PaymentWorks Assistance for Payees

1. Log into PaymentWorks here: https://www.paymentworks.com/accounts/login/
2. Click "Start Registration" or "Continue Registration" in the customers section of the home page

If you have not validated your email, you will be prompted to validate your email address (resend the validation email if given the option)

1. Log into PaymentWorks here: https://www.paymentworks.com/accounts/login/
2. Click "View Messages" in the "Customers" section to see why it was returned / what edits are needed:
3. Click the "Home" tab to get back to the home screen
4. If your Primary Address/Contact Information, Banking Info or Legal Identity Information (SSN/TIN, Legal Name or Tax Form) needs to be changed click "My Payee Profile" on the left side of the screen.

4a. Click "View or Edit Details" on the applicable fields and make the necessary edits

5. If your Remittance Address, Payment Method, Conflict of Interest, Purchase Order Acceptance, Insurance Certificates, or Student/Employee Number needs to be edited, click Home on the left side of the screen

5a. Click "Edit/Resubmit" to open these categories & make any changes necessary.

FINAL STEPS FOR ALL CHANGES:

6. To submit your changes, click “Home” on the left side of the screen, and then "Edit/Resubmit" in the "Customers" section.
7. Click "Next", "Save and Continue" and then "Request Connection"
8. The status of your registration will then change to "Profile/Connection in Review"

When completing the registration select “I do not have a tax ID” and complete the questions on why you do not have a tax ID.

1. Please contact your payment requester to ensure that the Tufts Registration request is being sent to the SAME EMAIL you used to register with for your previous registration.
2. Once the invitation has been sent, log into PaymentWorks HERE and click "Tufts University" under "Customers" on the Home page to be directed to the Tufts application

1. Log into Payment Works HERE
2. If under the "Customers" section of the home page it says "Connected" your registration has been fully approved, please contact your Tufts payment requester to confirm the email address you used to log into PaymentWorks. 
3. If under the "Customers" section of the home page it says "Registration Form In Review" this means your registration is pending approvals. 
4. If under the "Customers" section of the home page it says Registration Returned your registration was returned for edits. Click "View/Edit Form" to edit the registration. 
5. If you are automatically routed to the registration, or the status of your registration is "Start Registration" you have not completed it. Please complete the remaining questions in the registration and submit for approval.

1. Log into Payment Works HERE

2. If under the "Customers" section of the home page it says "Connected" your registration has been fully approved, please contact your Tufts payment requester to confirm the email address you used to log into PaymentWorks. 

3. If under the "Customers" section of the home page it says "Registration Form In Review" this means your registration is pending approvals. 

4. If under the "Customers" section of the home page it says "Start Registration" or "Continue Registration" your registration has not been fully completed. Click "Start/Continue Registration" to complete the registration. 

5. If under the "Customers" section of the home page it says "Registration Returned" your registration was returned for edits. Click "View/Edit Form" to edit the registration. 

If you have recently moved or would otherwise like to change your remittance address please follow the instructions below. Note: if you have moved permanently, please change BOTH addresses to ensure your tax forms are sent to the correct address in January. 

Part 1– Remittance Address Update (Where your physical checks are sent)

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on "My Payee Profile" on the left.

3. Scroll to the "Addresses & Bank Accounts" section.

4. Click on the address row you want to update to expand it.

5. Click "Edit", make your changes, then click Save Address.

6. Click "Share" to view which customers are connected to the address and ensure you’re correcting the address linked to Tufts University.

Part 2 – Primary Address Update (Where your tax forms are sent)

NOTE: an Updated W-9, W-8BEN or W-8BEN-E is needed with this update

FOR NON-RESIDENTS: Your Primary address MUST BE your permanent foreign address.

