So you want to invite someone to register in PaymentWorks so they can do business with UVA. You've made sure they aren't already registered, now all you need to do is decide which type of invite to send them. Is it an individual payee invite or a supplier invite? How do you know which one is the right one to send?
Sometimes it's easy to tell, but when you're working with a person and not a company, it can seem confusing. 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
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!