How to Use Quick Connect to Connect With Customers - Coming Soon

What Quick Connect Is

Quick Connect simplifies the onboarding process by focusing only on the customer-specific fields required by each payer. Since your Payee Profile already holds your business identity, tax details, addresses, and bank accounts, there’s no need to re-enter standard information.

You’ll use Quick Connect in these scenarios:

• New Connection – A customer has invited you, and you already have a PaymentWorks account.

• Manage Connection – You need to update customer-specific information for an existing connection.

• Returned Profile – A customer has returned your profile for correction or additional information.

Using Quick Connect for a New Connection

1. When a customer invites you, they appear in your Customer Table with a status of Not Connected.

2. Click Connect to open Quick Connect.

3. Complete the customer-specific steps:

Remittance Address

• Choose an existing address from your profile or add a new one.

Payment Method & Bank Information

• Select the accepted payment method.

• Choose from your saved bank accounts (or add a new one in your Payee Profile if needed).

Conflict of Interest

• Answer any conflict of interest questions required by the customer.

Insurance Attestation

• If insurance documents are stored in your profile, you may be asked to confirm the customer is added as additionally insured.

PO Information, Additional Contacts, Custom Questions

• Provide purchase order contacts, additional payer-specific contacts, or any other custom fields requested.

1. Click Submit to complete the connection. The customer will receive your details for review.

Note: If you exit before submitting, your changes will not be saved.

Managing an Existing Connection

To update customer-specific information for an existing connection:

1. From your Customer Table, select View/Edit Form (or Manage) next to the appropriate customer.

2. Quick Connect will reopen and allow you to update:

   • Payment method

   • Conflict of interest responses

   • Insurance attestation

   • PO or ordering contacts

   • Custom fields for that customer

You cannot update global profile information (like bank accounts, tax IDs, or addresses) in Quick Connect. You'll see a message directing you to update those items in your Payee Profile.

Updating a Returned Profile

If a customer returns your profile for changes:

1. In your Customer Table, you'll see the status Returned and an option to Edit/Resubmit.

2. Click Edit/Resubmit to open Quick Connect.

3. You’ll see:

   • A message from the customer with correction instructions

   • A banner reminding you to edit global information in your Payee Profile

   • The fields that require updates

4. Make the necessary updates and click Resubmit.

Reminder: If you close Quick Connect before submitting, your updates will not be saved.

Why Quick Connect Matters

Quick Connect:

• Speeds up onboarding by eliminating repetitive data entry. By using your Payee Profile to centralize standard business information

• Focuses only on customer-specific requirements - Keeps your global and customer-specific data separate, making it easier to manage multiple connections