--- title: What Will My Payee See? description: This article provides an overview of the onboarding experience for payees (vendors/suppliers) on PaymentWorks. Below is a detailed walkthrough of what your payee will encounter during the onboarding process: --- [Skip to content](https://help.paymentworks.com/knowledge-base/what-will-my-payee-see#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en) 3. [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) # What Will My Payee See? ## This article provides an overview of the onboarding experience for payees (vendors/suppliers) on PaymentWorks. Below is a detailed walkthrough of what your payee will encounter during the onboarding process: ### **Step 1: Receiving the Invitation** Your payee will receive a PaymentWorks invitation email, which includes: 1. The name of your organization. 2. A link to begin the onboarding process. **Example Invitation Email:** ![Screenshot 2025-03-12 at 1.59.36 PM](https://help.paymentworks.com/hs-fs/hubfs/Screenshot%202025-03-12%20at%201.59.36%20PM.png?width=670&height=328&name=Screenshot%202025-03-12%20at%201.59.36%20PM.png) --- ### **Step 2: Joining PaymentWorks** When the payee clicks the link in the invitation email, they are directed to the PaymentWorks account creation page. - If they are **new to PaymentWorks**, they will click the **Join Now** button to create a PaymentWorks account. - If they already have a **PaymentWorks account**, they will click **Click here to login** and sign in with their existing credentials. **Example Account Creation Screen:** ![Screenshot 2025-03-12 at 2.01.03 PM](https://help.paymentworks.com/hs-fs/hubfs/Screenshot%202025-03-12%20at%202.01.03%20PM.png?width=529&height=315&name=Screenshot%202025-03-12%20at%202.01.03%20PM.png) #### **Account Creation Process** 1. The payee creates their account by entering their details. 2. PaymentWorks sends an email to the payee to verify their email address. 3. The payee must click the **Verify Your Email** link in the email to activate their account. 4. Once verified, no one else will be able to respond to the same invitation. **Example Email Verification Screen:** **![Screenshot verification at 2.05.00 PM](https://help.paymentworks.com/hs-fs/hubfs/Screenshot%20verification%20at%202.05.00%20PM.png?width=670&height=277&name=Screenshot%20verification%20at%202.05.00%20PM.png)** --- ### **Step 3: Completing the Payee Profile** After verifying their email, payees are directed to complete their **Payee Profile**. The profile will only need to be completed once and contains the following information: #### **Information Required:** - Address details. - Tax information, such as EIN (for businesses), SSN (for individuals), or Foreign Tax ID (for foreign entities). - W-9 form (or W-8 for foreign vendors). - Bank account information (if required by your organization) to enable electronic payments. If the payee has previously created a Payee Profile for another customer, the form will be pre-populated with their existing information (also referred to as Quick Connect). **Example New Payee Profile creation:** **![Screenshot 2026-07-08 at 1.34.37 PM](https://help.paymentworks.com/hs-fs/hubfs/Screenshot%202026-07-08%20at%201.34.37%20PM.png?width=670&height=548&name=Screenshot%202026-07-08%20at%201.34.37%20PM.png)** **Example of Quick Connect:** **![Screenshot 2026-07-08 at 1.33.48 PM](https://help.paymentworks.com/hs-fs/hubfs/Screenshot%202026-07-08%20at%201.33.48%20PM.png?width=670&height=625&name=Screenshot%202026-07-08%20at%201.33.48%20PM.png)** --- ### **Step 4: Approval by Your Organization** Once the payee submits the profile: 1. Users in your organization with the appropriate permissions will review and approve the submission. 2. After approval, the payee is either: - Assigned a new vendor number, or - Connected to an existing vendor number in your ERP system. PaymentWorks will notify the payee and your organization of their approval and vendor number via email. **Note:** Payees will receive email updates during the process, and your organization can enable the **Initiator Notification Email** feature to keep you informed as well. --- ### **Need More Help?** For more assistance, we recommend exploring the following resources: - **For Payees**: Explore helpful guides on Registration, Bank Account Updates, and more in the [Knowledge Base](https://help.paymentworks.com/knowledge-base?hsLang=en). - **For Payers**: Check out resources on managing vendors, reviewing registrations, and more. Visit our comprehensive [Knowledge Base](https://help.paymentworks.com/knowledge-base?hsLang=en) for additional articles on using PaymentWorks effectively. - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks