Creating a payment request in Worksome is easy and fast, and this guide walks you through each step. From setting up your job’s contract 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. 👇

Step-by-Step Guide

Step 1: Access the Job Conversation

Go to your Conversations and open the Conversation with your Client. Make sure you've got a contract offer & have accepted! ✅

New job offer in conversations section. Review contract to accept the job

Step 2: Click "Create New Payment Request"

Once you’ve accepted the contract, you’ll see a Create New Payment Request button available in the job. You can access this button directly from your dashboard or within the Job Conversation.

Once contract is approved, you can create new payment request

Step 3: 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 you’re billing.
Number of Hours/Days/Weeks: Enter the number of hours, days, or weeks worked, based on your contract’s 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.

Adding Overtime: If applicable, you can add overtime to your payment request. Here’s 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 client’s system.
Use the in-built timesheet: Worksome’s timesheet is available for direct entry.
Text field: Simply type your timesheet details.

Three ways to create a timesheet. Freelancers can choose between textarea, Worksome's sheets or uploading your own files

Step 4: Send Your Payment Request

Once you’ve completed all fields and double-checked the total, click Send Payment Request. Your payment request will be visible in the Job Conversation, and you can track updates on your Payment Requests page. You can also download a copy of the request or the invoice by selecting the invoice number.

Getting Paid

Once your payment request is approved by the client, the payment request’s 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 you’ll receive an email notification.

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.

Related Resources

Need more information? Check out these guides:

🔗When will I get paid?

🔗Editing or Removing a Payment Request

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!