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.
Start form
- Name
- Cost center
- HR
- Engineering
- Sales
- Marketing
- Customer Support
- Accounting
- Payment due date
- Amount
- Reason
Backlog
- Assignee
- Urgency
Approval
- Approver
- Is the request approved?
- Yes
- No
- Reason
Payment
- Bank details
- Payment date
- Proof of payment
Final balance
- Expense category
- Transportation
- Fuel
- Meals
- Hotels
- Supplies
- Other
- Does it need to be reimbursed by the requester?
- Yes
- No
- Expense amount
Done
Canceled
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