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Payee Knowledge Base
Find guides, FAQs, and tips to help payees navigate PaymentWorks, update details, and resolve common issues efficiently.
Verification Process & Document Uploads
- PaymentWorks Bank Account Verification Process
- Activation Email: What It Is and What to Do If You Don’t Receive It
- Tax Information Help
- Tax Identification Number (TIN) Type Overview
- Questions About Tax Documents (W-9, W-8)
- What is the Difference Between a Legal Name and a DBA?
- Phone Number Used to Validate Banking Information
- Independent Contractor Form: What You Need to Know
- Understanding and Addressing Questions About Diversity Certificates
Account Login & Updates
- Vendor Login Issue - Access Denied
- Troubleshooting Login Issues: Invalid Username or Password
- I’m Unable to Log In to My PaymentWorks Account
- Can I Manage Multiple Organizations Under One Login in PaymentWorks?
- Common Issues with Multi-Factor Authentication (MFA)
- How to Update Your Tax Country
- What to Expect When Selecting Multi-Factor Authentication (MFA) Voice Call
- What to Do If Your PaymentWorks Account is Associated With Someone No Longer With Your Company
- How to Add Users to Your PaymentWorks Account (For Vendors/Payees)
- I’m Not Receiving My Password Reset Email
- Account Login Issue: Two Different Users Error
- Recovering Your PaymentWorks Account
- Editing Bank Account and Remittance Information
- How to Update Your MFA Phone Number
- Receiving News Updates from Your Customer
- Adding, Validating, and Linking a Bank Account in PaymentWorks
- Updating Payee Profile Information
- How to Log Into PaymentWorks (Payee/Vendor)
- How to Use an Invitation Sent to a Different Email Address Than Your Existing Account
Invoices & Payments
- PaymentWorks EarlyPay Payee FAQs
- What Is A Vendor Number, And How Do I Find It?
- Where Is My Payment or What Is My Payment Status?
- Can I Create or Submit an Invoice in PaymentWorks?
- What Is ACH Direct Deposit?
- Viewing, Tracking, and Inquiring About Invoices in PaymentWorks
- Where Can I Find My 1099?
- Understanding Net Terms in PaymentWorks
- Are Purchase Orders Available in PaymentWorks?
- Viewing Payment Remittances in PaymentWorks
Invitations & Customer Registrations
- Did Not Receive an Invitation from My Customer
- What is a Unique Entity Identifier (UEI), formerly DUNS Number?
- What Should I Do if I Disagree with the PaymentWorks Terms of Service?
- What is a Texas SOS Number?
- Does PaymentWorks Cost Anything for Vendors?
- Understanding PaymentWorks Messaging: Viewing, Using, and Managing Messages
- Using an International Bank Account Number (IBAN) in PaymentWorks
Account Creation & Onboarding
- Guided Onboarding At a Glance
- What to Expect During Guided Onboarding
- Information You May Need During Onboarding
- Why Do I Need to Sign-Up for PaymentWorks?
- PaymentWorks Profile Fields: Global/Shareable Fields vs. Customer-Specific Fields
- Resolving Invalid Tax Information
- How Do I Register (Connect) With My Customer?
- Payee Onboarding Process
Payee Profile
- Payee Profile Frequently Asked Questions (FAQs)
- Upcoming Changes to Your Payee Profile
- Understanding Your Payee Profile
- How to Update Your Payee Profile
- How Profile Updates Affect Your Customers
- How to Add W-8/W-9 Tax Forms to Your PaymentWorks Account
- Creating Your Payee Profile
- What is the Payee Profile?
- What is a global profile versus my connection to customer?
Manage Your Data
- Where to Update Your Information: Payee Profile vs. Customer Table
- Common Scenarios: What to Update and Where
- Understanding and Updating Your Certificate of Insurance (COI)
- Address Validation in PaymentWorks: Understanding and Resolving Invalid Address Issues
- How to Update or Share Remittance and Corporate Addresses
- How Do I Update My Business Legal Name?
- How do I upload or update insurance documents?
- How do I update PO delivery methods?
- Can I delete a PO delivery method?
- How can I remove a bank account or remittance address?
- How do I update, add or share an address?
Customer Table & Quick Connect
Payment Methods & Bank Information
- Managing Payment Methods for Existing Customers
- Entering Non-U.S. Bank Information
- Which U.S. Payment Methods Require Banking Information?
- Which U.S. Payment Methods Do Not Require Bank Information?
- How do I update my banking information?
- What Is a Bank Validation File?
- How do I share new banking information with a customer?
FAQs
- Troubleshooting Issues During Profile Creation (Paymentworks Guided Onboarding)
- Should I Upload My W-9 Manually or Use PaymentWorks to Generate It Electronically?
- Why Was My Registration Returned?
- How to Sign a W-9 Form Electronically
- Why Do I Need a W-9?
- Troubleshooting File Upload Issues on PaymentWorks
- Where Can I Find My W2?
- Can I add other users to my company's PaymentWorks account?
- What Is a SWIFT Code?
- My profile was returned, how do I fix the data and resubmit it to my customer?
- How do I share a PO delivery method with a customer?
- Can I change my chosen payment methods in PaymentWorks?
- If I update an address, does it update for all customers?
- Can I make a change for just one of my customers?
- Why are some questions repeated in additional information section?
- Do I need to upload insurance for each customer?
- If I update a bank account, will customers see the change?
- How Do I Reset My Password?
- How Do I Change My Account Email Address?
- When will my customers (payers) see my updates/updated information?