Resending Payee Invitations

Why and how to resend a payee invitation in the PaymentWorks platform

Sending a payee invitation to an incorrect email address can happen. If you need to resend a payee invitation in PaymentWorks, follow the steps below to edit the payee’s information and resend the invitation.

Steps to Resend a Payee Invitation

1. Log in to your PaymentWorks account.
2. Navigate to Vendor Master Updates.
3. Select the New Vendors tab.
4. From the upper-left corner of the screen, select Onboarding Tracker from the "Show" dropdown menu.
5. Use the filter options on the left sidebar to search for the payee’s name.
6. Select > on the right side of the payee's row to view the invitation details.
7. Choose Invitation Detail.
8. Click Resend Invitation in the bottom-right corner of the screen.

A pop-up window will appear where you can edit the invitation details before resending it.

Editing the Invitation Details

• Scroll through the fields in the pop-up window to review and update any necessary information.
• Confirm all details are correct.
• Select Send to resend the updated invitation.

Potential Errors When Resending Invitations

When attempting to resend an invitation, you might encounter one of the following error messages:

1. "This user has already begun the onboarding process"

• This error indicates the payee may already have a PaymentWorks account or has started their onboarding process.

2. "An invitation was previously sent to this email address"

• This means the payee received an invitation but may not have created an account yet.

Troubleshooting Common Errors

If you encounter one of these error messages, here’s how to resolve them:

Determine if the payee has an existing account in PaymentWorks for your organization:

1. Log in to your PaymentWorks account.
2. Navigate to Vendor Master Updates.
3. Select the New Vendors tab.
4. From the upper-left corner, choose Onboarding Tracker from the "Show" dropdown menu.
5. Use the filter options to search for the payee’s account.

What to Do Next:

• If the payee’s account is not found, reach out to your customer to confirm the payee doesn’t already have an existing PaymentWorks account registered under a different name.
• If the payee’s account is found, check the registration progress and remind the payee to complete their registration if they haven’t done so.

Need Additional Assistance?

If you need further help or encounter additional issues, please contact PaymentWorks Support. We’re happy to assist!