Invitations & Customer Registrations
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      Understanding and Accessing Your New Vendor Registration Form

      Understanding and Accessing Your New Vendor Registration Form

      The New Vendor Registration (NVR) form is essential for helping your customer process invoices and make payments for services rendered. This guide explains the purpose of the NVR form, how to locate it in your PaymentWorks account, and what you’ll need to complete it.

      What Is the New Vendor Registration Form?

      The NVR form collects vital information about your business to establish your relationship with your customer. This includes:

      • Address and contact details.
      • Tax-related information (e.g., W-9 or W-8 form).
      • Banking information for ACH payments (if required by your customer).

      How the Process Begins:
      Registration starts when your customer invites you to the PaymentWorks platform. Through this invitation, you’ll provide your company information and complete any customer-specific fields necessary to set up your relationship in their ERP system.

      If you did not receive an invitation, please request one directly from your customer, as receiving a PaymentWorks invitation is the only way to register.

      What You Need to Complete the Registration

      To complete the NVR form, prepare the following in electronic format (PDF or image file):

      • W-9 or W-8 Form (for non-U.S. vendors):

        • PaymentWorks has many articles to aid with questions regarding this requirement that can be found HERE.

      • Bank Validation Form (if required):

        • Examples include:
          • Image of a voided check.
          • Voided deposit slip.
          • Other acceptable bank validation documents.
          • More information on Bank Validation Form can be found HERE.

      Locating Your New Vendor Registration Form

      Your customer’s New Vendor Registration form can be found in your PaymentWorks account.

      Steps to Find and Complete Your NVR Form:

      1. Receive and Accept the Invitation:

        • Request an invitation from your customer if you haven’t already.
        • When you receive the invitation email:
          • Click the link in the invitation email.
          • Select “Join Now” to create your PaymentWorks account, or if you already have an account, click “Click here to login” to sign in with your existing credentials.

      2. Verify Your Email Address:

        • After creating your account, you will receive an email to verify your email address.
        • Click the link in the email to activate your account.

      3. Access the NVR Form:

        • After logging in, you’ll be taken to your customer’s New Vendor Registration form.
        • Complete all required fields, including customer-specific sections, and upload any required documentation.
        • Submit the form for review.

      4. Monitor Approval:

        • Your customer will review your submission.
        • You’ll receive an email notification once your registration is approved.

      Submitting Your NVR Form

      After completing and submitting the NVR form:

      • Your customer will review the submission.
      • You’ll receive an email notification when the registration is approved.

      Need More Help?

      • Check out our comprehensive Help Center for more helpful articles on using the PaymentWorks application, including tips and tricks for completing registrations, making updates, and more!
      • If you have technical issues or questions about navigating the portal or registration forms, please contact PaymentWorks Support.