PaymentWorks for Vendors

Step 1: Payee Receives Invitation

As the payee, you will receive a PaymentWorks invitation, similar to the screenshot below. This message contains a special link for you to click to begin the process.

Step 2: Joining PaymentWorks

When the payee (you) clicks the link, you will be directed to a screen that invites you to join PaymentWorks (screenshot below). If you are new to PaymentWorks, click the Join Now button to create your PaymentWorks account. If you have an existing account on PaymentWorks, click the Click here to login link and enter your login information for your existing account. After logging in, you will be directed to the account creation page.

After creating a PaymentWorks account, you will receive an email to confirm the validity of the email address you provided. After you click the Verify Your Email link, as shown in the screenshot below, you will be able to log in to your PaymentWorks account. An account is only activated after the email is verified. In addition, after the email and account are verified, no one else will be able to respond to that invitation.

Step 3: New Vendor Registration Form

After you have joined PaymentWorks and verified your email address, you will be directed to SDSURF’s New Vendor Registration form. As the payee, you will provide your address, tax information such as EIN (for businesses), SSN (for individuals), Foreign Tax ID (for foreign businesses or foreign individuals), as well as a W-9 form (or W-8 for foreign payees).

If you have already submitted a New Vendor Registration form for another PaymentWorks customer, the form will be pre-populated with your existing information.

SDSURF payees or vendors are encouraged to submit bank account information to enable electronic or direct deposit payments. Direct deposit payments are required for SDSU or SDSURF employees and students.

Step 4: Approval of the New Vendor Registration Form

The SDSURF Accounts Payable department will review and approve your submission for registration, and you will be assigned a vendor number or ID (if new) or connected to an existing vendor ID. PaymentWorks will notify you of your approval and vendor ID via email.

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If you would like to change your remittance address please follow the instructions below. Note: If you have moved permanently, please change BOTH addresses to ensure your tax forms are sent to the correct address in January.

Part 1 – Remittance Address Update (where your physical checks are sent)

1. Log in to PaymentWorks at https://www.paymentworks.com/accounts/login/

2. Click Company Profile in the top right corner.

3. Click Remittance Addresses on the left menu bar.

4a. If updating the current address listed, click Edit (pencil icon) and update the address as needed.

4b. If you need to provide an additional remittance address to SDSURF, click Create New Address. For most customers, you will see a Share With Customers screen where you can select the customer(s) who should be provided with the new address. If you do not see the intended customer, please contact PaymentWorks Support for further assistance.

5. Click Save to finalize the changes.

Part 2 - Primary Address / Corporate Address Update (where your 1099 or 1042 tax forms are sent)

1. Log in to PaymentWorks at https://www.paymentworks.com/accounts/login/

2. Click Company Profile in the top right corner.

3. Click Marketing Information on the left menu bar.

4. Click Edit and update the address as needed.

5. Click Save to finalize the changes.

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Please note that direct deposit (also known as Electronic Funds Transfer or ACH) is only available for US banks.

Part 1 – To add bank account information

1. Log in to PaymentWorks at https://www.paymentworks.com/accounts/login/

2. Click Company Profile in the top right corner

3. Click Bank Accounts on the left menu bar and click Add Account.

4a. If updating the current address listed, click Edit (pencil icon) and update the address as needed.

4b. If you need to provide an additional remittance address to SDSURF, click Create New Address. For most customers, you will see a Share With Customers screen where you can select the customer(s) who should be provided with the new address. If you do not see the intended customer, please contact PaymentWorks Support for further assistance.

5. Click Save to finalize the changes.

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If you will be doing business under a tax identification number other than what was provided when you onboarded with SDSURF, a new PaymentWorks profile will need to be created. A new vendor registration must be submitted under each tax identification number in order to continue doing business with SDSURF.

To register under a new profile, reach out to your point of contact at SDSURF and ask them to send a new vendor invitation.

1. Explain to your point of contact that you are doing business under a different tax identification number.
2. The invitation must be sent to a different email address than what was used to onboard with SDSURF previously.
3. If you do not have a point of contact at SDSURF, send your request to Accounts Payable at [email protected].

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FAQs for Payees or Vendors

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• Accounts Payable: For vendor onboarding procedures, please email [email protected].
• PaymentWorks: Vendors must log in to PaymentWorks and click the Help link at the upper right to access the Support Center.

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