Our customizable Direction of Pay Form template is designed to help you quickly gather the necessary information for efficient and secure payments.
Use this template from WPForms to create a system to authorize different payments, without the lengthy process of approvals.
How Does the Direction of Pay Form Template Work?
The first section of the form focuses on gathering Payee Information, including their full name, email address, phone number, and address details. Meanwhile, the second section of the form focuses on gathering Payer Information. This ensures accurate identification and contact information for seamless payment processing.
Next, the Payment Instructions section lets payees specify the payment amount, payment description or purpose, and any relevant invoice or reference number. This helps in categorizing and tracking payments effectively.
To comply with legal and regulatory requirements, there is an Authorization and Consent section. Payees can consent to initiate the Direction of Pay and agree to the terms and conditions of the payment process.
Lastly, to ensure everything is confirmed and checked thoroughly, the form presents a Digital Signature field confirming the payment authorization, along with the date of the signature of the Payee for record-keeping purposes.
And to take the guesswork out of using a signature on your form, we’ve included a bit of internal information in the form builder to help you out. Your form users won’t see this extra field, but in it you’ll find tips and links for additional guidance.
Sign up with WPForms today to access our Direction of Pay Form template, along with a wide range of customizable templates designed to support your business growth!
