Workflow Pack

Payment Approval Workflow Pack

Connect payment requests, invoice approval, ACH release controls, check requests, vendor payment tracking, and AP follow-up.

This pack is for finance teams that need payment approvals to preserve request context, vendor evidence, invoice or PO links, release readiness, and post-approval payment status in one trail.

View Workflow StagesOpen Starting Template

Finance teams standardizing vendor payment approval and release controls.AP teams that need invoice and payment status in the same operating view.Controllers who need evidence before ACH, check, or vendor payments are released.

Payment Request Form

Purchase Payment Request

AP Invoice Approval Workflow

01Capture the payment request02Verify invoice and AP context03Control payment release04Track payment follow-up

Workflow Stages

How the templates connect across the process

Capture the payment request

Collect requester, vendor, amount, reason, due date, payment method, and supporting files before finance review.

Payment Request FormCollect payment requests with payee details, supporting documents, and approval readiness visible before funds are released.Purchase Payment RequestCollect supplier payment requests with invoice support, receiving status, and approval handoff visible before payouts are released.Check Request FormUse a Check Request Form to capture payee details, files, review status, owner decisions, and finance follow-up actions.

Verify invoice and AP context

Connect payment work to invoice approval, AP aging, coding status, hold reasons, and payment readiness.

AP Invoice Approval WorkflowRoute vendor invoices through coding review, approval status, hold reasons, exception owners, audit trail, and payment-run release readiness.Accounts Payable TrackerTrack AP invoices by vendor, invoice number, amount, due date, coding status, hold reason, exception owner, and payment-run readiness.

Control payment release

Review ACH details, authorization, release owner, remittance context, and approval evidence before funds move.

ACH Request FormACH request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.ACH Payment Request FormCollect ACH payment requests with vendor bank details, invoice amount, due date, remittance context, approval status, and payment-run release tracking.Payment Authorization FormUse a Payment Authorization Form to capture payment details, files, review status, owner decisions, and AP follow-up actions.

Track payment follow-up

Monitor vendor payment status, contract obligations, scheduled payment milestones, and closeout notes after approval.

Vendor Payment TrackerTrack vendor payouts with blocked invoices, remittance timing, and payment status before supplier follow-up becomes a backlog.Contract Payment Schedule TrackerTrack contract payment milestones with vendor, invoice number, amount, due date, prerequisites, approval status, hold reason, and payment-run readiness.

Connected Details

Keep key details from request to follow-up

Vendor, amount, reason, due date, and files move from payment request into review.
Invoice, AP hold, coding, and approval status connect payment work to finance context.
ACH details, check request, authorization, and release owner support controlled payment execution.
Payment status, remittance note, contract milestone, and closeout owner keep follow-up visible.

Best Starting Point

Choose the first template by bottleneck

Start with payment requests if the main problem is intake and supporting evidence.
Start with invoice approval if payment decisions are blocked by AP review.
Start with ACH payment requests when release control is the highest-risk step.

Included Templates

Templates that support this workflow pack

Payment Request Form

Collect payment requests with payee details, supporting documents, and approval readiness visible before funds are released.

Purchase Payment Request

Collect supplier payment requests with invoice support, receiving status, and approval handoff visible before payouts are released.

AP Invoice Approval Workflow

Route vendor invoices through coding review, approval status, hold reasons, exception owners, audit trail, and payment-run release readiness.

Accounts Payable Tracker

Track AP invoices by vendor, invoice number, amount, due date, coding status, hold reason, exception owner, and payment-run readiness.

ACH Request Form

ACH request form template for capturing request details, routing work to the right owner, and keeping status visible from intake through follow-up.

ACH Payment Request Form

Collect ACH payment requests with vendor bank details, invoice amount, due date, remittance context, approval status, and payment-run release tracking.

Check Request Form

Use a Check Request Form to capture payee details, files, review status, owner decisions, and finance follow-up actions.

Payment Authorization Form

Use a Payment Authorization Form to capture payment details, files, review status, owner decisions, and AP follow-up actions.

Vendor Payment Tracker

Track vendor payouts with blocked invoices, remittance timing, and payment status before supplier follow-up becomes a backlog.

Contract Payment Schedule Tracker

Track contract payment milestones with vendor, invoice number, amount, due date, prerequisites, approval status, hold reason, and payment-run readiness.

Related Business Workflows

Explore the use cases behind this process

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Invoice Approval Software

Plan invoice approval software workflows for invoice intake, coding, approver routing, holds, payment readiness, and AP follow-up.

AP Invoice Approval Workflow / Invoice Request / Accounts Payable Tracker 23 templates

Procurement Workflow Templates

Compare procurement templates for purchase intake, requisitions, approvals, contract control, and sourcing follow-up.

Procurement Intake Form / Purchase Order Tracker / Purchase Order Request 24 templates

Vendor Management Templates

Organize supplier onboarding, setup, evaluation, comparison, and audit work with a clearer vendor management workflow set.

Vendor Onboarding Form / Vendor Setup Form / Vendor Information Form

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Guides

Clarify the criteria behind this workflow

Guide

Accounts Payable Automation Workflow Guide

Plan accounts payable automation workflows for invoice intake, AP coding, approval, holds, payment readiness, and follow-up dashboards.

FAQs

Common questions about this workflow pack

Is payment approval the same as invoice approval?

No. Invoice approval decides whether an invoice can move forward. Payment approval controls when, how, and by whom money is released.

Can this support ACH and check requests?

Yes. The workflow can support ACH requests, payment authorization, check requests, and vendor payment tracking as separate but connected records.

Where does AP tracking fit?

AP tracking gives finance a backlog view across invoices, holds, payment readiness, and owner follow-up before payment release.

Next Step

Start from the closest template, then adapt the workflow

Preview the first template in this workflow pack, then customize fields, owners, statuses, and automations for your team.

Preview Starting Template