How To Search For Your Vendor in PaymentWorks

Searching for a vendor in your PaymentWorks account is straightforward. Below, we’ve outlined common methods and steps to help you locate vendor records efficiently.

For additional guidance on vendor onboarding and tracking, check out the Comprehensive Guide to the Onboarding Tracker.

Searching on the Onboardings Screen

The Onboardings Screen provides tools to search for vendors currently in the onboarding process.

Steps to Search on the Onboardings Screen:

1. Log in to your PaymentWorks account.
2. Navigate to your Onboardings Screen.
3. Use the filters on the left-hand side of the screen to refine your search.

Common Filters on the Onboardings Screen:

• Vendor Name
• Vendor Number
• Contact Email Address
• Email Address Domain

Searching on the Profile Manager Page

If you have the appropriate permission (to View NVRs), you can search for vendors using the Profile Manager page.

Steps to Search on the Profile Manager Page:

1. Log in to your PaymentWorks account.
2. Click Vendor Master Updates in the top navigation.
3. Select the Profile Manager tab.
4. Use the filters under the title of page or click More Filters to open the filter menu on the right. 

Filters on the Profile Manager Page:

• Legal Name or DBA
• Vendor Number
• Status

Helpful Tips

• Use consistent search terms such as the full vendor name or exact email address for more accurate results.
• Double-check for typos in search fields to avoid missing relevant records.
• Ensure you have the necessary permissions to access specific sections like the Profile Manager page.

For more information on onboarding and vendor tracking, explore our Knowledge Base.