Billing

This template offers a sample blank invoice with important fillable fields included, and a tab that displays that template with sample data filled in and associated callouts.

Microsoft Excel

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We asked the IOFM Advisory Panel to weigh in on what comprises the perfect invoice. Our goal was to come up with a guide for both AP and AR to follow, with the objective of creating a document that… Read More

Q. What does the term EOAP + N90 mean? Would you explain what type of payment term this is? I'm not familiar with "EOAP." Should I avoid this and ask for lower terms? How is this different from N30,… Read More

Q. Recently, there has been a lot more talk about credit card payments in the B2B space. I would like to understand if any of the AR Panelists have recently (or not so recently) engaged in… Read More

Disputed charges and short payments are issues that every AR professional constantly grapples with. We asked IOFM Senior Trainer Judy Bicking about the biggest issues and the best ways for AR… Read More

AP and AR often seem to be at cross-purposes—yet they have a lot in common. Both AP and AR department members are working to feed their families and represent their employers’ interests

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Q. Are your customers demanding the use of their portal to: • Look at invoice history? (Requiring you to look at it yourself)• Submit W-9s?• Submit your invoice?• Other? (Anything else they… Read More

Q. Are your customers dictating terms? What is your response to that? How are you dealing with it? A. (From the IOFM Advisory Panel) ----- Our customers' payment terms are included in their signed… Read More