Skip to content
Contact Support
  • There are no suggestions because the search field is empty.

How to Update Your Payee Profile - Coming Soon

This article explains how to update each section of your Payee Profile and how those updates impact your customer connections.

How to Access Your Payee Profile

  1. From your PaymentWorks homepage, select My Payee Profile.

  2. Your profile is organized into sections, including:

    • Primary Information

    • Legal Entity & Tax Information

    • Banking

    • Addresses

    • PO Information

    • Insurance

  3. Click into any section, make your changes, and select Save.

Updating Each Section of Your Profile

Primary Information, Legal Entity & Tax Forms

    • Update these fields whenever your business or legal information changes.

    • All connected customers will automatically see the updated information.

 

              Payee_Profile_Primary-Info

Bank Accounts & Addresses

  • Add new entries from the Banking or Addresses sections.

  • To share a bank account with customers, link it to a remittance address in your profile.

  • During Quick Connect, you’ll choose which Bank/Address site to share.

    Payee_Profile_Remit Address & Banking 1

Important:

  • You can also share additional bank/address sites directly in the Payee Profile.Payee_Profile_Addresses & Bank Accounts

  • Once shared, any edits to those sites will automatically trigger updates to all connected customers.

Purchase Order (PO) Information

  • PO information is global and stored in your Payee Profile.

  • If you only have one PO set, it will be used for all connections by default.

  • If you create multiple PO sets, you can select which one to share for each customer during Quick Connect.

  • Updates to PO sets are automatically shared with all customers using that set.Payee_Profile_PO-Sites 1

    Payee_Profile_PO-Sites 2

Insurance Certificates

  • Upload global insurance documents (e.g., liability certificates, ACORD forms) in the Insurance section.

  • These are shared with all customers you connect with.

Note: Insurance attestations (confirming a specific customer has been added to your policy) are completed separately in the Customer Table during Quick Connect.