When it's time to invite someone to register in PaymentWorks, how do you know which invitation to send them? The choice is between a Supplier Registration form and an Individual Payee registration form. Sometimes it's easy to tell which is which, but sometimes it can be more confusing (especially if a person is doing business as themselves!).
Here are some guidelines:
Use a Supplier Registration Form when a person is doing business as themselves or their company is providing goods or services to the University.
Use an Individual Payee Form when a person is receiving payment:
For more information on extending an invite to a supplier, check out this Quick Reference Guide. You can also contact AskFinance for help, or reach out to Jack Jensen to book some Time with a Trainer to learn more about the process!
Here are some guidelines:
Use a Supplier Registration Form when a person is doing business as themselves or their company is providing goods or services to the University.
Use an Individual Payee Form when a person is receiving payment:
- for being a research participant
- as reimbursement
- as a monetary gift from the University
- as a royalty
- as an honorarium
- as a pre-or post-doc fellow or grad student receiving a stipend
- on a supplier invoice request as an individual payee
Here are the same guidelines in a more visual style:
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| Click the image for a larger view |
For more information on extending an invite to a supplier, check out this Quick Reference Guide. You can also contact AskFinance for help, or reach out to Jack Jensen to book some Time with a Trainer to learn more about the process!