Understanding Your Payee Profile - Coming Soon

Your Payee Profile is the central location where you manage your core business or personal details in PaymentWorks. This information is reusable and shared with customers you connect to, streamlining onboarding and reducing repetitive data entry.

What the Payee Profile Is

Your Payee Profile acts as your master record in PaymentWorks. It includes your legal, tax, contact, banking, and insurance information. You enter this data once, and it’s used every time you connect with a new customer.

What Information Lives in Your Payee Profile

Primary Information

Details that identify your business or personal identity:

• Company or Legal Name

• DBA Name (if applicable)

• Primary/Headquarters Address

• Website

• Primary Contact Name, Email, and Phone Number

• Description of Goods and Services

Legal Entity & Tax Information

Information about your legal and tax status:

• Business Type (business, individual, sole proprietor)

• Tax Country

• Legal Name

• EIN, SSN/ITIN, or Non-US Tax ID

• Tax Classification

• Passport and Visa Info (if applicable)

• W-9 or W-8 Form

Bank Accounts & Addresses

• Add bank accounts and remittance addresses

• Link a bank account to a remittance address

• Share combinations with customers during Quick Connect

PO (Purchase Order) Information

• Create one or more PO Information Sets

• Choose which set to share when connecting with a customer

Insurance Certificates

• Upload insurance documentation once

• Certificates are visible to all connected customers

• Customer-specific attestations (e.g., "additional insured") are handled per customer in the Customer Table

What Your Payee Profile Does Not Contain

• Customer-Specific Requirements
  These appear only in the Customer Table during Quick Connect and may include:

  • Conflict of interest questions

  • Customer-specific documentation or fields

Why Your Payee Profile Matters

Keeping your Payee Profile complete and accurate ensures:

• Faster onboarding with new customers

• Consistent, error-free information sharing

• Fewer repeated forms

• Fewer delays in payment processing