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 |
| Invoices |
- 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.
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Supplier Invoice Request
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- 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.
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| PandA |
- 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.
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| 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.
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