---
title: How to Send an Invite from the Onboarding Manager 
description: how to send invitations from the onboarding manager
---

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# How to Send an Invite from the Onboarding Manager

## Send an invite to bring a payee into PaymentWorks. The payee receives an email with a link to register and complete their profile for your organization.

**Prerequisites**

- The **Initiate New Vendor Invitations** permission
- The payee's name and email address

#### **Send an Invite**

1. Go to **Onboarding Manager**.
2. Click **Send Invite**.
3. Enter the **Company/Individual Name**.
4. Enter the **Contact Email**, then enter it again in **Verify Contact Email**.
5. Select a **Form Type**. Leave the default, **Default Form (original)**, unless your organization tells you otherwise.
6. Complete the initiator fields: 
     - **Description of Goods and Services**
     - **Initiator Email**
     - **Initiator Name** (first and last)
     - **Initiator Department**
     - **Initiator Phone Number**
     - **Reason for Inviting This Supplier**
7. Complete any custom fields your organization added.
8. Enter a **Personalized Message** for the payee (optional).
9. Click **Send Invite**.

> **Note:** Form Type is a legacy field. Most organizations use **Default Form (original)**.

> **Tip:** Use **Personalized Message** to tell the payee who you are and why you are inviting them. A familiar name and clear reason help payees trust the email and respond faster.

#### Know What Happens Next

- **If your organization requires invite approval**, the invite displays as **Invitation Pending Approval** until every approval step is complete.
- **If no approval is required**, the invite is sent right away and displays as **Invitation Approved & Sent**.

PaymentWorks sends automatic reminder emails to the payee until they register and submit. To stop these reminders, see How to Manage a Sent Invite.

> **Note:** You can only have **one** active invite per email address. To send a new invite to the same email, first withdraw the existing one. See How to Manage a Sent Invite.

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