--- title: "Helpful Links for Initiators & New Payees: Reference Guide for Tracking Vendor Onboarding Progress" description: 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 r --- [Skip to content](https://help.paymentworks.com/knowledge-base/helpful-links-for-initiators-new-payees-reference-guide-for-tracking-vendor-onboarding-progress#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en) 3. [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) # Helpful Links for Initiators & New Payees: Reference Guide for Tracking Vendor Onboarding Progress 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**](https://help.paymentworks.com/knowledge-base/comprehensive-guide-to-the-onboarding-tracker-in-paymentworks?hsLang=en): Learn how to use the Onboarding Tracker in PaymentWorks to monitor vendor progress effectively.  Including statuses, timestamps, and approvals along the way. - [Invite and Onboarding Status](https://help.paymentworks.com/knowledge-base/invitation-and-vendor-registration-status-explanations?hsLang=en): Gain insights into the current invite and onboarding status of vendors. ### **Managing Invitations** - [**Resending and Canceling Unclaimed Invitations**:](https://help.paymentworks.com/knowledge-base/bulk-invitation-cancellation-and-resending?hsLang=en) 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**:](https://help.paymentworks.com/knowledge-base/guide-to-initiator-email-notifications-in-paymentworks?hsLang=en) Stop reminder notifications sent to payees who have not yet submitted their profile. --- #### **For Vendor Users (Payees)** ### **General Support and Validation** - **[Getting a Phone Call from PaymentWorks:](https://help.paymentworks.com/knowledge-base/paymentworks-bank-account-verification-process?hsLang=en)** Understand the steps for responding to calls from PaymentWorks to validate banking information. - [**Invalid EIN, SSN, or ITIN**](https://help.paymentworks.com/knowledge-base/resolving-invalid-tax-information?hsLang=en): Troubleshoot issues with invalid tax IDs during onboarding. - [**Payment and Invoice Related Questions**](https://help.paymentworks.com/knowledge-base/viewing-tracking-and-inquiring-about-invoices-in-paymentworks?hsLang=en): Learn where to direct questions regarding payments, schedules, or invoices. ### **Updating Vendor Information** - [**Updating Payment Method**](https://help.paymentworks.com/knowledge-base/how-to-update-your-payment-method-in-paymentworks?hsLang=en): Step-by-step instructions for updating payment methods in PaymentWorks. - [**Remit Address Help**](https://help.paymentworks.com/knowledge-base/how-to-update-or-share-remittance-and-corporate-addresses?hsLang=en): Guidance for editing or adding remit addresses. - [**Update Remit and Bank Account Address Information**](https://help.paymentworks.com/knowledge-base/editing-bank-account-and-remittance-information?hsLang=en)*:* Steps for updating remit or bank account addresses. - [**How to Add a New Bank Account**](https://help.paymentworks.com/knowledge-base/adding-validating-and-linking-a-bank-account-in-paymentworks?hsLang=en)*:* Instructions for adding a new bank account. ### **Resolving Common Errors** - [**Error: Two Different Users Logged In:**](https://help.paymentworks.com/knowledge-base/account-login-issue-two-different-users-error?hsLang=en) Explanation and resolution steps for this error message. - [**Error: Not a Valid Username or Password**:](https://help.paymentworks.com/knowledge-base/troubleshooting-login-issues-invalid-username-or-password?hsLang=en) Troubleshooting invalid login credentials. - [**Reset Password**:](https://help.paymentworks.com/knowledge-base/how-do-i-reset-my-password?hsLang=en) Assistance for vendors who have forgotten their password. - [**Multi-Factor Authentication (MFA)**](https://help.paymentworks.com/knowledge-base/common-issues-with-multi-factor-authentication-mfa?hsLang=en): Guidance for resolving common MFA issues. --- #### **Training and Additional Resources** For more detailed training materials and tutorials, visit the [PaymentWorks Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en). This comprehensive guide ensures that Payer users and Payees have access to the right tools and resources to navigate the onboarding process with ease. - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks