Customize and send the email template below to send your suppliers/payees a confirmation email when they setup their account with 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 "Successful registration" template in the Supplier Hub.
4. Open the template and paste the copied text.
5. Replace the highlighted sections with your personalized information.
Subject: Tipalti account created successfully
Dear {Payee Name},
Thank you for completing your account setup process with Tipalti. Please submit your contact details, payment information, and tax selections, if you haven't done so already, to complete your registration and begin to receive payments.
Please note that until you submit your contact details, payment information, and tax selections, you will not be able to receive payments.
Please follow the below guidelines on how to submit your invoices beginning {Launch Date}.
- Send your invoice to {provide link}. Please note that invoices can be in pdf, jpg or png formats only.
- Payment will be issued based on your payment method chosen.
- Once payment is approved, you will receive an email confirming the amount, and currency of the payment.
- You may view a history of past payments and invoice approval status in the Supplier Hub.
If you have any questions, contact us at {company inbound email address}.
Best regards,
{Your Company Name}