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:
- The name of your organization.
- A link to begin the registration process.
Example Invitation Email:
Step 2: Joining PaymentWorks
When the payee clicks the link in the invitation email, they are directed to the PaymentWorks registration 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 Registration Screen:
Account Creation Process
- The payee creates their account by entering their details.
- PaymentWorks sends an email to the payee to verify their email address.
- The payee must click the Verify Your Email link in the email to activate their account.
- Once verified, no one else will be able to respond to the same invitation.
Example Email Verification Screen:
Step 3: Completing the New Vendor Registration Form
After verifying their email, payees are directed to your organization’s New Vendor Registration Form.
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 submitted a New Vendor Registration Form for another customer, the form will be pre-populated with their existing information.
Example New Vendor Registration Form Screen:
Step 4: Approval by Your Organization
Once the payee submits the registration form:
- Users in your organization with the appropriate permissions will review and approve the submission.
- 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.
- For Payers: Check out resources on managing vendors, reviewing registrations, and more.
Visit our comprehensive Knowledge Base for additional articles on using PaymentWorks effectively.