Creating a payment request in Worksome is easy and fast, and this guide walks you through each step. From accessing your hire to sending the request and tracking its status, we'll cover everything you need to make sure your payment request is complete and ready for processing. Follow these steps to streamline your payment requests and stay on top of your earnings.
You need a signed contract before you can request payment in Worksome.
Step-by-Step Guide how to get paid
1: Where do I submit a payment request in Worksome
Once you've accepted the contract, you'll see a Create New Payment Request button in:
Job Conversation, the button appears directly in the thread.
Hire Page, open the hire and click the plus (+) button in the Payments section to start a new payment request or expense report.
Payment Requests page, click Create New Payment Request at the top of the page.
You can choose any of the option above.
2: Once you click "Create New Payment Request" fill in your payment request details
On the payment request screen, fill out a few key fields:
Billing Period: Enter the start and end dates for the period youâre billing.
Billing period should be within your contract timeframe. If you put dates outside contract dates, you will not be able to submit payment request.
Number of Hours/Days/Weeks: Enter the number of hours, days, or weeks worked, based on your contractâs billing rate (hourly, daily, weekly, or monthly). The total will auto-calculate using your agreed rate.
If you need to bill a different amount from your agreed rate, use the Specify Amount option.
Specify Amount is the option that lets you override that auto-calculated total and enter a specific amount instead - for cases where what you're billing doesn't match your standard rate (e.g. a one-off adjusted fee, a partial-period rate, or an agreed exception with your client).
You can add payment details (e.g. days worked) to the comment section. Only use Specify Amount when your client has agreed to the different figure ahead of time, to avoid delays in approval.
Expenses
You can request expenses reimbursement by adding expenses report to a payment request. More details on expenses here.
Adding Overtime: If applicable, you can add overtime to your payment request. Hereâs how to add overtime pay.
Timesheet Requirements
If your client requests a timesheet, you can provide one in three ways:
Upload a file: For instance, a screenshot from your clientâs system.
Use the in-built timesheet: Worksomeâs timesheet is available for direct entry.
Comment: Simply type your timesheet details.
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If you opt for the in-built timesheet you'll need to fill in each day worked and indicate how many hours worked if you're on an hourly rate.
AI Timesheets
AI Timesheets let you upload timesheet in whatever format you already use - PDF, JPG, or PNG - and Worksome automatically converts it into structured, standardized data for payment requests, approvals, and payroll. No manual re-entry, no client-side integration needed.
AI Timesheets only available when Worksome Intelligence is enabled for the organization (on the client's side).
Step 4: Send Your Payment Request
Once youâve completed all fields and double-checked the total, click Send Payment Request. You can track updates on your Payment Requests page.
You can also download a copy of the invoice by selecting the invoice number. A file for download is available after the client approves payment request.
Getting Paid
Once your payment request is approved by the client, the payment requestâs due date will be visible on your Payment Request page. After Worksome receives payment from the client, the payout will be processed to your bank account, and youâll receive an email notification.
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Note: It is your responsibility to ensure you have the right bank details saved in Worksome when your payment is due. If you want to check or update your bank details, you can do that in your bank details settings.
FAQ
Why do I get "The bill start date must be within the contract period"?
This means the dates you're billing for fall outside your contract's official start or end date â most often because your contract's start date was set later than the day you actually began work. You can't fix this yourself: ask your client to correct the contract dates or raise an amendment covering the missing period.
Where can I check my payment request status? When do I get paid?
Check due date by clicking on status of the payment request in your Payment Requests page.
Related Resources
Need more information? Check out these guides:
Need Help?
If you have any questions about editing or removing payment requests, feel free to reach out to Worksome Support through live chat or by emailing hello@worksome.com. We're here to assist!