This guide explains the statuses vendors may encounter during the invitation and registration process, found in the Onboardings tab under New Vendors in your PaymentWorks account.
Invitation Statuses
These statuses indicate the progress of the invitation sent to a vendor:
- Sent: The invitation to register on PaymentWorks has been sent to the vendor.
- Delivered: The invitation was successfully delivered to the vendor’s email address.
- Undeliverable: The invitation could not be delivered to the provided email address.
- Opened: The vendor has opened the email containing the invitation.
- Clicked: The vendor clicked the link in the invitation email to begin registration.
- Cancelled: The invitation reminders have been cancelled and will no longer be sent to the vendor.
- Pending Approval: The invitation is awaiting approval from your organization before it can be sent.
- Invitation Rejected: Your organization has rejected the invitation, and it will not be sent to the vendor.
Vendor Account Statuses
These statuses reflect the vendor’s progress in creating their PaymentWorks account:
- No Account: The vendor has not yet created an account on PaymentWorks.
- Registered: The vendor has successfully created an account on PaymentWorks.
- Email Validated: The vendor has registered and verified their email address.
New Vendor Registration Statuses
These statuses provide details about the progress of the vendor's registration form:
- Not Started: The vendor has not begun filling out the registration form.
- Incomplete: The registration is not fully connected, including cases where the form has not been started.
- In Progress: The vendor has started filling out the registration form but has not yet completed it.
- Submitted - Pending PaymentWorks Review: The vendor has completed the registration form, and PaymentWorks is reviewing the vendor’s banking information.
- Submitted - PaymentWorks Waiting for Vendor Response: The vendor has completed the registration form. PaymentWorks has contacted the vendor by phone and is awaiting their response.
- Submitted - Pending Internal Review: The vendor’s registration form has been reviewed by PaymentWorks and is now awaiting internal review by your organization.
- Returned: The registration form has been returned to the vendor for corrections and resubmission.
- Approved: The vendor registration form has been approved by your organization.
- Processed: The registration details have been sent to your internal systems for payment processing.
- Complete: The vendor registration process is finalized, and a vendor number has been generated to enable payments.
- Rejected: The vendor registration form has been rejected by your organization.