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How to Manage a Sent Invite

After you send an invite, you can resend it with updated details, withdraw it, or turn off reminder emails. Use these actions from the row menu (⋮) or from the Invitation Detail tab in the expanded row.

Prerequisites

Action Permission needed
Resend Resend New Vendor Invitations. Add Resend Other Users' New Vendor Invitations for invites sent by someone else.
Withdraw Cancel Invitations
Disable reminders Disable Invitation Reminders. Add Disable Other Users' Invitation Reminders for invites sent by someone else.

Know When Each Action Is Available

Current step Resend Withdraw Disable Reminders
Invitation Pending Approval   ✓  
Invitation Rejected ✓ ✓  
Invitation Approved & Sent ✓ ✓ ✓
Invitation Email Opened ✓ ✓ ✓
Email Verified – Invitation Received   ✓  
Registration In Progress   ✓  

Once the payee submits their registration, these actions are no longer available.

Resend an Invite

Resend when the payee didn't receive or act on the original email, or when details need to change.

  1. Click ⋮ on the invite's row.
  2. Click Resend Invite.
  3. Review the pre-filled details and update any fields.
  4. Click the resend button to confirm.

Tip: If an approver returned the invite, check Approval History on the Invitation Detail tab for their reason before you resend.

Withdraw an Invite

Withdraw to stop an onboarding before the payee submits.

  1. Click ⋮ on the invite's row.
  2. Click Withdraw Invite.
  3. Click Withdraw Invite in the confirmation window.

Warning: A withdrawn invite cannot be restored. You can send a new invite to the same payee at any time.

Note: You can only have one active invite per email address. Withdraw the existing invite before sending a new one to the same email.

Use Quick Withdraw

Withdraw several invites from the list without opening each menu.

  1. Turn on Enable Quick Withdraw at the top of the list.
  2. Click the withdraw button (⊗) on an eligible row.
  3. Click Withdraw Invite in the confirmation window.

Rows that can't be withdrawn show no button. Filter the list first, such as by Invitation Initiator, to narrow your results.

Find Withdrawn Invites

Click More Filters and select Canceled Invites. Withdrawn invites show the status Invitation Cancelled.

Disable Reminder Emails

PaymentWorks sends automatic reminders until the payee registers. Disabling them doesn't withdraw the invite, and the payee can still complete their profile.

  1. Click ⋮ on the invite's row.
  2. Click Disable Reminders.
  3. Click Disable Reminders in the confirmation window.

The Invitation Reminders field on the Invitation Detail tab shows Enabled or Disabled.