What is the Payee Profile?

Your Payee Profile is where you manage your core business or personal information in PaymentWorks—like banking, addresses, tax forms, PO delivery methods, and insurance.

You update this information once and reuse it across all your customers.

Instead of updating information separately for each customer:

• You now manage everything in one place
• You choose what to share with each customer
• Some updates automatically apply across all customers