If you need a template to request that an accountant or authorized person pay for an incurred expense, you can download it. Form 05-TT according to Circular 99/2025/TT-BTC Alternatively, use an expanded internal template depending on your business processes. If the goal is to request payment from customers/partners, you should use... payment request letter instead of Form 05-TT.
The document below consists of 4 editable Word files, along with instructions on selecting the correct template, required supporting documents, how to handle partial payments, and notes on the applicable accounting system.
Download the 2026 payment request form quickly.
One easy way to choose is to identify Who is offering to pay? And what stage is the payment currently at? The table below leads directly to the correct template.
| Situation | Recommended model | Status | Go to file |
|---|---|---|---|
| The individual/department that incurred the expense has requested payment from the company. | Form 05-TT – Payment Request Form | According to Circular 99 | Download Form 05-TT |
| Businesses need to add fields for budget, project, payment deadline, recipient account, and approval checklist. | Internal Payment Request Form/Symbol | Internal template | Download internal template |
| The supplier/business requests that the customer or partner pay the outstanding debt. | Letter requesting payment of outstanding debt | To our partners | Download the accounts receivable template |
| Request for payment based on contract, volume, or construction acceptance documents. | Letter requesting payment for the contract. | According to the contract | Download contract template |
1. Form 05-TT – Payment Request Form according to Circular 99
Suitable when: The applicant has incurred or paid an amount due, but has not been paid by the business or has not received an advance payment.
The file includes: Information about the unit, the requester, the department, the payment details, the amount, supporting documents, and signature locations should follow the template.
2. Internal payment request form with checklist
Suitable when: Businesses want to have more control over the number of requests, departments/projects, payment due dates, contracts/POs/invoices, payment methods, and account information.
Note: This is an internal reference template and should not be labeled as a form issued under a circular.
3. Sample letter requesting payment of outstanding debt
Suitable when: The business has provided goods/services and needs to send a document to the customer to request payment according to the contract, invoice, or reconciliation statement.
Available: The document includes the value as recorded, the amount paid, the amount due, the proposed deadline, the beneficiary account, and the procedure for handling discrepancies.
4. Sample letter requesting payment for a construction contract.
Suitable when: Payment records depend on the contract, appendices, acceptance/quantity reports, and cumulative paid-up values.
Standardized score: The VAT code 10% is not defaulted; the person preparing the form must fill in the tax rate and value according to the records, tax regulations, and actual contract terms.
What is a payment request? Distinguishing between 4 types of documents that are easily confused.
Payment request form In internal procedures, it refers to documentation that the person who incurred the expense or payment obligation submits to the accountant/authorized person for review and payment. This concept is different from Letter requesting payment of outstanding debt which a business sends to its customers or partners.
Before filling out the form, it's necessary to distinguish between advance payment requests and advance payment settlements. The three documents 03-TT, 04-TT, and 05-TT serve three different stages.
| Document | When should I use it? | Who sent it to whom? | It should not be used as a substitute for |
|---|---|---|---|
| 03-TT – Request for Advance Payment | Payment must be received before the expenditure can be made. | Individual/Department → Enterprise | The amount already spent needs to be paid. |
| 04-TT – Advance Payment Receipt | Advance payments have been received and the amount used needs to be settled. | Recipient of advance payment → business | New advance payment request |
| 05-TT – Payment Request Form | The expense/payment obligation has been incurred and the payer needs to be paid. | Individual/Department → Enterprise | Letter demanding payment from a customer. |
| Letter requesting payment of outstanding debt | Require the buyer/customer to fulfill their payment obligations as per the agreement between the two parties. | Business → Customer/Partner | Internal Document 05-TT |
If you need a deeper understanding of payment requirements in the purchasing – invoicing – approval – disbursement flow, you can refer to the following. Payment Request and the payment request process.
When is Form 05-TT, as per Circular 99, used?
Circular 99/2025/TT-BTC takes effect from January 1, 2026, and stipulates a system of reference accounting documents for businesses within its scope of application. Within the group of monetary documents, Form 05-TT is the Payment Request Form..
This form is suitable when the applicant has incurred an expense or obligation that needs to be paid but has not yet received payment from the business or has not received an advance payment. If requesting advance payment before expenditure, it should be distinguished from form 03-TT; if settling an advance payment, it should be distinguished from form 04-TT.
What information is included in Form 05-TT?
- Unit and address.
- Date and recipient.
- The name of the person requesting payment, their department, or address.
- Payment details.
- The amount in both numbers and words.
- Number of original supporting documents.
- Signature/confirmation positions according to the template.
For further comparison with other monetary documents, see List of sample accounting documents according to Circular 99.
Which accounting system needs to be reviewed before using the template in 2026?
