Customize and send the email template below to remind your suppliers/payees to register their account with Tipalti so they can begin receiving payments. To customize the email template with your messaging:
1. Select and copy the text below.
2. Paste the text into your email.
3. Replace the highlighted sections with your personalized information.
Subject: Reminder - Action Required to Join {Your Company Name}'s New Payment Portal
Hello {Payee Name},
We recently partnered with world-class payments provider, Tipalti, and we noticed you have not yet registered on our payment platform. Please be advised that if you do not register by {Launch Date}, you will not receive payments.
Please complete the quick registration process using the following link: {Insert Registration Link}.
Below is a reminder of the information you need to complete during your onboarding experience with Tipalti.
- Contact Details
- Name
- Address
- Phone
- 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
- Payment method - Please note there may be a fee associated with certain payment methods
-
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.
We are excited to have our valued payees, such as yourself, utilize this streamlined payment system. Please complete the registration process today at {Insert Registration Link} to begin your payment experience on {Launch Date}.
If you have any questions, please contact us at {Your Company's Inbound Email Address}.
Best regards,
{Your Company Name}