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.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Name
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2. Email
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3. Cost center
- HR
- Engineering
- Sales
- Marketing
- Customer Support
- Accounting
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4. Payment due date
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5. Amount
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6. Reason
Backlog
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1. Assignee
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2. Urgency
Approval
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1. Approver
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2. Is the request approved?
- Yes
- No
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3. Reason
Payment
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1. Bank details
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2. Payment date
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3. Proof of payment
Final balance
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1. Expense category
- Transportation
- Fuel
- Meals
- Hotels
- Supplies
- Other
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2. Does it need to be reimbursed by the requester?
- Yes
- No
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3. Expense amount