Each row has a 4-dot tracker that shows how far the registration has moved. Under it, a short caption says what is happening. If there is a message to read, the caption links to it. If the payee has something to do, the Action column has a button for it. The goal is fewer "what's my status?" questions to customers and to PaymentWorks Support.
The Customers table
The table has four columns. Status says what is happening. Action says what you need to do, if anything. A message to read is a link inside the status text, not a separate action.
|
Column |
What it shows |
Example |
|---|---|---|
|
Customer |
The customer you are registering with |
Northwind Trading Co. |
|
Status |
The 4-dot tracker plus a one-line caption, with a link if there is a message |
Northwind Trading Co. requested profile changes. View message and resubmit. |
|
Action |
The one thing you need to do, if anything |
Update your Tax ID |
|
Last Update |
How long ago the status last changed. Once connected, the date you connected. |
3 days ago |
Reading the status tracker
Every registration moves through the same four steps. The larger, highlighted dot is the step it is on now.
- Your profile. You fill out and submit your profile.
- PaymentWorks review. We check your details, such as your Tax ID among other things.
- Customer review. The customer reviews and approves your profile.
- Connected. The customer finishes setup and you are connected.
The color tells you whose turn it is.
|
Color |
Meaning |
|---|---|
|
Gold |
Your turn. Your profile is not started or not finished. |
|
Blue |
Moving. PaymentWorks or the customer is working on it. No action needed. |
|
Orange |
Something needs fixing before it can move forward. |
|
Green |
Connected. |
|
Red |
Stopped. The customer did not approve or withdrew the invitation. |
A few more details:
- Hover over any dot to see the date that step happened.
- The icon in the current dot matches the color: a check for connected, a warning sign for something to fix, an X for stopped.
Every status explained
There are 12 statuses. Underlined words are links that take you to the next step. [Customer] stands in for the customer's name.
Step 1: Your profile
- Start your connection (gold). You were invited but have not started. Action: Start your connection.
- Finish your profile (gold). You started but have not submitted. Action: Finish your profile.
- Invite withdrawn by [Customer] (red). The customer no longer needs this registration. No action.
Step 2: PaymentWorks review
- PaymentWorks is reviewing your profile (blue). We are checking what you submitted. No action.
- Update your Tax ID (orange). We could not verify your Tax ID. Action: Update your Tax ID.
- PaymentWorks requested profile changes (orange). We need something changed. Click View message in the status, make the changes and resubmit.
Step 3: Customer review
- [Customer] is reviewing your profile (blue). PaymentWorks review passed and the customer is reviewing. No action.
- [Customer] requested profile changes (orange). The customer returned your profile. Click View message in the status, make the changes and resubmit.
- Message Customer Support (orange). We need to look into this connection with you. Action: Message Customer Support.
Step 4: Connected
- [Customer] is connecting your profile (blue). Approved. The customer is setting you up in their system. No action.
- Connection not approved by [Customer] (red). The customer declined. No action.
- Connected on [date] (green). You are connected. Action: Manage connection.
Last Update and Registration Submission Date
These are two different dates.
|
Date |
What it means |
Where you see it |
|---|---|---|
|
Last Update |
How long ago the status last changed, for example 3 days ago. It resets each time the registration moves to a new status. Once you are connected, it shows the fixed date you connected. |
The Last Update column |
|
Registration Submission Date |
When you submitted your profile |
Hover over the first dot of the tracker |