Review the Page Header
- Click Send Invite to invite a new payee.
- Click Export CSV to email yourself the current filtered list.
- Turn on Enable Quick Withdraw to show a withdraw button on eligible rows.
Read the List Columns
| Column | What it shows |
|---|---|
| Payee | The name on the invite, or the email address if no name was entered. Completed onboardings also show the Vendor #. |
| Tracker | A six-step progress tracker |
| Current Step | The record's current status. Most statuses link to more detail. |
| Last Update | When the latest milestone was reached. Records waiting on an action also show time in status, such as "57 days and 1 hour." |
| Actions | A menu (⋮) of available actions. Empty when no actions apply. |
Click the chevron at the start of a row to expand it. See Onboarding Manager - Onboarding Details. For what each status means and where its link goes, see Onboarding Manager - Status Explanations.
Read the Tracker
The tracker shows six steps: Invitation Initiated, Invitation Sent, Invitation Received, Registration Submitted, Registration Approved, and Onboarding Complete. Completed steps are filled in, upcoming steps are faded, and the current step is larger with an icon.
| Color | Meaning |
|---|---|
| Blue | In progress |
| Gold | Registration returned, waiting for resubmission |
| Green | Onboarding complete |
| Red | Invite or registration rejected |
Tip: Hover over a step marked with an info icon (i) to see when that milestone was reached.
Use the Row Actions Menu
Click ⋮ to see actions that apply to the record's current status.
| Current step | Available actions |
|---|---|
| Invitation Pending Approval | Approve Invite, Return to Initiator, Withdraw Invite |
| Invitation Rejected | Resend Invite, Withdraw Invite |
| Invitation Approved & Sent, Invitation Email Opened | Resend Invite, Withdraw Invite, Disable Reminders |
| Email Verified – Invitation Received, Registration In Progress | Withdraw Invite |
After the payee submits, the menu no longer displays. Manage the submission in Profile Manager.
Note: Your permissions also control which actions you see.
Sort the List
Sort by invitation date or by name, in ascending or descending order.
Filter the List
Three filters are always visible:
- Vendor Name: the name on the invite
- Vendor Number: the assigned Vendor Number
- Contact Email: the email address the invite was sent to
For more options, click More Filters to open the Search Filters panel.
| Filter | What it finds |
|---|---|
| Company Name | The company name the payee entered during submission |
| User Email | The email address the payee registered with |
| Invitation Approval | All Pending, My Pending Only, Rejected, or Approved. My Pending Only shows invites waiting on you. |
| Invitation Delivered | Yes or No. No shows any invite not yet fully approved and sent, not only failed emails. |
| Account Created | Whether the payee registered a PaymentWorks account |
| Registration Form | Submission status, such as Submitted, Returned, or Approved. It does not filter by form type. |
| Canceled Invites | Withdrawn invites only |
| Source | Older records only |
| Invitation Initiator | The user who sent the invite |
| Invitation Sent | All Dates, Yesterday, Last 7 Days, Last 14 Days, or Last 30 Days |
Tip: Vendor Name searches the name on the invite. Company Name searches the name the payee entered. If one doesn't find the payee, try the other.
Export to CSV
- Apply the filters you want.
- Click Export CSV.
PaymentWorks emails a CSV of the filtered records to the email address on your user account.
Note: The export includes only records that match your current filters.