Accounts Payable Request Form Template

Bring order to your accounts payable process with a structured digital intake form. This template captures vendor contact details, invoice number and amount, payment method preference, and PO number — giving your AP team everything they need to process payments without email chains or missing information.

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Who uses this template

Finance and accounting teamsSmall business ownersProcurement departmentsNonprofit organizationsGovernment agenciesStartups with growing vendor bases

About this template

An accounts payable request form standardizes the way invoices and payment requests enter your organization. Instead of invoices arriving via email, paper mail, and ad-hoc conversations, a structured form ensures your AP team receives every piece of information needed to process payment — vendor identity, invoice details, PO reference, and payment method — in one place.

Missing information is the most common cause of AP processing delays. An invoice without a purchase order number gets routed to procurement for verification. A payment request without clear banking details for ACH requires a phone call. A form that captures all of this upfront reduces back-and-forth and helps your team process invoices faster, improving vendor relationships and avoiding late payment penalties.

formformform makes it straightforward to deploy an AP intake form that internal stakeholders or external vendors can complete online. Submissions arrive in your AP inbox immediately, and every field is captured in a consistent format that's easy to export and reconcile against your accounting system.

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What's included

+ Vendor name and contact email fields
+ Invoice number, date, and due date fields
+ Invoice amount with numeric validation
+ Description of goods or services
+ Purchase order reference number
+ Payment method dropdown (check, ACH, wire, credit card)
+ New vs. existing vendor identification
+ Instant submission notification to AP team

How to create a accounts payable request form

  1. 1

    Click 'Use this template' to open the accounts payable form in the formformform editor.

  2. 2

    Add a file upload field if your platform supports it, or add instructions for emailing invoice documents alongside the form submission.

  3. 3

    Add a cost center or department code field if your organization requires budget allocation tracking.

  4. 4

    Configure email notifications to route to your accounts payable team or general finance inbox.

  5. 5

    Embed the form on your internal finance portal or share the link with vendors via your invoice submission email template.

  6. 6

    Export submissions periodically to reconcile against your accounting software (QuickBooks, NetSuite, Xero, etc.).

Best practices for your accounts payable request form

Make the invoice number required

it's the primary identifier that connects this submission to an actual invoice and prevents duplicate payment processing.

Include both invoice date and due date

due date is what drives payment prioritization, while invoice date determines aging and terms.

Ask about new vs. existing vendors upfront

new vendors typically require additional onboarding steps (W-9, vendor setup in your accounting system) before payment can be issued.

Use a payment method dropdown, not a text field

free-text payment preferences are ambiguous ('direct deposit' vs. 'ACH' vs. 'bank transfer' all mean the same thing).

Add a PO number field but make it optional

not all purchases go through formal purchase orders, and making it required will block legitimate invoices.

Include a description of goods or services

it provides audit trail context and helps approvers verify the invoice against actual purchases.

Frequently asked questions

Can vendors submit this form directly, or is it only for internal use? +

It works both ways. You can share the form link directly with vendors so they self-submit their invoices, or you can use it as an internal intake form where your team enters invoice details on behalf of vendors.

How do I handle invoice attachments? +

formformform currently does not support file uploads. You can instruct submitters to email the invoice PDF to your AP inbox using the invoice number as the subject line, referencing this form submission.

Can I add an approval workflow to this form? +

formformform captures and delivers submissions but does not include built-in approval routing. You can route the email notification to a shared inbox and use your team's internal process to approve before payment is issued.

Can I export submissions to my accounting software? +

Yes. You can export all form submissions from the formformform dashboard as a CSV file, which can be imported into QuickBooks, Xero, NetSuite, or any other accounting platform that accepts CSV imports.

What should I put in the 'Account Number or Routing Information' field? +

This field is for ACH or wire transfer banking details. If your organization has a secure method for collecting banking information, you can note that vendors should use that channel instead and make this field optional or remove it.

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