Image of an invoice.

Request Support

Departments are responsible for following three steps to ensure a successful paying experience:

  1. Know and understand the department role in Policy 3401 General Payment Policy and all its associated procedures.
  2. Take advantage of the Procurement Toolkit. The toolkit is designed to help departments navigate the process and outlines key information and essential process details such as how to prepare, edit, or monitor a transaction, as well as the specific Workday role(s) required.
  3. Attend information sessions/workshops/trainings offered to department staff. You can sign-up for current offerings here.

Procurement Paying

Navigate the payment request types and associated purchase types to understand how to request payment from our team.

Payment Request Types Use for the following purchase types
  • Preferred mechanism for requesting a disbursement of University funds.
  • An Invoice is required for all disbursements except those specially enumerated in Policy 3401 General Payment, Section 3401.1.
  • Learn more about Invoices
    • See the Key Information for submission instructions.

Supplier Invoice Request

  • A supplier Invoice Request is the preferred mechanism for the following business cases:
    • Expense reimbursements (non-employees)
    • Honoraria;
    • Interest payments;
    • License fees and subscription payments;
    • Loan payments;
    • Refunds;
    • Royalty payments;
    • Tax payments; and
    • Utility payments.
  • Learn more about Supplier Invoice Requests
    • See the “Create a Supplier Invoice Request” section for submission instructions.
  • Submit request for a prize, award, fellowship or stipend payments to Yale University students.
  • Learn more about PandA
    • See the “Create a Prize or Award” section for submission instructions.
Recurring Payments
  • Recurring payments, also known as recurring invoices may be established for transactions of fixed amounts that occur at regular intervals (e.g., monthly, semi-annually), over a specific period (e.g., one year).
  • Utility payments, which may vary in amount billed may also be set up as recurring payments.
  • Learn more about recurring payments
    • See the “Request Recurring a Payment is Established” section for submission instructions.