Account Login & Updates
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      Updating Customer-Specific Information

      As a PaymentWorks vendor, you may need to manage information specific to one customer that does not apply to your other customer(s). This is because different customers often have unique requirements, practices, and/or compliance protocols for their vendor database.

      Examples of Customer-Specific Information

      • Payment Method
      • Insurance Documentation
      • Supplier Diversity Information
      • Purchase Order Details
      • Additional Contact Information (e.g., Sales or Purchase Order Contacts)
      • Conflict of Interest Information
      • Invoice Details
      • Independent Contractor Forms

      How Customer-Specific Information Differs from Company Profile Information

      Customer-specific information pertains to requirements set by individual customers and is separate from your general Company Profile information in PaymentWorks. Updating these fields is done for a particular customer only and follows a different process.

      Steps to Update Customer-Specific Information

      1. Log in to your PaymentWorks account:
        https://www.paymentworks.com/accounts/login/

      2. Locate the Customer Section:
        Under the "Customer" section on your PaymentWorks homepage, identify the customer for whom you need to make updates.

      3. Access the Update Form:
        Click the view/edit link next to your customer’s name. You will be directed to a form where customer-specific fields can be updated.

        Screenshot 2024-11-20 at 11.41.36 AM.png

      4. Update the Required Fields:
        Find the specific field(s) that need updating, make the necessary changes, and review for accuracy.

      5. Submit the Update for Review:
        After confirming the changes are correct, click Submit at the bottom of the form. The update will be sent to your customer for review and approval.

      Important Notes

      • Questions About Specific Fields:
        If you have questions about why certain information is required, please contact your customer directly. PaymentWorks facilitates these updates but does not set the requirements for customer-specific fields.

      • Need Further Help?
        If you encounter technical issues or have questions about how to update a customer-specific field, visit our Knowledge Base or contact PaymentWorks Support.

      By keeping your customer-specific information accurate and up-to-date, you ensure smooth operations and compliance with their unique requirements!