Although the phrase "payment request form" is used, the accounting basis may differ depending on the type of entity and the applicable regulations. Therefore, you should not take a file labeled TT200, TT107, or TT79 from the Internet and assume it is the current form for 2026.
| Object / Mode | Documents to be checked | How to handle it in 2026 |
|---|---|---|
| Businesses falling under the scope of Circular 99 | Circular 99/2025/TT-BTC | Use Form 05-TT for verification. If the fiscal year does not coincide with the calendar year, the start date of the fiscal year must be checked before determining the applicable regime. |
| Small and medium-sized enterprises are applying Circular 133. | Circular 133/2016/TT-BTC, amended by Circular 46/2025/TT-BTC | Do not attempt to switch to the TT99 file if the business is still under and applying the TT133 regime; it is necessary to compare the correct appendices/documents of the currently applied regime. |
| Micro Enterprise | Circular 58/2026/TT-BTC | Circular 58 takes effect from July 1, 2026, and has its own scope. Micro-enterprises need to determine their preferred mode before using the forms in Circular 99 or Circular 133. |
| State agencies, public service units, and entities under the administrative and non-business regime. | Circular 24/2024/TT-BTC and related amendments. | Do not continue to consider form C43-BB under Circular 107/2017 as the current form simply because the old file is still shared on the Internet. |
| Documents Circulars 200/2014, 107/2017, and 79/2019 are in the old archive. | Historical text / has been superseded or is no longer in effect within its respective scope. | It may be saved for reference to previous records if needed, but it should not be labeled "latest 2026 version". Circular 79/2019 has been fully repealed since January 1, 2025. |
How to fill out a payment request form so that the accountant can easily check it.
No need for lengthy writing. The goal is for the examiner to be able to identify it. Who proposed it, what was the proposed amount, what was the basis for it, how much money was it, and what documents were required?.
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Identify the proposer and department
Clearly identify the person responsible for the record. For internal templates, include the department, project, or expense center if the business is tracking budgets in those dimensions.
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Provide a detailed description of the payment for verification purposes.
It is important to clearly specify which contract, order, invoice, acceptance certificate, or work item the payment is associated with. Avoid overly general descriptions such as "August expense payment" if the documentation includes multiple different items.
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Write down the amount and check the number in words.
The amount on the request form must match the statement/document after payments, advances, deductions, or unapproved payments have been made.
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List the supporting documents.
If the form includes the line “attached… original documents”, the entries must be counted and recorded in accordance with the actual records. With electronic processes, businesses can manage attached files according to regulations and internal systems, but must still ensure the ability to retrieve and cross-reference them.
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Verify the approver and recipient information.
Before sending, check the approval authority, beneficiary, account number, bank, and payment due date. Do not rely solely on account information sent via text message if your business has its own supplier verification process.
What documents should be included with a payment request?
There isn't one set of documentation for every expense. Before submitting, you should compare the contract terms, internal policies, nature of the transaction, and the company's documentation requirements.
| Situation | Documents that often need checking |
|---|---|
| Purchase goods/services | Purchase order (PO) if any, contract, invoice, delivery/acceptance record, statement and related approval documents. |
| The employee costs were paid by the employee themselves. | Approve expenditures, invoices/transaction documents, proof of payment, statements, and payment requests. |
| Payment as per contract | Contract/appendix, payment terms, invoices/documents as agreed, acceptance report or completion confirmation, if any. |
| Settling customer accounts receivable | Contracts/orders, invoices, debt reconciliation statements, payment history, and payment request letters when necessary. |
If the expense falls under business travel expenses, it can be viewed separately. Sample forms for requesting reimbursement of travel expenses To avoid turning a general payment request form into an overly broad set of expense documents.
What should be included in a payment request form sent to a customer?
This is a different branch from Form 05-TT. The debt collection letter is sent outside the enterprise to request customers/partners to fulfill their payment obligations according to the agreed-upon documents.
Information should be included.
- The contract, order, invoice, or reconciliation statement will serve as the basis.
- Value as per records.
- Amount paid.
- The remaining amount to be paid.
- The deadline or date for requesting payment.
- Beneficiary account information.
- The representative signs on behalf of the company.
If the customer has already paid in part.
Do not continue to state the full contract value as the amount being requested. Separate it clearly. Value as per record → Amount received → Amount remaining to be paid. If there are any disputed or pending amounts, this should be clearly stated instead of adding them to the "outstanding debt" amount that has not yet been confirmed.
For more in-depth management of debt aging, payment terms, and collection processes, see How to manage customer accounts receivable.
What should be noted in the contract payment request form and construction documents?
In construction contracts or volume-based payment transactions, the proposed amount typically depends more on the contract terms, appendices, volume/acceptance, cumulative value, and payment records agreed upon by the parties.
The tax rate should not be fixed in the template.
A shared template file should not include "VAT 10%" as a fixed value. The tax rate, pre-/post-tax value, and proposed total amount must be taken from actual records and applicable tax regulations at the time of the transaction.
A single set of documents should not be used for all contracts.
Decree 37/2015/ND-CP on construction contracts has undergone partial changes in its validity over time. When preparing payment documents, it is necessary to check the type of contract, the signed terms, amendments/related documents, and applicable regulations at the time of execution; one should not simply copy a timeline or list of documents from an old template.
