Gratuity Request Process

1. Create an invoice. See Link HERE for template (make a copy- do not edit the existing template). It’s important to note that invoices are created for the upcoming month. For example: Linda would fill this out (in advance for July services) and submit by June 15th for a payment on July 15^th.

2. Please submit completed invoices, in PDF format, using this form by the 15^th of the month

Any late requests will take up to an additional 4 weeks to process from the time it is submitted. Standard turnaround per invoice is 4-6 weeks.

Creating the invoice:

1. Open the template and select File>Save As>Save As copy online or Download a Copy

2. In the attached example you will see highlighted areas explaining critical parts of the invoice.

3. Please be sure to check the green star areas for your personal information to be filled out accordingly.

Save As PDF or Print to PDF

Invoice Diagram

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FAQ

What is the first step in the gratuity request process?

The first step is to create an invoice using the provided template.

When should I submit my invoice for payment?

Invoices should be submitted by the 15th of the month for payment in the upcoming month.

What format should the completed invoices be submitted in?

Completed invoices should be submitted in PDF format.

What happens if I submit my invoice late?

Late requests will take up to an additional 4 weeks to process from the time they are submitted.

Is there a specific way to save the invoice template?

Yes, you should select File > Save As to save a copy online or download a copy.

Are there specific areas in the invoice that need to be filled out?

Yes, be sure to check the green star areas for your personal information.

Can I edit the existing invoice template?

No, you should make a copy of the template and not edit the existing one.