The Onboarding view in PaymentWorks allows you to track and manage vendor invitations, monitor their registration progress, and facilitate a seamless onboarding experience. This guide outlines the steps for sending invitations, adding personal messages, and understanding the onboarding statuses.
Sending New Vendor Invitations
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Initiating Invitations
- In the Onboarding view, click the “Send Invitation” button located at the bottom of the left sidebar.
- A standard invitation form will appear. If your organization uses custom fields, contact your PaymentWorks administrator for clarification.
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Adding a Personal Message (Optional)
- If enabled, you can add a personal message of up to 280 characters in the designated text box at the bottom of the invitation form.
- Custom fields (if applicable) will appear above the personal message field.
About the Onboarding View
The Onboarding view provides tools to:
- Filter Vendors: Use the controls on the left to refine the list of vendors in the onboarding process.
- Track Progress: Monitor each column to see how far along vendors are in the onboarding process.
- Access Details: Click on statuses for more information.
Understanding Onboarding Statuses
Invitation Column Statuses
- Invitation Sent: The invitation has been sent to the vendor.
- Invitation Delivered: The email reached the vendor’s server but hasn’t been opened.
- Invitation Not Deliverable: The email could not be delivered to the vendor.
- Invitation Opened by Recipient: The vendor opened the email but has not clicked the registration link.
- Invitation Link Clicked: The vendor clicked the registration link.
- Invitation/Reminders Cancelled: A Payer user canceled the reminders for this invitation.
- Self Registered: The vendor joined via your public landing page (e.g.,
www.paymentworks.com/company).
Account Column Statuses
- No Account: The vendor hasn’t created a PaymentWorks account.
- Created: The vendor created an account but hasn’t activated it.
- Tip: If stuck on “Created,” the vendor likely didn’t receive the activation email. Ask them to check their spam folder.
- Confirmed: The vendor created and activated their account.
New Vendor Registration Column Statuses
- Submitted - Pending PaymentWorks Review: PaymentWorks is reviewing the vendor’s banking information.
- Submitted - PaymentWorks Waiting for Vendor Response: PaymentWorks left a message for the vendor, awaiting their response.
- Submitted - Pending Internal Review: PaymentWorks reviewed the bank account; the form awaits internal review.
- Returned: The form was returned to the vendor for corrections.
- Approved: The form was approved by your organization.
- Processed: The form was sent to your system of record.
- Complete: The vendor successfully connected.
- Rejected: The form was rejected by your organization.
Helpful Notes
- Personalized Experience: Adding personal messages can enhance the onboarding process and improve vendor engagement.
- Training Resources: View the training video for detailed instructions on sending invitations.
For further assistance, contact PaymentWorks Support or your organization’s PaymentWorks administrator.