Upcoming Changes to Your Payee Profile

These updates are designed to:

• Reduce repetitive data entry
• Make it easier to keep your information accurate
• Speed up onboarding with new customers
• Give you more control over how your data is shared

This article explains what’s changing and how to navigate the updated experience.

What You’ll Notice

1. A Central “Payee Profile” for your Information

Your Payee Profile is now the primary place to manage your information, including:

• Tax information and forms
• Business details
• Bank accounts
• Remit addresses
• Purchase order (PO) delivery methods
• Insurance documents

You’ll maintain this information in one place and use it across your customers.

Learn more: Understanding Your Payee Profile

2. Share Information Instead of Re-entering It

You’ll store information in your Payee Profile and choose what to share with each customer.

For example:

• Bank accounts are shared through remittance addresses
• Addresses can be shared with one or multiple customers
• PO delivery methods are selected per customer

Learn more: Connecting With Customers

3. Some Updates Apply Automatically

If you update information that is already shared, customers will receive those updates automatically.

• Insurance Certificates → apply to all connected customers
• Shared bank account/remit address → updates apply to whom it’s shared
• Payment Method, Conflict of interest and Additional information questions →managed per customer.

 Learn more: Payee Profile vs Customer Specific Updates

4. Profile vs Customer-Specific Information

You’ll now manage information in two places:

Payee Profile (Reusable Information)

• Legal name, tax ID, tax forms
• Bank accounts
• Remit addresses
• Insurance
• PO delivery methods

Customer Table (Customer-Specific Information)

• Payment method selections
• Conflict of interest
• Customer-specific PO selections
• Additional required fields

Learn more: Understanding Your Customer Table

5. Faster Connections Using “Quick Connect”

When connecting with a customer:

• Your saved profile information is reused
• You select what to share
• You complete only customer-specific questions

This reduces onboarding time, especially if you work with multiple organizations.

Learn more: Using Quick Connect to Connect with Customers

What You Should Do

When Connecting With a New Customer

1. Go to your Customer Table
2. Select Connect
3. If this is your first time in PaymentWorks we will guide you through the profile creation process. 
4. If you already have a profile - Use Quick Connect to submit your connection

When Updating Your Information

Go to:
My Payee Profile

From there, you can:

• Add or update bank accounts
• Manage and share remit addresses with connections
• Upload/update insurance certificates
• Update PO delivery methods

If a Customer Requests Changes

• Review the message from the customer
• Update:
  • Payee Profile (for global information), or
  • Customer Table (for customer-specific fields)
• Resubmit from your Customer Table

Practical Tips

• Keep your Payee Profile accurate. It’s your source of truth.
• Double-check what you share, especially for banking and addresses
• Make updates in the right place:
  • Profile issue → My Payee Profile
  • Customer request → Customer Table
• Expect some variation — some customers may still require additional fields

Payee Frequently Asked Questions - Payee FAQs