Managing Payee Invitations

Abstract

Managing payee invitations ensures vendors submit business and banking details securely, keeping information current and reducing manual follow‑up. Administrators can send invitations outside the import workflow, monitor their status, and resend or cancel them as needed.

For instance, when a payee switches bank accounts mid‑year, via Payee Invites they can update their ACH routing information — eliminating insecure email exchanges and preventing failed payments.

This article explains how to oversee payee invitations. You will learn how to open the payee's list, verify import options, check invitation status, resend or cancel invites, and guide payees to use invitations for secure profile updates.

Managing Payee Invitations

Managing payee invitations lets administrators send secure email invitations to vendors so they can enter or update payment and business details. The feature tracks each invite’s status — open or closed — and provides options to resend reminders or cancel incorrect invitations, ensuring payee information stays accurate without exposing sensitive data.

Follow these steps to manage and track payee invitations:

1. To begin, first, hover over the SquareWorks menu, then Automate, and click the Home tab:

   

2. Next, click the Payees option on the left to open the Payees list; here, you will see all the payees you have imported:

   

   

3. The invitation will be reflected in the STATUS column:

   

4. To check a payee's current status, enter the payee’s name in the search bar and click on it to view the record:

   

5. Once the record is opened, you will see all invites in the Invites section as they've been set up. In the STATUS column, Closed means it was completed, and Open means it's still waiting for the customer or the vendor to respond:

   

6. You can resend an invite by clicking the Resend Invite button to remind the payee to fill out the invitation:

   
7. You can also cancel an outstanding invite by clicking the Cancel Invite button :

   

This concludes the overview of Managing Payee Invitations in SquareWorks Automate.