Common Scenarios: What to Update and Where - Coming Soon

Update in Your Payee Profile (Global Information)

Use your Payee Profile when the information describes you as a business or individual and should be shared with all customers.

Update your profile for:

• Legal name or DBA name

• Primary or headquarters address

• Contact information (email, phone number, website)

• Tax details, W-8/W-9 forms, TIN/EIN

• Bank accounts

• Remittance or ordering addresses

• Insurance certificates

• Purchase order (PO) information sets

If every customer should see the information, update it in your Payee Profile.

Update in the Customer Table / Quick Connect (Customer-Specific)

Use the Customer Table when the information applies only to a specific customer.

Update in Quick Connect for:

• Choosing which address or bank account to use for that customer

• Selecting that customer’s payment method

• Answering conflict of interest questions

• Completing insurance attestation (confirming the customer is added as "additional insured")

• Selecting the correct PO information set (if multiple are stored)

• Adding contacts needed only for that customer

• Filling in any custom fields or extra questions required by that customer

If only one customer needs the information, update it in Quick Connect.

Simple Rule

• If the information describes you → Update your Payee Profile

• If the information is requested by one customer → Update in the Customer Table / Quick Connect