---
title: Request a payment
summary: Ask for a payment for a bill, an RA bill, a purchase order advance, a work order advance, a retention or a cash advance, and change or send back a request.
order: 1
menu: Accounts > Payments > All Payments
route: /payment/newrequest
who: People who have the Add Payments permission. Editing a request needs Edit.
---

You make a payment request to start the payment of a bill or an advance. The request then goes to the director and to accounts for approval. See [Payments](index.md) for the whole flow.

For example, Acme owes Alder Steel Works ₹1,00,000 for a certified bill. You open a new request, choose **Bill Payment**, choose the supplier and the bill, and Superwise fills the amount.

## Before you start

- Select the project at the top of the screen.
- For **Bill Payment**, certify the [purchase bill](../purchase-bill/index.md) first.
- For **RA Bill Payment**, the [RA bill](../ra-bills/index.md) must be **Accepted**.
- You need the Add permission on Payments.

## How to request a payment

1. Open **Accounts** in the left menu, open **Payments** and click **All Payments**.
2. Click **Create New Request**.
3. Check **Project**. Change it if the request is for another project.
4. In **Payment For**, choose the kind of payment. The next fields depend on this choice. See the table below.
5. Choose the person or the company, and the bill, voucher, order or RA bill. See the table below.
6. Check **Requested Amount**. Superwise fills it from the bill, the vouchers or the RA bill. You can change it.
7. In **Payment By**, choose the date by which the money should be paid.
8. In **Preferred Mode**, choose **Cash**, **Cheque**, **BankTransfer** or **PDC**. PDC is a post-dated cheque.
9. In **Notes**, type a message for the approvers.
10. Click **Create**. For **RA Bill Payment** the button says **Process**.

## What to fill for each kind of payment

| Payment For | What to choose | What the amount is |
| --- | --- | --- |
| **PO Advance** | **Organization**, then **Purchase Order** | You type it. |
| **Bill Payment** | **Organization**, then one or more **Bills** | The pending amount of the bills. |
| **Advance Cash** | **Paid To**, a person on site | You type it. |
| **Reimburse Cash Expense** | **Paid To**, then **Expense Vouchers** | The total of the vouchers. |
| **Work Order Advance** | **Organization** | You type it. |
| **RA Bill Payment** | **Organization**, then **RA Bill** | The pending amount of the RA bill. |
| **Retention Payment** | **Organization** | You type it. |

Under the form, tabs show what was already paid and what is still open for that supplier or person. For a bill payment the tabs are **Bills Accepted**, **Payment Processed**, **Bills Pending** and **Payments Unprocessed**. Use them to avoid paying twice.

## How to change a request

1. In **All Payments**, click the **Edit** button at the end of the row.
2. Change the fields. The button says **Save**.
3. Click **Save**. The request goes back to **Queued**. The approvers decide again.

## What the fields mean

| Name | What it means |
| --- | --- |
| **Project** | The project that pays. |
| **Payment For** | The kind of payment. |
| **Paid To** | The person who gets cash. |
| **Organization** | The supplier or contractor who gets the money. |
| **Purchase Order** | The order that the advance is for. |
| **Bills** | The certified bills that you want to pay. |
| **Expense Vouchers** | The cash expense vouchers that you reimburse. |
| **RA Bill** | The RA bill that you pay. |
| **Requested Amount** | The amount you ask for. |
| **Payment By** | The date by which the money should be paid. |
| **Preferred Mode** | The way you prefer to pay. The accountant can choose another when releasing. |
| **Notes** | A message that the approvers and the accountant read. |

## Rules to know

- A bill can be in one request only. Superwise shows **Payment requests already created for Bill No** for a second request.
- An advance needs a purchase order. Superwise shows **No PO Mentioned for Advance Payment** if it is empty.
- An RA bill payment needs an RA bill. Superwise shows **No RA Bill selected for Payment** if it is empty.
- A cash reimbursement needs vouchers, and each voucher must be accepted. Superwise shows **No Expenses Added** or the status of the voucher otherwise.
- A request for **RA Bill Payment** is processed at once. It does not wait for approval.

## If something goes wrong

| What you see | What to do |
| --- | --- |
| **Access denied** | You do not have the Add permission on Payments. |
| **No Bill Details Added** | Choose at least one bill in **Bills**. |
| **Payment requests already created for Bill No** | The bill already has a request. Edit or delete that request instead. |
| A bill is missing in **Bills**. | Check that the bill belongs to that supplier and that project, and that it is certified. |

## Related pages

- [Payments](index.md)
- [Approve payment requests](approve-payments.md)
- [Release a payment](release-payment.md)
- [Purchase bills](../purchase-bill/index.md)
- [RA bills](../ra-bills/index.md)