Invoicing & Rebates Process Workflow Template

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Overview: Invoicing & Rebates Process Workflow Template

This workflow template illustrates a variety of incoming/outgoing order processing and billing tasks, including the transmission customer invoices (Accounts Receivable), the reception and processing of invoices from vendors (Accounts Payable) and the application of rebates from company vendors. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand customer/vendor invoicing and rebates processes.

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Process Details and FAQ: Invoicing & Rebates

Which processes, or tasks, are included "Invoicing & Rebates?"

"Invoicing & Rebates" refers to a set of related business processes carried out by Accounts Payable and Receivable staff members, sometimes in a centralized shared services center. These processes include the checking and transmission of customer invoices, the reception and matching of invoices received from company vendors, and the monthly application of rebates to vendor invoices.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Invoicing & Rebates process:

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Invoicing & Rebates process:

  • Customers
  • Vendors
  • Accounts Payable (AP) Staff
  • Accounts Receivable (AR) Staff
  • Sales Representatives

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Invoicing & Rebates

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


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