.
This template is designed to help finance and operations teams centralize collections and payment tracking. Gain a clear view of pending invoices, automate reminders, and monitor payment status in real time — ensuring faster collections and stronger cash flow management.
To make sure it adapts to your financial processes, we’d love to invite you to a quick personalized session.
One of our certified consultants will transfer the template into your monday.com account, walk you through how it works, and tailor it to your business needs.
Just fill out the form below, and we’ll schedule your session. Let’s help your team stay on top of collections and keep cash moving smoothly.