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Payment Tracking
Manage your invoices, payments, and credits with clear financial tracking
Centralize invoices, payments, credits, contacts, and contracts in an AirProcess application designed to secure cash flow, reduce reminder oversights, and track each deadline accurately.
Replace scattered tables with structured financial tracking
When invoices, payments, and credits exist in separate files, the risk of error quickly increases: missed deadlines, incorrectly calculated remaining balances, incomplete history, late reminders. This template brings together key data in a single application to ensure reliable management, streamline administrative processing, and maintain a clear view of amounts to be collected, received, or regularized.
5
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
5 linked forms to cover financial tracking
Invoice
Manages the identification of the invoice, its amounts, its due dates, its status, and its links with the contact, the contract, the payments, and the credits.
Contact
Centralizes the third party's contact details, profile, payment terms, and the link to their associated contracts.
Contract
Structures the commitments, their key dates, their amounts, and their status to link the financial aspect to the contractual framework.
Payment
Records payments with their status, method, bank reference, and their attachment to an invoice.
Credit
Tracks issued credits, their reasons, and their amounts to correct or regularize a related invoice.
Everything you need to track the invoice-payment cycle
Centralized invoices
Create and track your invoices with the number, status, amounts, due dates, and remaining balance indicators.
Payments linked to invoices
Record each payment on its linked invoice to track received, expected, rejected, or in-process payments.
Client and third-party contacts
Gather contact details, company, type of third party, payment terms, and preferred payment method for each contact.
Contracts related to billed amounts
Associate invoices with the relevant contracts to maintain the link between commercial commitments, key dates, and contractual amounts.
Credits and adjustments
Manage credits linked to invoices with their reasons, status, and amounts excluding tax, VAT, and including tax to properly correct billing.
Ready-to-use management views
Track invoices to be collected, overdue, or by status using lists, a kanban, a schedule, and dedicated dashboards.
From contract to collection, with complete traceability
The template relies on a simple operational logic: a contact can hold multiple contracts, a contract can lead to multiple invoices, and each invoice can then be linked to multiple payments or credits. This structure allows tracking collections, detecting delays, and maintaining a reliable view of what has been achieved.
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01
1. Create or update the contact
The contact encompasses the identity of the client or third party, their contact details, payment terms, and preferred payment method. It serves as an entry point to link contracts and track financial activity by interlocutor.
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02
2. Link the contract
Each contract retains its reference, title, status, and its start, end, or validity dates. The link with the main contact allows consolidating contractual tracking before invoicing.
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03
3. Issue the invoice
The invoice carries its number, subject, type, due dates, amounts, and status. It is linked to a contact and a contract, which facilitates the control of the commercial context and the amount to be collected.
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04
4. Record the payments
Each payment is attached to a specific invoice with its amount, date, payment method, and bank reference. This way, you track received, expected, or erroneous payments without losing track.
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05
5. Correct with a credit
When an invoice needs to be adjusted, the credit is linked to the concerned invoice and retains its reason as well as its amounts. You secure your entries while keeping a complete history of corrections.
Screens designed for daily tracking and decision-making
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A model useful for teams managing recurring financial flows
SMEs
Secure the tracking of payments and reminders without deploying a heavy tool, while keeping a simple view of pending invoices.
Large accounts
Standardize the reconciliation between contracts, invoices, payments, and credits in a shared, multi-team, and more reliable framework.
Public sector
Organize the traceability of financial documents and deadlines with a level of tracking suited to administrative circuits.
Associations & NGOs
Track collections, adjustments, and relationships with your partners or funders in a clear and documented structure.
It allows centralizing invoices, payments, credits, contacts, and contracts to precisely track what has been invoiced, paid, pending, or regularized.
Yes. The structure allows an invoice to reference multiple payments, enabling tracking of partial or successive payments.
Yes. Each credit is linked to a specific invoice to maintain the context of the regularization and keep an exploitable history.
Dedicated views like To be collected, Overdue, By status, and Schedule help quickly identify invoices to follow up on and manage deadlines.
Yes. Contracts are integrated into the template to link the commitment framework, invoicing, and payment tracking.
Yes. As with any AirProcess application, you can customize forms, fields, views, and automations according to your internal rules.
Install this template and secure your financial tracking
Start with a ready-to-use base to track your invoices, payments, credits, contacts, and contracts. Then adapt fields, views, and management rules to your organization.
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