PaymentWorks - Using Quick Connect

This guide walks you through using Quick Connect in PaymentWorks to link a payee profile step-by-step, ensuring all necessary remittance, payment, address, purchase order, insurance, and additional information is completed and validated. It explains how to add or select existing data, handle validation errors, submit the connection request, and track its review status.

Kristin Coombs
13 steps
26 seconds

From the PaymentWorks home page, under Customers, the status will show as Not Connected. Select **+ Connect**.

For the **Remittance Address**, select the drop-down in the **Remittance Address** section to use an existing address or select **Add new Remittance Address** to enter a new address. Once selected, the remittance address appears with a green check mark and you can move forward in the form.

In the **Payment Information** section, select how you would like to receive payments by selecting the payment type. It will auto fill previously submitted bank information. Select **Next** to continue.

In the **Order Address** section, select previously entered address from the drop-down or enter your order address by selecting **Add new Order Address**.

In the **Conflict of Interest** section, answer the question. Select **Save and Continue**.

In the **Purchase Orders** section, indicate if your business accepts purchase orders. Select the **Purchase Order Delivery Method** type from the drop-down or select the **Add New Purchase Order Delivery Method** to add a new delivery method. Select **Save and Continue**.

In the **Insurance Certificates/Additional Insured** section, you can use prefilled insurance information or select Add Insurance Coverage to add new insurance coverage. Select **Save and Continue**.

Select **Next** to continue to the last section, **Additional Information**.

In the **Additional Information** section, answer the questions. Once completed, select **Save and Continue.**

If you select **Save and Continue**, a validation check for errors will occur. If any errors occur, a list will be provided. Select **Go** **Back to Form** to return to correct the errors.

Once all information is completed and validation errors have been reviewed if applicable, select **Request Connection**.

A **Connection request submitted** in green message will appear at the top of the homepage. Under **Customers**, the status will indicate the Connection is in Review.

For Vendor/Payee Reference Materials, the vendor/payee can utilize the PaymentWorks [Payee Knowledge Base - Help Center](https://help.paymentworks.com/knowledge-base/payee-knowledge-base)

PaymentWorks - Using Quick Connect

Kristin Coombs
13 steps
26 seconds