Which Invitation is Correct?

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 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: 

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!