Customize and send the email template below to introduce your suppliers/payees to Tipalti. 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: A new payment experience awaits
Greetings {Payee Name},
We are thrilled to introduce our new partnership with Tipalti, a global payment automation service, which will enhance your payment experience with {Your Company Name}.
Tipalti will serve as our only payment system effective {Launch Date}. To ensure a smooth transition onto our new payment platform, here is what you should expect:
What do I need to do next?
- You will receive an email invitation to register for an account with Tipalti on {Invitation Email Date}. The 3-step registration process will require you to enter your contact information, select a payment method, and complete a digital tax form (W-9/W-8).
- You will need to complete the 3-step registration process in order to receive payments beginning {First Payment Date}.
- Refer to the “FAQs” on the registration process and tax forms.
- Please note that full transition to the Tipalti payment platform is mandatory for all payees.
What benefits will I receive with {Your Company Name}’s new payment platform?
-
A quick onboarding experience
- Account set-up in minutes
-
Guidance for selecting appropriate tax forms (W-9/W-8)
-
A “one-stop shop” for your payments
- Ease of invoice submission via PDF, PNG, or JPG email attachments
- Instant access to your payment status and history
- Ability to make changes to your payment method
We are excited to offer you a payment system that is best-in-class. We are dedicated to providing the highest level of service in order to make this transition as smooth as possible. If you have any questions, please contact {Your Company's Inbound Email Address}.
Kind regards,
{Your Company Name}