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Before you send an invite make sure they have not been sent an invite yet.
Instructions
1. Log into PaymentWorks by clicking the link under My Tools on the Experience portal.
2. Before sending an invite, check to ensure an invite has not yet been sent. Click “Vendor Master Updates” then "Onboarding Tracker".
3. Type in a few letters or one word into in the Vendor Name field. When searching, type a few characters or a keyword of the known vendor name. Do not input too many words in the search bar.
Example: searching holiday shows two vendors (see attached).
> If the vendor has already been invited and is connected in Banner, you will see their Banner ID in the “New Vendor Registration” column.
> If you search and determine the vendor has not yet been invited to PaymentWorks, send an invitation to the vendor. See PaymentWorks - Send an Invite instructions.
> After you search and determine the vendor has been invited to PaymentWorks, but they have not completed their registration, see further instructions.
1. If an invite has been sent previously, work with the representative you’ve been communicating with and tell them their company has already been invited, but the registration has not been completed. They will need to log into PaymentWorks to update their information. If the vendor has questions regarding the PaymentWorks platform or specific aspects of the registration process, please direct them to https://community.paymentworks.com/payees.
2. Click open the invite by selecting the arrow > then Invitation Details
You will find the email address that the original invite was sent to under Contact E-mail -
