Request for Refund

Template

Pipefy’s Request for Refunds Template include the following phases: validation of invoice or voucher, approval by the responsible manager, and accounting. If the claim is not approved, there is room for the description of the reason and this can be sent to the applicant automatically via an email template.

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template store defaut

Template structure

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

Start form

  • 1. Applicant's name

  • 2. Email

  • 3. Total amount to be refunded

  • 4. Date of the expense

  • 5. Attach receipts and vouchers

  • 6. Additional comments

  • 7. ID

Analysis

  • 1. Assignee

  • 2. Due date for payment

  • 3. Priority

Area manager approval

  • 1. Assignee

  • 2. Is the request approved?

    • Yes
    • No
  • 3. If not, why?

Accountancy

  • 1. Accountant

  • 2. Is the request approved?

    • Yes
    • No
  • 3. Reason for disapproval

Payment made

Request not approved

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