Log into your PaymentWorks account:  https://www.paymentworks.com/app

1. Click on "My Payee Profile" on the left
2. In the "Primary Information" box, click "View or Edit Details"
3. Click "Edit" and make the appropriate changes
4. Click "Save"
5. In the "Tax Forms" box, click "View or Edit Details"

If the "Generate Electronic W-9" box is checked, PaymentWorks will automatically submit an updated form with your address update and no action is needed from you . 

If you have the option to check this box, you can.  Otherwise, please upload an updated W-9 or W-8BEN (for Non-Resident Aliens)

6. Click "Save"

PLEASE NOTE: EFT is ONLY for US Banks  

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2. Click on "My Payee Profile"
3. In the "Bank Accounts" box, click "Add Account"
4. Select your bank’s location (United States for EFT)
5. Enter your banking details, bank address & notification email address
6. Click "Select a Bank Validation File" and upload an appropriate document
7. Check the "Authorization" box and click Add Account.  This will bring you back to the My Payee Profile page
8. Next link the bank account to the appropriate Remittance Address. Scroll down to "Addresses & Bank Accounts" section and click on the appropriate remittance address to open it
9. Click the "Edit" button and then use the "Bank Account" dropdown to select your new bank account and click "Save Address"
10. Click the "Share" button to ensure Tufts University is connected to this address

NOTE: EFT (Direct Deposit) payments are preferred as they have a faster turn around, please consider updating your banking details instead of changing to 'check'.

Check is NOT AVAILABLE for Non-Residents or Foreign Businesses

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2. Click "Customers" on the left side of the screen
3. Click on View/Edit Form in the Customers box in the center of the page.
4. Click "Edit Payment" under the "Payment Information" section
5. Click "Check" and then complete the Payment Contact Name, Phone Number & Email address sections
6. Click "Save and Continue" and then click "Next"
7. Review your answers to the "Vendor Information" questions and then click "Save and Continue"
8. Lastly, click "Update Connection"

PLEASE NOTE: Wire is ONLY for Non-US Banks  

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2. Click on "My Payee Profile"
3. In the "Bank Accounts" box, click "Add Account" 
4. Select your bank’s location (Non-US Country for Wire)
5. Select SWIFT/BIC or IBAN and enter the Name on Account, SWIFT/BIC Code or IBAN and Customer Account Number
6. Click "Validate Bank Details"
7. Expand "Bank Address"and fill in any missing required fields
8. Click Select a Bank Validation File and upload an appropriate document
9. Check the Authorization Box, enter a Notification Email Address and click "Add Account".  This will bring you back to the My Payee Profile page
10. Next link the bank account to the appropriate Remittance Address(es). Scroll down to "Addresses & Bank Accounts" section and click on the appropriate remittance address to open it
11. Click the "Edit" button and then use the "Bank Account" dropdown to select your new bank account and click "Save Address"
12. Click the "Share" button to ensure Tufts University is connected to this address
13. You will then be sent a Kuali Form via email to complete the information once more for our system. If you do not receive a separate form outside of PaymentWorks, please email TSS@tufts.edu for this form

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2. Click on "My Payee Profile" on the left
3. To change Legal Name, click "View or Edit Details" in the "Legal Entity Information" section.  PLEASE NOTE:  Legal name must match SSN/EIN and IRS Records
4. Click "Edit" and make the appropriate changes
5. Click "Save"
6. To change DBA (doing business as) Name, click "View or Edit Details" in "Legal Entity Information" section PLEASE NOTE: This can only be done for Business Entities or Sole Proprietors
7. Click "Edit" 
8. Click the “Does your business use a different name” box
9. Type in the "Company DBA"
10. Review all other boxes to make sure the information is completed & accurate
11. Click "Save" 

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2. Click on "My Payee Profile" on the left
3. Click on "View or Edit Details" in the "Legal Entity Information" section
4. Click "Edit"
5. Select the appropriate "Tax ID Type" (SSN or ITIN) (Tax Country should remain your country of residence)
6. Enter the "Tax Number" and "Confirm Tax Number"
7. Review all other fields to make sure they are still completed and accurate
8. Click "Save" 
9. In the "Tax Forms" box, click "View or Edit Details"
10. Upload an updated W-8BEN
11. Click "Save"

