Creating a Purchase Request

New Request

To make a request, you'll want to begin by navigating to your Teampay Requests page;

1. First, select the Requests tab on the top.
2. Next, you'll want to select the "New Request" button in the right-hand corner of your screen.
3. Then you'll want to let your Approver know what you're buying, how much, and how often! You can also select a service start and end date for future invoices
4. Select "Submit"

Payment Methods

Single-use/'once'
A single-use card is... well, exactly what it sounds like. We will give you a virtual card number that can only be used one time! Please note if you try again after attempting or successfully processing a transaction - the card will no longer be active and will produce a decline.

• # of allowed transactions: one
  ex: A one-time catering charge for an office party

Card-on-file/'multiple times'

This is a refillable card that holds a balance and is akin to a gift card that can be used until the funds run out or is updated/increased.

• # of allowed transactions: unlimited
  ex: A card on file for Uber, Lyft

Recurring /daily, monthly, yearly
This card type is mainly used for subscriptions that are going to being charged for more than once. This card will be automatically replenished to the requested limit in the beginning of the day, month, or year.

• # of allowed transactions: unlimited
  ex: A monthly subscription to Facebook ads, a yearly subscription to Github

Purchase Order

With the Purchase Orders feature, you can create a PO instead of a virtual card. This helps any organization that handles purchasing by invoice.

Reimbursement

A reimbursement can be submitted for a purchase you paid out of pocket for. Once approved, your team will be able to issue payment directly to your bank account. In order to accept a payment, navigate to your Settings in the upper-right-hand corner of Teampay and update your bank account within the 'Preferences' tab.