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Payments & Banking Information

Setting up your payment method, submitting invoices, tracking payment status, and banking details.

Downloading Pay Run Statements
From your Worksuite account, you will be able to download payment statements via the Worksuite Payments module. Let's look at the steps below. The Pay...
Fri, 30 Oct, 2026 at 1:23 PM
Downloading Payment Reports
From your Worksuite account, you will be able to access payment reports via the Worksuite Payments module. Let's look at the steps below. The Payments...
Thu, 29 Oct, 2026 at 5:39 PM
Foreign Exchange (FX) and Worksuite
Understanding Your Bank Transfers When Worksuite initiates a bank transfer, we send you the full requested amount. Neither Worksuite nor our partners char...
Thu, 29 Oct, 2026 at 4:11 PM
How Do I Add a PO Number, Business Name or VAT Number to My Invoice?
Your client may need certain details on your invoices, such as a PO number, and you may need your business name or tax number on them too. This article exp...
Fri, 30 Oct, 2026 at 1:11 PM
How to Add Your Bank Details and Fix Common Errors
Your client can pay you through Worksuite only once your bank details are saved and verified. This article shows where to add them, how to fill in the form...
Fri, 30 Oct, 2026 at 1:11 PM
How to Bill Expenses and Request a Reimbursement
If you paid for something as part of your work for a client, such as travel, materials or a fee, you bill it to your client on an invoice. This article sho...
Fri, 30 Oct, 2026 at 2:36 PM
How to Request a Proof of Payment (POP)
If your invoice shows as Paid but you have not yet seen the funds in your account, you can now download a proof of payment yourself, directly from Worksuit...
Thu, 29 Oct, 2026 at 4:14 PM
Invoice Statuses: What Each One Means and What You Can Do
After you submit an invoice, its status tells you where it is and what you can still change. This article explains each status, how to fix, delete or resub...
Fri, 30 Oct, 2026 at 1:09 PM
Invoices and Payments: Where is my payment?
If you are expecting a payment and have not received it yet, please review the information below. TABLE OF CONTENTS Invoice Status Banking and Tax Inf...
Fri, 30 Oct, 2026 at 1:22 PM
Payment Processing - Holidays 2024-2026
How do banking holidays impact the payment processing timeline? In the United States, the Federal Reserve, which plays a central role in processing payme...
Thu, 29 Oct, 2026 at 4:11 PM

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