Get Invoice Payment Form - Rochester Institute Of Technology - Rit

The Invoice Payment Form from the Rochester Institute of Technology is an essential document for processing payments to suppliers or for reimbursements. This guide provides step-by-step instructions on how to accurately fill out the form online to ensure timely processing.

Follow the steps to correctly complete the Invoice Payment Form.

1. Click ‘Get Form’ button to obtain the form and open it in your editor.
2. Fill in the 'Date Requested' field with the current date, indicating when you are preparing the form.
3. Enter the 'Date Due,' specifying the date by which payment should be completed in accordance with the supplier’s terms. Highlight this box if there is an early payment discount applicable.
4. If you are requesting a travel advance, input the relevant 'Travel Expense Report #' and indicate the duration of the trip in the 'Business Purpose' section.
5. Specify the name of the individual who will pick up the payment at the Cashier’s Office, if applicable.
6. Indicate the 'Invoice Type' as 'Standard.'
7. Enter the 'Supplier Invoice Date' as shown on the supplier’s invoice.
8. Provide the 'Supplier Invoice Number' found on the supplier’s documentation.
9. Input the 'Supplier Invoice Total,' ensuring to include any shipping and handling charges, but not sales tax.
10. If known, provide the 'Supplier Number.'
11. List the 'Supplier Name' which will appear on the payment check.
12. In the 'Distribution' section, enter the 'Account Number(s)' that will be charged for the expense.
13. Fill in the 'Amount' for each distribution line, indicating how much should be paid.
14. In the 'Business Purpose' field, describe the reason for the expense clearly.
15. For the 'When?' section, specify the date of the transaction or the duration of a travel advance.
16. Enter the place where the business transaction occurred in the 'Where?' field.
17. The preparer of the form should sign in the 'Requestor’s Signature' box.
18. Provide the telephone extension for the preparer in the designated space.
19. Ensure the preparer’s email address is included for any follow-up questions from Accounts Payable.
20. The department head or budget authority must sign the form in the 'Approver’s Signature' section.
21. Finally, ensure all relevant documentation is attached and forward the completed form to Accounts Payable for processing. Note the requirement for original receipts for reimbursements.

Complete your Invoice Payment Form online today to ensure prompt processing of your payments.