1. Change Residency Status
   • Log into PaymentWorks here: https://www.paymentworks.com/app
   • On the "Home" page click "Manage"in the "Customers"section
   • Click "Next"
   • Set "Supplier Category"to Non-US Individual
   • Answer "Yes" to the “Are you a Resident Alien” question
   • Click "Save and Continue"
   • Click "Update Connection"
2. Change your SSN or ITIN
   • Click "My Payee Profile"
   • In the "Legal Entity Information" box click "View or Edit Details"
   • Click "Edit"
   • DO NOT CHANGE YOUR TAX COUNTRY unless you have become a US Citizen
   • Select your "​​​​​​Tax ID type
   • Enter your SSN or ITIN
   • Click "Save"
3. Change your Primary Address
   • Click "My Payee Profile"
   • In the "Primary Information" box click "View or Edit Details"
   • Click "Edit"
   • Change your address to your US Address
   • Click "Save"
4. Upload a new W9 tax form
   • Click "My Payee Profile"
   • In the "Tax Forms" box click "View or Edit Details"
   • Upload a W9 tax form with your SSN/ITIN and US Address
   • Click "Save"

1.  Change Your Tax Country

• Log into your PaymentWorks account:  https://www.paymentworks.com/app
• Click "My Payee Profile"
• In the "Legal Entity Information" section click "View or Edit Details", then click "Edit"
• Click the dropdown in the "Tax Country" section and select the appropriate country.
• Click "Save" at the bottom.

2. Change Your Primary / Corporate Address

• On the "My Payee Profile" Page
• In the "Primary Information" section, click "View or Edit Details" then click "Edit"
• Change your address to your address in your home country
• Click "Save" then click Close

3. Upload a New Tax Form

• On the "My Payee Profile" Page
• In the "Tax Forms" box click "View or Edit Details"
• Click on the IRS Form W-8BEN link to download a W-8BEN, fill it out completely, including your social security number and date of birth, and save it on your computer.
• Upload the completed form by clicking the upload link, navigate to the file you just saved, select it and click open.
• Click "Save"

4. Change your Residency Status 

• Click "Home"
• Click "Manage" in the "Customers" section
• Click "Next"
• Set "Supplier Category" to Non-US Individual
• Answer No to the “Are you a Resident Alien” question
• Click "Save and Continue"
• Click "Update Connection"

1. Log into PaymentWorks HERE

2. Click the "Invoices" Tab to see your payments

If you do not see a payment here and are expecting one, please contact your payment requester or invite sender. 

Please note, the email address you should be using to log in is the one you initially validated with the PaymentWorks invitation.

If you forgot your email or password / would like to reset your password, please contact support here

Please contact your payment requester to provide an alternative email address for a new invitation. If you have logged into PaymentWorks via the Tufts SSO you will have a Payer account. Please DO NOT log in through Tufts SSO unless you are going to send invitations. 

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app
2.  Click "Home" on the left side of the screen
3. Click "Manage" next to the gear icon in the "Customers" section
4. Click "Edit Purchase Orders" in the "Purchase Orders" section
5. Click "I accept POs"
6. Click "Add New Purchase Order Delivery Method"
7. Select "Email" PLEASE NOTE: Tufts only accepts Email Delivery of POs
8. Enter your PO Contact Name, Phone Number and Email address
9. Click "Save PO Method"
10. Verify the Purchase Order Delivery drop down has the correct updated information. If not, click the Purchase Order Delivery Method drop down and select the new information
11. Click "Save and Continue" in the "Purchase Orders" section
12. Click "Next"
13. Review your previous answers to the "Vendor Information" questions and edit if necessary
14. Click "Save and Continue"
15. Click "Update Connection"