✨ Makeform is in Beta
Free AI Check Request Form Generator
Create professional check request forms in seconds — secure, compliant, and ready for your accounts payable workflow.
Check Request Templates
Start with a Professional Payment Template
Choose from finance-approved check request templates and customize them to match your accounts payable policies.
Vendor Payment Request Form
Process third-party invoices with W-9 attachment fields, tax ID collection, and Net 30 terms.
Most PopularEmployee Reimbursement Form
Track out-of-pocket expenses with receipt uploads, mileage logs, and manager approval routing.
Grant Disbursement Request
Manage non-profit fund allocations with budget codes, grant compliance checks, and board sign-offs.
Emergency Check Authorization
Expedite urgent payments with priority flags, wire transfer details, and executive approvals.
What Is a Check Request Form?
The Foundation of Accounts Payable Compliance
A check request form (or payment authorization form) is an internal financial document used to request funds for vendors, independent contractors, or employee reimbursements. It creates an official paper trail for accounts payable, ensuring every disbursement is backed by an invoice, receipt, or contract. A compliant payment request captures the payee's tax ID, general ledger (GL) codes, and approval signatures to prevent fraud. Pair it with an asset checkout form or freelance project request to maintain strict financial controls across your organization.
How It Works
Create Your Payment Authorization Form in 3 Steps
Describe your accounts payable needs, customize the approval workflow, and start collecting secure payment requests instantly.
Real-World Examples
Check Request Scenarios
See how finance teams use payment request forms to process vendor invoices, contractor fees, and employee expenses.
A marketing manager needs to pay a freelance graphic designer for a recent rebranding campaign.
Collecting the W-9 upfront prevents year-end 1099 reporting delays for the accounting team.
Check Request Form Checklist
Essential Fields for Financial Compliance
When to Use a Check Request Form
Common Accounts Payable Scenarios
Independent Contractors
PopularProcess payments for freelancers and consultants while ensuring 1099 tax compliance and contract verification.
Employee Reimbursements
Track out-of-pocket expenses, mileage, and travel costs with mandatory receipt uploads and manager sign-offs.
Vendor Invoices
Authorize payments for software subscriptions, office supplies, and professional services with proper GL coding.
Grant Disbursements
Manage non-profit fund allocations with strict budget tracking, compliance checks, and board member approvals.
Best Practices for Payment Requests
Streamline Your Accounts Payable Workflow
Follow these finance-approved tips to reduce payment delays, prevent fraud, and simplify your month-end reconciliation.
Require W-9s Upfront
Never issue a vendor payment without a W-9 on file. Add a mandatory file upload field for new payees to avoid a scramble during 1099 tax season.
Use Conditional Approval Routing
Set rules based on amount. For example, automatically route requests under $500 to department heads, but require CFO sign-off for anything over $5k.
Mandate GL Coding at Submission
Force submitters to select a General Ledger code from a dropdown menu. This saves the accounting team hours of manual reclassification at month-end.
Enforce Receipt Policies
For employee reimbursements, clearly state your accountable plan rules on the form. Reject submissions missing itemized receipts to maintain.
Why Finance Teams Choose Makeform
Built for Secure Financial Workflows
Everything you need to collect, route, and approve payment requests securely — powered by intelligent AI form generation.
AI-Powered Form Generation
Describe your specific payment scenario and get a compliant, GL-ready form generated in seconds.
Conditional Logic
Show or hide fields based on payment type, and route high-value requests to executive approvers automatically.
Digital Signatures
Capture legally binding authorization signatures from department heads and finance controllers.
Automated Notifications
Instantly alert the accounts payable team when a new invoice is submitted, reducing payment delays.
Mobile Receipt Capture
Employees can easily snap photos of travel receipts and submit reimbursement requests directly from their phones.
Secure File Uploads
Safely collect sensitive W-9s, vendor contracts, and itemized receipts with enterprise-grade encryption.
How Makeform Compares
Payment Request Form Solutions
See why modern finance teams are upgrading from manual PDFs and basic form builders to Makeform's AI-powered platform.
| Feature | Makeform | Jotform | Google Forms |
|---|---|---|---|
| AI Form Generation | ✅ | ❌ | ❌ |
| Professional Templates | ✅ | ✅ | Limited |
| Digital Signatures | ✅ | Paid | ❌ |
| Conditional Logic | ✅ | ✅ | Limited |
| Mobile Optimized | ✅ | ✅ | Basic |
| Free Plan | ✅ | Limited | ✅ |
| Multi-Language | 13 languages | Limited | Manual |
| Custom Branding | ✅ | Paid | Limited |
Makeform is the only platform that combines AI form generation with enterprise-grade financial controls — including conditional approval routing, secure W-9 uploads, and digital signatures.
Frequently Asked Questions
Check Request & Accounts Payable FAQ
Common questions about payment authorization, IRS compliance, and best practices for managing vendor disbursements.
Ready to Streamline Your Accounts Payable?
Create Your Payment Request Form in Seconds
No credit card required. Generate a secure, compliant check request form with AI — complete with approval routing and file uploads.