1. Receive Invitation
There is no direct signup method. As a payee, you'll receive an invitation from Repeat when you create a withdrawal request. This invitation is usually sent via email and contains a unique link that directs you to the Tipalti portal.
2. Click on the Invitation Link
Open the email containing the invitation and click on the provided link. This link will take you to a secure page on the Tipalti platform where you can begin the signup process.
3. Provide Personal Information
Once you've accessed the Tipalti portal, you'll be prompted to provide personal information to create your payee account. This information may include your full name, email address, mailing address, and tax identification number (such as a Social Security Number or Employer Identification Number).
4. Complete Verification
After entering your personal information, you may need to complete additional verification steps to confirm your identity. This could involve providing documentation, such as a government-issued ID or tax forms, to ensure compliance with regulations.
5. Input Payment Details
Next, you'll need to input your payment details into the Tipalti system. This includes selecting your preferred payment method (e.g., direct deposit, wire transfer, PayPal) and providing the necessary account information (e.g., bank account details, PayPal email address).
6. Tax forms
US Citizens only, can select a Tax form. If you do not know which tax form to select, click the link “start the tax form questionnaire”. Complete the required information based on the tax form chosen.
7. Confirmation
After completing the signup process you'll likely receive a confirmation email indicating that your payee account setup is complete. This email may also contain additional instructions or information about what to expect next.
8. Access Your Payee Dashboard
With your account successfully created, you'll gain access to your payee dashboard within the Tipalti platform. Here, you can view payment history, update your payment preferences, and manage other account settings as needed.
9. Receive Payments
Once everything is set up, you're ready to start receiving payments through Tipalti. As payments are processed by the paying organization, you'll receive notifications and updates regarding the status of your payments directly through the Tipalti platform or via email.
By following these steps, you can easily sign up for Tipalti as a payee and enjoy the convenience of streamlined payment processing. If you encounter any issues during the signup process, don't hesitate to reach out to Tipalti's customer support for assistance here: https://tipalti.com/contact-us/