Invoice to cash template: free, editable diagram
Invoice, reminders, reconciliation, and escalation. This starter has 8 steps and 2 decision points. Open it as a real canvas with shapes and arrows you can restyle, extend and share, then turn the action steps into tasks.
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What is in this template
8 steps, 2 of them decisions, in diagram order. Rename, remove or add branches once it is on your canvas.
- 1Work delivered
- 2Send invoice with terms
- 3Paid by due date?
- 4Reconcile in the ledger
- 5Send reminder
- 6Paid after reminder?
- 7Call and apply late fee
- 8Closed
Get the Mermaid source
Mermaid source
flowchart LR
work([icon:briefcase Work delivered]) ==> invoice[icon:file-invoice Send invoice with terms]
invoice ==> paid{Paid by due date?}
paid ==>|yes| reconcile[icon:report-money Reconcile in the ledger]
paid -->|no| remind[icon:bell Send reminder]
remind ==> late{Paid after reminder?}
late -->|yes| reconcile
late -->|no| escalate[icon:phone Call and apply late fee]
reconcile ==> closed([icon:circle-check Closed])
classDef tone-accent fill:#fae8ff
class work tone-accent
classDef tone-info fill:#dbeafe
class invoice,remind,reconcile,escalate tone-info
classDef tone-warning fill:#fef3c7
class paid,late tone-warning
classDef tone-success fill:#dcfce7
class closed tone-successPaste it into the free Mermaid editor or your own docs.
Questions
- What is the invoice to cash template?
- Invoice, reminders, reconciliation, and escalation. It is a starting diagram you adapt to your own process.
- Can I edit it?
- Yes. It opens as normal shapes and bound arrows: rename steps, add branches, restyle, and collaborate live once you have an account.
- Do I need an account?
- No. You can open it in a guest canvas saved in your browser. Create an account to keep it and share it.