Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
Operate template

Receivables follow-up tracker

How to use it

One place to hold every open invoice, the last action taken on it, and what comes next.

Update on every follow-up action. Disputes and partial payments should be recorded with the dispute state before the next reminder is sent.

Open invoices

Receivables follow-up trackerOpen invoices
Invoice referenceStatusFollow-up ownerLast actionDispute statePartial paymentNext actionReconciliation