Freelancer payment


Pipefy’s Freelancer Payment Template is designed for accounting areas that need to manage their freelancer payments.

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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. Freelancer’s name
  2. Email
  3. Phone
  4. Social security number
  5. Employer identification number
  6. Why was the freelancer hired?

Freelancers to be paid

  1. Services description
  2. Gross amount
  3. Payment due date
  4. Payment assignee

Financial area

  1. Does the freelancer have a company?
    • No, self-employed
    • Yes, micro-entrepreneur
    • Yes, entrepreneur
  2. Based on that, the percentage of taxes that must be deducted is:
  3. Taxes amount (in $)
  4. Net payment
  5. Payment method
    • Express withdrawal
    • PayPal
    • Skrill
    • Wire transfer
  6. Freelancer’s bank details


  1. Documents checklist
    • Social security number
    • Employer identification number
    • Business registration number
    • Account
  2. Are all documents correct?
    • Yes
    • No (request the missing documents)
  3. Once all documents have been checked:
    • If everything is OK, authorize the payment.


  1. Payment conclusion checklist
    • Attach payment proof.
    • Inform payment requester.
    • Inform freelancer.
    • Attach invoice.
  2. Attached receipts

Finished Campaigns

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