Advance payment request

Template

The Pipefy Advance Payment Request template is designed so your team can submit payment advancement requests in a standardized way, ensuring information quality and a more efficient process.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Name
  2. Email
  3. Cost center
    • HR
    • Engineering
    • Sales
    • Marketing
    • Customer Support
    • Accounting
  4. Payment due date
  5. Amount
  6. Reason

Backlog

  1. Assignee
  2. Urgency

Approval

  1. Approver
  2. Is the request approved?
    • Yes
    • No
  3. Reason

Payment

  1. Bank details
  2. Payment date
  3. Proof of payment

Final balance

  1. Expense category
    • Transportation
    • Fuel
    • Meals
    • Hotels
    • Supplies
    • Other
  2. Does it need to be reimbursed by the requester?
    • Yes
    • No
  3. Expense amount

Done

Canceled

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