Skip to content
Contact Support
  • There are no suggestions because the search field is empty.

Where to Update Your Information: Payee Profile vs. Customer Table - Coming Soon

This article explains where your information is stored in PaymentWorks and how to determine whether to update something in your Payee Profile or in the Customer Table (Quick Connect). 

Updating information in the correct location ensures your customers receive accurate data and helps prevent delays or confusion.

Understanding Where Your Information Lives

PaymentWorks separates your information into two areas:

  • Your Payee Profile – Stores standard, reusable information. Anything in your profile can be shared with all customers.

  • Your Customer Table (Quick Connect) – Stores information that applies only to a specific customer.

What Belongs in Your Payee Profile (Global Information)

The Payee Profile is your master record and contains information shared with all current and future customer connections.

1. Primary Information Details

Includes:

  • Company or legal name

  • DBA name (if applicable)

  • Primary contact name, email, and phone number

  • Website

  • Description of goods and services

  • Headquarters address

 Shared globally (automatically) with every customer. Always update directly in your Payee Profile.

2. Legal Entity Details

Includes:

  • Business type (e.g., individual, sole proprietor, business entity)

  • Tax country

  • Legal name

  • Tax classification

  • Tax ID (SSN, EIN, or non-US equivalent)

 Shared globally (automatically) with every customer. Always update directly in your Payee Profile.

3. Tax Forms (W-8 or W-9)

Includes:

  • W-9 (U.S. payees)

  • W-8BEN, W-8BEN-E, or other W-8 forms (non-U.S. payees)

Uploaded once in your Payee Profile and shared with all customers.

4. Purchase Order (PO) Information

  • PO sets are stored globally in your profile.

  • If you store multiple PO sets, you can choose which to share during Quick Connect.

  • If you have only one, it becomes the default.

 Shared globally (automatically) with every customer. Always update directly in your Payee Profile.
 Selection is customer-specific when using Quick Connect.

5. Insurance Certificates

Includes:

  • Certificate(s) of insurance

  • Policy details (carrier, expiration date, policy type)

  • ACORD forms or equivalent

 Stored once and shared with all connected customers.

⚠️ Insurance Attestation (confirming a customer is listed as "additionally insured") is done per customer in the Customer Table.

6. Bank Accounts & Addresses

  • Add/edit in your Payee Profile

  • Link bank accounts with remittance addresses

  • Select which combination to share during Quick Connect

Shared globally (automatically) with every customer. 
You control sharing per customer during the connection process

What Belongs in the Customer Table / Quick Connect (Customer-Specific Information)

Use the Customer Table when:

  • Connecting to a new customer

  • Updating information for a specific customer

  • Responding to a profile return request

Customer-specific items include:

  • Remittance address selection

  • Payment method selection

  • Bank account selection (from your profile)

  • Conflict of interest questions

  • Insurance attestation

  • PO set selection (if more than one is stored globally)

  • Any custom fields required by that customer

 Updates made in the Customer Table do not affect your global Payee Profile.

How to Avoid Problems

Update in your Payee Profile if the information is shared with all customers:

  • Tax information and forms (W-8/W-9)

  • Primary information (e.g., contact name, business address, website)

  • Legal entity details (e.g., business type, tax ID)

  • Bank accounts and remittance addresses (add or edit)

  • Insurance certificates (e.g., ACORD forms, coverage details)

  • PO information (add or edit global PO sets)

Update in the Customer Table if the information is specific to one customer:

  • Payment method selection

  • Conflict of interest questions

  • Selection of a PO set (if you have more than one)

  • Insurance attestation (confirming the customer is added as "additional insured")

  • Any additional fields or requirements specific to that customer