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

  • 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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