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 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.
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:
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Search Functionality:
- Use keywords like “Vendor Onboarding” or “Update Bank Account” to find articles quickly.
- Results show relevant articles; click to view detailed content.
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Categories:
- Articles are grouped by topics, including Onboarding, Payments and Invoices, Troubleshooting, and Account Management for easy browsing.
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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. 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.