Workflow Pack

Payment Request Workflow Pack

Connect finance request intake, payment requests, invoice context, approval evidence, ACH or check release, and payment follow-up.

Payment requests create risk when the request, invoice context, vendor details, approval decision, release method, and payment follow-up are tracked separately. This workflow pack keeps the finance operating trail connected from intake through payment readiness and closeout.

View Workflow StagesOpen Starting Template

Finance teams controlling internal payment requests and supporting evidence.AP teams that need payment readiness linked to invoice and vendor status.Operations teams that need to see whether approved payments are still blocked.

Finance Request Tracker

Payment Request Form

Purchase Payment Request

01Capture the finance request02Verify invoice and obligation context03Route approval and release readiness04Track payment follow-up

Workflow Stages

How the templates connect across the process

Capture the finance request

Collect requester, vendor, amount, purpose, due date, payment method, supporting files, and budget or contract context.

Finance Request TrackerUse a finance request tracker to monitor amounts, budget owners, approval status, evidence, payment or reimbursement follow-up, and holds.Payment Request FormCapture payment requests with payee details, amount, supporting evidence, approver routing, due date, payment status, and follow-up.Purchase Payment RequestCollect supplier payment requests with invoice support, receiving status, and approval handoff visible before payouts are released.

Verify invoice and obligation context

Connect payment work to invoice review, AP holds, contract obligations, payment schedules, and vendor details before approval.

Invoice RequestCollect invoice requests with payee details, invoice references, and AP ownership visible before review or payment scheduling starts.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.Contract Obligation TrackerTrack contract obligations by owner, due date, evidence requirement, renewal checkpoint, escalation status, and follow-up after approval.

Route approval and release readiness

Record approver decisions, returned reasons, payment authorization, ACH or check readiness, and release owner.

Payment Authorization FormAuthorize payments with vendor context, amount, payment method, approval owner, release status, evidence, and audit history.ACH Payment Request FormCollect ACH payment requests with vendor bank details, invoice amount, due date, remittance context, approval status, and payment-run release tracking.Check Request FormUse a Check Request Form to capture payee details, files, review status, owner decisions, and finance follow-up actions.

Track payment follow-up

Monitor vendor payment status, remittance notes, scheduled payment milestones, blocked items, and closeout evidence.

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.Finance Request TrackerUse a finance request tracker to monitor amounts, budget owners, approval status, evidence, payment or reimbursement follow-up, and holds.

Connected Details

Keep key details from request to follow-up

Requester, vendor, amount, due date, files, and payment reason move from intake into finance review.
Invoice status, AP hold, contract obligation, and vendor readiness connect payment requests to supporting context.
Approval decision, authorization, ACH or check readiness, and release owner control the payment handoff.
Payment status, remittance note, blocker reason, and closeout owner keep post-approval follow-up visible.

Best Starting Point

Choose the first template by bottleneck

Start with finance request tracking if payment intake is inconsistent.
Start with invoice approval if payment decisions depend on AP review.
Add ACH, check, and vendor payment trackers when release and follow-up need stronger visibility.

Included Templates

Templates that support this workflow pack

Finance Request Tracker

Use a finance request tracker to monitor amounts, budget owners, approval status, evidence, payment or reimbursement follow-up, and holds.

Payment Request Form

Capture payment requests with payee details, amount, supporting evidence, approver routing, due date, payment status, and follow-up.

Purchase Payment Request

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

Invoice Request

Collect invoice requests with payee details, invoice references, and AP ownership visible before review or payment scheduling starts.

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 Payment Request Form

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

Payment Authorization Form

Authorize payments with vendor context, amount, payment method, approval owner, release status, evidence, and audit history.

Check Request Form

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

Contract Obligation Tracker

Track contract obligations by owner, due date, evidence requirement, renewal checkpoint, escalation status, and follow-up after approval.

Related Business Workflows

Explore the use cases behind this process

64 templates

Back Office Controls

Connect contract, vendor, finance, access, software request, audit evidence, and remediation workflows with editable Jodoo templates.

Contract Intake Form / Contract Approval Workflow Template / Contract Review Checklist 18 templates

Finance Request & Approval Controls

Route finance requests, payment approvals, invoice review, reimbursements, budget checks, CapEx, and payment follow-up with clearer evidence.

Finance Request Tracker / Payment Request Form / Purchase Payment Request 29 templates

Finance Approval Templates

Start here for budget, expense, payment, CapEx, reimbursement, AR follow-up, and finance approval workflows that need stronger control.

Finance Request Tracker / Budget Approval Workflow Template / Expense Approval Workflow Template 9 templates

Accounts Payable Automation

Plan accounts payable automation workflows for invoice intake, coding review, approvals, ACH requests, payment status, and AP dashboards.

Accounts Payable Tracker / AP Invoice Approval Workflow / Invoice Request 8 templates

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 9 templates

Approval Workflow Software for Requests, Rules, and Audit Trails

Build approval workflows for requests, thresholds, reviewers, exceptions, status history, and audit-ready handoffs.

Purchase Order Approval / Budget Approval Workflow Template / Expense Approval Workflow Template 29 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 28 templates

Vendor Management Templates

Organize supplier onboarding, setup, evaluation, comparison, audits, supplier risk, and corrective action work with a clearer vendor management workflow set.

Vendor Intake Form / Vendor Onboarding Form / Vendor Setup Form

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Connect employee equipment requests, agreements, laptop requests, asset return, ownership, approval, condition, and closeout.

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Connect capital expenditure requests, budget review, finance approval, supporting files, asset handoff, and post-approval tracking.

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Connect complaint intake, triage, investigation, ownership, RMA authorization, warranty review, refunds, root cause, and corrective action follow-up.

01 Capture and triage the complaint02 Authorize return or warranty review03 Approve refund or replacement04 Prevent recurring issuesCustomer Complaint Management Software / Returns Management Software / RMA Software / Warranty Management Software / Client Intake & Feedback Templates / Quality & Safety Templates / Finance Approval TemplatesCustomer Complaint Tracker / Customer Complaint Form / RMA Request Form 12 templates

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

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Connect purchase intake, budget review, buyer follow-up, purchase order creation, and PO status tracking in one procurement workflow.

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Map budget, expense, invoice, payment, CapEx, credit, and journal approvals into a clearer finance control workflow.

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Connect AP invoice intake, coding approval, ACH release controls, payment status, and contract-linked payment schedules.

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Warehouse Receiving & Stock Control Workflow Pack

Connect material requests, receiving checks, stock issues, returns, low-stock alerts, replenishment, inspections, and inventory adjustments.

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Connect access requests, account setup, VPN and privileged access, policy exceptions, acknowledgements, visitor control, and key handoff workflows.

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Plan IT change requests, impact review, approval routing, implementation tasks, rollback plans, validation, and audit-ready closeout.

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Connect contract intake, approval routing, contract tracking, vendor context, policy exceptions, and renewal or extension follow-up.

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Connect employee requests, onboarding, leave, equipment, access setup, training, policy acknowledgement, record changes, and HR follow-up.

01 Capture employee requests02 Route manager and HR approval03 Manage onboarding readiness04 Track training and employee follow-upHR Employee Operations Workflow / HR Employee Request Templates / Employee Request Management Software / Access & Security Workflow Templates / Asset & Equipment Control Templates / Finance Approval TemplatesEmployee Request Form / Leave Request Form / Time Off Request Form

FAQs

Common questions about this workflow pack

What should a payment request workflow include?

Include requester, vendor, amount, reason, invoice or contract context, files, approver, payment method, authorization status, release owner, payment status, and closeout notes.

Is this payment processing software?

No. It manages request, approval, readiness, and follow-up records. Actual payment execution should remain with the appropriate finance or banking system.

How is payment request different from invoice approval?

Invoice approval reviews a vendor invoice. A payment request controls why, when, and how a payment should be prepared, approved, released, and followed up.

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