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Creating and submitting recurring requests

Create requests for goods and services that need to be bought regularly, such as weekly, monthly, or quarterly.

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Written by Payhawk
Updated over a week ago

Recurring requests are requests that occur periodically.

You can also create and submit recurring requests by using the Payhawk Procurement Agent.

To create a request for a recurring request:

  1. In the Payhawk web portal, go to Requests.

  2. Click on the + New button.

  3. In the dialog that opens:

    1. Select the type of request.

    2. Describe the request, for example, what you need and why.

    3. (Optional) Attach a document for your recurring request, for example, a supplier quote.

    4. Click on Continue. As a result, the request will be created.

  4. Fill in the information included in the Request details section.

    1. The Summary will appear as the title of your request.

    2. The Description can hold information you consider important for approvers and reviewers to know.

    3. In the Supplier field, choose the company from which you want to request the goods or services. If you cannot find it in the list of existing companies, Payhawk will prompt you to mark the supplier as new.

      To create a recurring request:

      1. Go to Recurrence and select the period for which a new request instance will be opened, for example, Monthly.

      2. Under From and To, select the start and end date, respectively, of the recurring request, for example, a year from the current date.

      3. (Optional) Attach a document for your recurring request, for example, a supplier quote.

    4. In Payment method, fill in the payment method for the request - whether it will be paid with a card or via bank transfer. If you ned to edit the payment method, click on Edit, provide the information, and click on Save.

    5. In Special instructions, enter any special instructions you want approvers or reviewers to see.

  5. Fill in the information included in the Additional information section. It will contain fields that were set as required for submitting this specific type of request by a Payhawk administrator at your company.

  6. Fill in the information included in the Items to buy section - the description of the items you want to request, their quantity, and net unit price. To add new items, click on the Add new item button.

  7. Based on the provided information, Payhawk will create the request instances for the period you specified.

  8. To submit the request, click on Submit.

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