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

How to Use Quick Connect to Connect With Customers

Quick Connect allows you to connect with new customers quickly using the information already stored in your Payee Profile. It reduces onboarding to only the customer-specific questions your payer requires.

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