Payee Onboarding Process
About your email to onboard as a payee
Hello and welcome to PaymentWorks!
Keep in mind, if you’re already a payee in our system, you can use your existing PaymentWorks account to connect with new customers.
If you’re a new payee, you’ll need to create a PaymentWorks Payee Profile so you can connect with your customer. This process is available by invitation only, so look for an email from your customer inviting you to connect. The email contains a link to the onboarding process and may include customer specific requests for additional information.
When you click on the link, you’ll be directed to create a PaymentWorks account and complete your profile via the Guided Onboarding Process, or if you already have a PaymentWorks account you will be directed to the Quick Connect process. Once you’ve completed this process, you’ll share your profile with your customer.
To learn more about the form, read this article for additional information.
If you are still unsure about what steps you need to take to complete the registration, you can contact PaymentWorks Support for more assistance.