When should Form 05-TT not be used?
Need money before spending
This is an advance payment situation. It is necessary to check Form 03-TT or the appropriate advance payment form in accordance with the applicable regulations/procedures.
Advance payment has been received and final settlement is underway.
This is an advance payment. The name 05-TT should not be changed to "reimburse advance" to replace 04-TT.
Request customers to repay their debts.
A formal payment request should be made in accordance with the contract, invoice, and outstanding debt between the two parties.
The entity applies a different accounting system.
Small and medium-sized enterprises, micro-enterprises, or administrative and public service units need to check their specific regulations before using Circular 99 as the default form.
Checklist before submitting a payment request.
- The correct type of document: Advance payment, advance settlement, internal payment, or partner debt?
- Do not send duplicates: Check the request number, invoice, contract, and payment history.
- Matching amount: The numbers, written statements, lists, and supporting documents do not contradict each other.
- Advance payment has been deducted: Especially with contracts or debts that require multiple installment payments.
- The recipient information is correct: Beneficiary's name, account number, bank, and the basis for any account changes.
- Complete documentation: Contracts/purchase orders, invoices, delivery/acceptance documents, statements, or other documents as required.
- Within budget and authority: If the business has a budget or approval matrix, check it before submitting.
- Status is clear: If documentation is missing, disputed, or awaiting verification, specify this instead of submitting it as a complete file.
When the payment request process goes beyond a Word/Excel file.
This form is suitable when the number of requests can be managed via file and the business has a clear approval process. When multiple departments submit requests, controlling limits/budgets, tracking approval status, payments, and document reconciliation becomes more difficult to track when exchanging information via separate files and email.
Bizzi Expense Pay Suitable for the expenditure process management level: budgeting/limits, requests and approvals, payments within the scope of implementation, and then reconciling transactions with invoices, receipts, and approval history.
| Step | Scope of support |
|---|---|
| Budget & Limits | Set spending limits and track usage according to the configured policy. |
| Request & Approval | Record payment/advance requests and approval flows according to company procedures. |
| Pay | Payment support is provided within the scope of the solution and deployment configuration. |
| Reconciliation | Link transactions to invoices, receipts, and approval history to support post-expenditure verification. |
Learn about cost management and payment systems.
If your business needs to control expense requests, limits, approvals, payments, and documentation all within a single process, you might consider this: Bizzi Expense Pay expense management and payment system.
Frequently Asked Questions about Payment Request Forms
Is a payment request form required for all expenses?
It should not be concluded that all expenses of all businesses must have the same payment request form. Businesses need to base their requests on the accounting system they are applying, internal regulations, supporting documents for the transaction, and the approval authority. If using Form 05-TT according to Circular 99, it should be understood that this is a form within the system of supporting documents for reference and application within the scope of the circular.
Is Form 05-TT under Circular 200 still the latest form as of 2026?
It is not advisable to label Form 05-TT under Circular 200 as the "latest 2026 form" for businesses falling under the scope of Circular 99. Circular 99/2025/TT-BTC takes effect from January 1, 2026, and has a corresponding Form 05-TT. Older Circular 200 documents can be retained for comparison with previous periods if needed.
Can small and medium-sized enterprises applying Circular 133 use Circular 99 directly?
Do not use the default settings. Circular 133/2016 is currently partially expired and has been amended by Circular 46/2025. If your business is applying Circular 133, you need to compare the forms and regulations of that specific regulation before replacing it with Circular 99.
Does the payment request form need to be stamped?
Form 05-TT should not be interpreted as a mandatory external document requiring a seal in all cases. The signing, approval, and use of the seal should be based on the type of document, the company's regulations, and the authority of the signatory. For documents sent to customers/partners, businesses should apply their own regulations regarding signing and seal usage.
Should the payment request form sent to customers be in Word or Excel?
Word is generally more suitable for official documents sent to partners because it requires presenting content, justification, amounts, and signatures. Excel is suitable when needing a list of multiple invoices or accounts payable; an Excel spreadsheet can be attached, but the main document should still be an easily readable and palatable text.
Does a contract require payment based on the invoice?
It depends on the transaction and the actual documentation. If the transaction has a contract/purchase agreement or acceptance conditions, that basis should be cited. Do not add a contract to the documentation if the transaction does not involve one, nor should you omit a contract if it is the basis for determining payment obligations.
How should the official document be written when the customer has already made a partial payment?
The contract/invoice value should be clearly separated, including the amount paid and the remaining amount to be paid. If there is a dispute or pending reconciliation, specify the status instead of adding the entire amount to the remaining balance.
Can a payment request form replace an original invoice or supporting document?
No. The payment request form is one component of the process/documentation. Invoices, contracts, acceptance reports, statements, proof of payment, and other documents still need to be checked on a transaction-by-transaction basis and according to applicable regulations.
