This guide is designed to assist Payer users—especially Initiators—and new Payees in navigating the PaymentWorks onboarding process. Below, you'll find a curated list of links to useful articles and resources to help you track vendor progress, resolve common issues, and provide guidance to your vendors.
For Payer Users (Vendor Approvers and Initiators)
Tracking Onboarding Progress
- Comprehensive Guide to the Onboarding Tracker: Learn how to use the Onboarding Tracker in PaymentWorks to monitor vendor progress effectively. Including statuses, timestamps, and approvals along the way.
- Invite and Registration Status: Gain insights into the current invite and registration status of vendors.
Managing Invitations
- Resending and Canceling Unclaimed Invitations: Steps for resending and canceling unclaimed invitations. Note: Resending is only possible if the invite hasn’t been clicked. If the invite has been claimed, a new invitation can be sent to a different email address.
- Canceling Vendor Notification Reminders: Stop reminder notifications sent to vendors who have not yet completed registration.
For Vendor Users (Payees)
General Support and Validation
- Getting a Phone Call from PaymentWorks: Understand the steps for responding to calls from PaymentWorks to validate banking information.
- Invalid EIN, SSN, or ITIN: Troubleshoot issues with invalid tax IDs during registration.
- Payment and Invoice Related Questions: Learn where to direct questions regarding payments, schedules, or invoices.
Updating Vendor Information
- Updating Payment Method: Step-by-step instructions for updating payment methods in PaymentWorks.
- Remit Address Help: Guidance for editing or adding remit addresses.
- Update Remit and Bank Account Address Information: Steps for updating remit or bank account addresses.
- How to Add a New Bank Account: Instructions for adding a new bank account.
Resolving Common Errors
- Error: Two Different Users Logged In: Explanation and resolution steps for this error message.
- Error: Not a Valid Username or Password: Troubleshooting invalid login credentials.
- Reset Password: Assistance for vendors who have forgotten their password.
- Multi-Factor Authentication (MFA): Guidance for resolving common MFA issues.
Training and Additional Resources
For more detailed training materials and tutorials, visit the PaymentWorks Help Center.
This comprehensive guide ensures that Payer users and Payees have access to the right tools and resources to navigate the onboarding process with ease.