Create a Payment Request πŸ’΅

A step-by-step guide on how to get paid on Worksome

Christopher Nguyen avatar
Written by Christopher Nguyen
Updated over a week ago


See our guide on creating a payment request, written step-by-step πŸ“!
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1. Check that you have accepted your contract for the job

To be able to submit a payment request to your client, you first need to have received a contract offer from them. So first step - make sure you've got a contract offer & have accepted! βœ…

2. Hit "Create new payment request"

Once you've accepted your contract, you'll see you now have a "Create new payment request" button available on the job. You can create a payment request directly from your dashboard or in your Job Conversation with your client:

3. Fill in your Payment Request Details

When creating a Payment Request, you'll see you have a few simple fields to complete, all in one easy screen:

The important fields to remember are...

Add your Billing Period (the time period you are billing 'from' and 'to').

Add the Number of Hours/Days/Weeks/Amount you are billing for.

The rate will auto-populate with your agreed contract rate, simply enter the number of hours/days/weeks you are billing for, and the payment request total will calculate for you.

If for any reason you need to bill for an amount different to your agreed rate (and your client has agreed so), you can 'Specify Amount'.


Need to add overtime pay to your payment request?

Here's a short guide on how to add overtime pay.


​Day Rate Bill

Weekly Rate Bill

Add your Timesheet

Be sure to enter a timesheet for your payment request. You have 3 ways to do this in Worksome:

- You can upload a file (a screenshot from your client's timesheet system if applicable).

- You can use our in-built timesheet.

- You can use our text field to simply write your timesheet information.

4. Send Your Payment Request

Once you've filled in all required fields, please ensure you double-check your payment request total.

And if you're ready to go, hit the Send Payment Request button!

You'll then be able to see the bill in your Job Conversation, and also follow updates on your Billing dashboard. You'll see you can also download a copy of the bill, or invoice (if needed for your records):

5. Getting Paid

Once we receive payment from the client, we will process a payout to your bank account. You will receive an email notification from Worksome as soon as the payment has been processed by our team.

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 so here: https://use.worksome.co.uk/profile/edit#bank-setup


Removing a Payment Request


Made a mistake on your payment request, and need a do-over?

If the payment request has not yet been approved by your client, you can edit or cancel it. Check out our guides here for editing or removing a payment request in Worksome.


Regarding Invoices

You may already be using your own bookkeeping system and producing invoices for work completed through Worksome. This is completely acceptable. However, we do require you to create corresponding payment requests in Worksome that match the total amount of your invoices generated for Worksome.

A quick example

For example, if you perform work worth 100 USD and issue an invoice from your company to Worksome for that amount, you should also replicate this 100 USD total in your payment request to your client.

By doing this, you inform both Worksome and your client of the expected payment amount. If your client needs you to send your own invoice, you can easily do so. Just attach the invoice to the conversation with your client, then create a payment request that matches the attached invoice. If your client does not request that you attach your own invoices (and most don't), there's no need to attach them.In this case you can generate and maintain invoices solely for your own bookkeeping and invoicing consistency. Worksome will simply determine the amount we owe you based on your payment requests in the system.

Additionally, as mentioned earlier, you can choose not to produce your own invoices and rely on the ones we generate on your behalf, based on your payment requests.

Worksome will always invoice your client

Invoicing always goes through Worksome. In other words, you invoice Worksome and then Worksome invoice your client. So no need to worry about getting an invoice to your client. Your client will be invoiced from Worksome based on your payment request.

Any queries?

Just hit the chat button to your right to chat with the Worksome Support team, or email hello@worksome.com.

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