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Generate a Payment Request Form

The Payment Request Form (PRF) is the financial document that you'll use if you pre-fund your account. The PRF is also the form you'll primarily rely on if you use the Net 30 funding strategy.

You should not consider this form as an invoice. Instead, you should use it to understand what your expected financial obligations for the month are planned to be. Learn more about the PRF financial document and's invoices and partner invoices.

Generate a Payment Request Form

The below instructions assume you use the Net 30 funding strategy, and that you do not have automatically generate this form and send it to you. If you want to automatically send this form to your Finance Contacts, change your funding document settings.

  1. From the left navigation bar, select [Menu] → Finance.

  2. From the left navigation menu, select Deposits.

  3. In the top-right corner of the Make Deposit screen, select Payment Request Form → Generate Payment Request Form.

  4. The items to be included in the PRF will appear. You can remove any item from the Actions columns.

  5. You can select which columns should be included in the PRF by selecting them from the Columns drop-down menu.

  6. Optionally, add a Vendor Code and Due Date.

  7. You can add additional items to the PRF, like a safety margin, by entering an Item Description and Item Amount under the Add Additional Items section and selecting the Add Item button.

    • Do not use commas in the Item Amount field.

  8. Select Generate PDF to download a PDF copy of the PRF.

Download your latest PRF


PRFs older than 30 days cannot be downloaded. Download and save your PRFs when they are created if you plan to reference them later. If you need assistance with PRFs older than 30 days, contact your Customer Success Manager (CSM) or our Support team.

You can download the most recently generated PRF by selecting Payment Request Form → Download Last Payment Request Form from the Make Deposit screen.

Manage your PRF settings

You can update your funding document settings (e.g., set your PRF to automatically be generated and sent to your Finance Contacts) from the Funding Document Settings screen. Learn how to manage funding document settings.

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