Onboard payees

Partner integration with an existing Tipalti account

Use this workflow if you already have partners/ payees onboarded to Tipalti, but these payees are new to the Everflow system and need to be added.

Once the Tipalti-Everflow integration has been enabled, it appears as a payment method in the partner billing form.

Step 1. Ensure payees are unable to update their billing information in the Everflow partner portal

1. In Everflow, go to Control Center > Configuration > Global Settings.

2. Click "Edit".

3. Turn "Off" the "Enable Partners to update billing details inside their Partners UI" field.

Even with this feature disabled, the partner can still update their payment method in 's Payee Dashboard.

Step 2. Update payee billing information in Everflow

1. Go to Partners > Manage, and select the "partner".
2. Click "Edit".
3. Click the "Billing" tab.
4. Since the payee has an existing Tipalti ID and account, toggle on "Use Existing Payee ID" as shown below. Enabling this setting allows Tipalti to port over all existing payment preferences, and other demographic information.



When you have finished setting up the payee’s account, the payee's status changes to payable. You are now able to pay invoices via the integration.

Partner integration without a Tipalti account

Use this workflow if you are already using Everflow, but are new to Tipalti and therefore have partners/ payees that need to be pushed into the Tipalti system.

Once enabled, a payee who is new to Tipalti and therefore does not already have a Payee ID, needs to add their payment information so that Everflow can generate a Payee ID that syncs directly with the payee's Everflow account.

Step 1. Ensure payees are unable to update their billing information in the Everflow partner portal

1. In Everflow, go to Control Center > Configuration > Global Settings.

2. Click "Edit".

3. Turn "Off" the "Enable Partners to update billing details inside their Partners UI" field.

Even with this feature disabled, the partner can still update their payment method in 's Payee Dashboard.

Step 2. Update payee billing information in Everflow

1. Go to Partners > Manage, and select the "partner".
2. Click "Edit".
3. Click the "Billing" tab.
4. Since the payee does not have an existing Tipalti account, toggle off "Use Existing Payee ID" as shown below.

Step 3. Instruct your payees to create their account using their Everflow partner portal

1. In Everflow, your payees need to go to Company > Settings > Billing > Edit. Here, they can also check the status of the Tipalti integration.
2. If they need to update their billing information, they can click "Edit Tipalti Informations", which takes them to a new page to complete all steps of Tipalti’s onboarding process.





3. When your payees have finished updating their details, they need to click "Back to Billing" in the top left of the screen. Everflow syncs with Tipalti every 10 minutes and will update payee account status. Once this section displays the following payable status, your payees can receive payments and email notifications from Tipalti.