Managing invoices for your business can be complicated because invoices often come from a variety of sources and are due at different times. Tracking invoices requires an efficient and robust process that can help you stay on top of payments.
This invoice tracking template sets up an easy-to-use system for storing, monitoring, and processing invoices.
Step 1: Log invoices with a request form
Designated employees can use the request form to log invoices, providing a range of information that will help sort and process invoices for payment. Submit details such as the purchase order number, vendor name, the date the invoice was submitted, and due date.
Step 2: Attach the invoice for added visibility
Avoid scrambling to find invoices — use the Wrike invoice tracking template to store them all in a single, secure, and accessible folder. Simply attach the invoice to the request form so original invoices are stored in one place.
Step 3: View and sort invoices easily
Once invoices and relevant information have been uploaded, view and sort them by category in a custom dashboard for increased visibility. Categorize invoices by urgency, expense type, payment status, outstanding amount, and days overdue. This table will automatically update with every invoice that is submitted through the request form.
Make Wrike work for you
Did you know Wrike can streamline other areas of your work as well? Our powerful work management software can improve processes and increase efficiency across your team, department, and company. Try features such as: