Invite your Suppliers/Payees to Tipalti | Email Template

Customize and send the email template below to invite your suppliers/payees to Tipalti. To customize the email template with your messaging:

1. Select and copy the text below.

2. Open your Tipalti account and select the Communication tab under "Administration" in the left sidebar.

3. Click on the Templates tab and search for the "Invitation to register" template in the Supplier Hub.

4. Open the template and paste the copied text.

5. Replace the highlighted sections with your personalized information.

Subject: {Payee Company Name}'s invitation to register for payments

Hello {Payee Company Name},

{Your Company Name} is partnering with Tipalti, the world's leading global payment automation service. Through Tipalti, we will provide a quick and seamless payment experience.

You must complete your quick registration on our platform to receive payments beginning {First Payment Date}.

The registration sections are outlined below. Please be advised that inaccurate information will cause delays in payments being processed to you.

1. Contact Details
   • Name
   • Address
   • Email
   • Phone
2. Payment Details
   • Payment method - Please note there may be a fee associated with certain payment methods
     Currency selection*
   • Routing and account numbers*
   • PayPal account*
     *based on the payment method chosen
3. Tax Identity—The portal will guide you in selecting the right tax forms (W-9, W-8, VAT, etc.) and walk you through the information-gathering process.
   • EIN
   • SSN
   • VAT

We are thrilled to offer a global payments system that is revolutionizing the finance industry and will provide real-time insights into where your payment is in the approval/payment process.

Please complete the registration process today at {iFrame/Supplier portal link}.

If you have any questions, contact us at {Your Company's Inbound Email Address}. Refer to the "FAQs" on the registration process and tax forms.

Best regards,
{Company Name}