--- title: "How to Use the PaymentWorks Knowledge Base: A Guide for Payers and Payees" description: The PaymentWorks Knowledge Base is a comprehensive resource designed to help Payers and Payees find answers, guides, and best practices for using PaymentWorks. Whether you're a Payer managing vendors --- [Skip to content](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base-1#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) # How to Use the PaymentWorks Knowledge Base: A Guide for Payers and Payees The PaymentWorks Knowledge Base is a comprehensive resource designed to help **Payers** and **Payees** find answers, guides, and best practices for using PaymentWorks. Whether you're a Payer managing vendors or a Payee navigating onboarding, the Knowledge Base is your go-to tool for troubleshooting, understanding processes, and learning about our platform. #### Who Are Payers and Payees? - **Payer:** A Payer is an organization using PaymentWorks to manage vendor relationships, onboarding, and payment processes. Payers invite vendors (Payees) to register on PaymentWorks to ensure secure and efficient transactions. - **Payee:** A Payee is a vendor, supplier, or individual invited by a Payer to register on PaymentWorks. Payees use the platform to provide required details, such as tax and banking information, and to stay updated on payment statuses. --- #### Accessing the Knowledge Base Visit **[help.paymentworks.com/knowledge-base](https://help.paymentworks.com/knowledge-base?hsLang=en)** to access the Knowledge Base. You'll find a **search bar** at the top of the page and categorized sections to help you quickly locate articles. ![](https://help.paymentworks.com/hs-fs/hubfs/image-png-1.png?width=688&height=384&name=image-png-1.png) --- #### Navigating the Knowledge Base ### For Payers: - **Vendor Onboarding:** Find articles to assist in inviting vendors, approving registrations, and managing the onboarding tracker. - **Invoice and Payment Management:** Learn how to track invoices and monitor vendor payment statuses. - **Platform Features:** Discover tips for utilizing PaymentWorks tools like messaging, reporting, and data exports. ### For Payees: - **Getting Started:** Access guides for setting up your account, completing registrations, and responding to invitations. - **Payment and Address Updates:** Learn how to update your remittance address, banking information, or other company details. - **Common Issues:** Troubleshoot errors, password resets, and account access challenges. ### General Navigation Features: 1. **Search Functionality:** - Use keywords like “Vendor Onboarding” or “Update Bank Account” to find articles quickly. - Results show relevant articles; click to view detailed content. 2. **Categories:** - Articles are grouped by topics, including **Onboarding**, **Payments and Invoices**, **Troubleshooting**, and **Account Management** for easy browsing. 3. **Recently Updated Articles:** - Stay up to date with the latest guidance and best practices by checking the "Recently Updated" section. --- #### Best Practices for Using the Knowledge Base - **For Payers:** Bookmark critical articles related to vendor management and the onboarding process to reference them quickly. - **For Payees:** Use the search feature to locate specific instructions, such as updating payment methods or resolving registration issues. - **Explore Related Content:** Many articles include links to related resources to provide additional context or guidance. --- #### Key Features - **Hyperlinked Content:** Articles include helpful links to related guides, step-by-step instructions, and additional resources. - **Visual Aids:** Look for articles with images, screenshots, or video tutorials for easier navigation and understanding. - **Categorical Browsing:** Filter by categories tailored to Payer or Payee needs. --- #### Need Further Assistance? If you cannot find the information you’re looking for, you can submit a support ticket through **[help.paymentworks.com/contactsupport](https://help.paymentworks.com/contactsupport?hsLang=en)**. Our support team will respond to your inquiry within our 12-business-hour SLA. By using the PaymentWorks Knowledge Base, **Payers** and **Payees** can find the information they need to navigate the platform confidently and efficiently. - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks