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Understanding Your Customer Table - Coming Soon

The Customer Table displays every organization you work with in PaymentWorks—including connected customers, those in progress, and those you haven’t connected with yet. It’s your hub for managing customer-specific onboarding tasks and tracking progress.

What the Customer Table Shows

When a payer sends you an invitation, their organization automatically appears in your Customer Table. If you already have a PaymentWorks account, you’ll see the customer as soon as the invite is sent.

The table includes four key columns:

  • Customer Name – The organization you are working with.

  • Registration Submission Date – When you submitted your onboarding information.

  • Status – Shows your current stage with that customer: Connected, Pending, In Review, Returned, or Not Connected.

  • Actions – Options such as Connect, View/Edit Form, or others depending on your onboarding status.

The Status and Actions update automatically as you move through each customer’s onboarding process.

Customer-Specific Information Lives Here

Your Customer Table is where customers collect information unique to their organization.

Examples include:

  • Payment method selection for that customer

  • Conflict of interest disclosures

  • Insurance attestation (confirming the customer is listed on your policy)

  • Purchase order (PO) details selected for that customer

  • Any custom fields, extra forms, or documents required by that payer

This information does not belong in your Payee Profile and should only be managed in the Customer Table.

Why the Customer Table Matters

The Customer Table helps you:

  • Track your onboarding progress with each customer

  • See which customers are fully connected and ready to pay you

  • Complete customer-specific tasks and requirements

  • Stay organized by separating global profile data from customer-specific needs

If you work with multiple organizations, this table is your central location for managing each connection and staying up to date on their requirements.