Sending Invitations & Reviewing Payee Status
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      Managing Registration Reminder Emails

      Overview
      PaymentWorks provides tools to help streamline the registration process by sending automated reminder emails to vendors (payees) who haven’t completed their registration. This guide explains how to manage these reminders effectively, including how to send additional reminders or cancel unnecessary ones.

      How to Send a Registration Reminder to a Vendor

      If a vendor has not opened their invitation or started the registration process, you can encourage them to complete their registration by following these steps:

      1. Direct Outreach

        • Reach out directly via email or phone to remind the vendor of the importance of completing their registration.
        • If applicable, include the registration link from their initial invitation email.

      2. Provide Support Resources

        • Share resources to guide the vendor through the registration process. Direct them to the PaymentWorks Help Center for helpful articles.
        • If the vendor encounters technical issues, they can submit a ticket to PaymentWorks Support.

      How to Cancel Registration Reminder Emails for a Vendor

      If reminders are no longer needed for a vendor (e.g., the vendor is no longer being onboarded), you can cancel these notifications:

      1. Log in to PaymentWorks

      2. Access the Onboarding Tracker

        • Navigate to Vendor Master Updates > New Vendors tab.
        • Select Onboarding Tracker from the filters.

      3. Locate the Vendor

        • Use the search or filter options to find the vendor whose reminders you want to cancel.

      4. Cancel Reminders

        • Open the Invitation Details for the selected vendor.
        • Click the Cancel Reminders button at the bottom of the details view.
        • Confirm the cancellation in the pop-up window.

      Note: Cancelling a reminder deactivates the automated emails for that vendor but does not affect the vendor’s ability to complete their registration.

      How to Cancel Reminder Emails Sent to Your Email Address

      If you are receiving reminder emails to complete a registration but no longer wish to register with your customer:

      1. Verify Registration Status

        • Confirm whether your registration has already been submitted to your customer. If not, you can complete the registration or choose to stop the process.

      2. Contact PaymentWorks Support

        • If you will no longer be registering, contact your Customer who sent you the invitation to cancel your reminders.  Additionally, you can reach out to PaymentWorks Support to request the cancellation of reminder emails.
        • Include the email address receiving the notifications in your request for faster processing.

      Need More Help?
      For more helpful articles and tips on completing registrations and managing reminders, visit the PaymentWorks Knowledge Base.