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How do I invite tax form recipients to Payable?

Last Updated:
February 2, 2018

After creating new forms for new recipients from the "Taxes" page, or adding members directly from the "Team" page, or importing your Stripe data, you have the option to invite all non-users (contractors and vendors) who are not already a 'worker' in Payable. On the "Team" page, you’ll have a banner at the top to invite your non-users:

Non-user was a user role created for people that will not have access to a Payable account.

Click on the invite banner and from the modal, you’ll be able to customize the invite message which is highly recommended. We also created this post to walk through the onboarding experience for recipients when they sign up.

If you would only like to invite non-users with required tax forms make sure this is your selection on the 'Non-Users to Invite' dropdown menu.

If you would like to invite just a few of your recipients (not bulk invite) you can do this by accessing their profile via the "Team" page. From the "Team" page search for the recipient that you would like to invite. Then click on their name and once the form displays you'll need to update their user role from "Non User" to "Worker" and click on "Invite."

What if 1099 form recipients are already in Payable?

If the recipient is already in Payable, and you would like to invite them to join your Payable account, you can trigger the invite fro m the "Team" page. From the "Team" page search for the recipient that you would like to invite. Then click on their name and once the form displays you'll need to update their user role from "Non User" to "Worker" and click on "Invite."

If the recipient is already in Payable, and you have already invited them to join your Payable account, they’ll be prompted to confirm or add their tax identification information (SSN/EIN, address, etc.) and select a delivery method within Account Settings.

If the recipient has been marked as a non-user, and you are not planning on inviting them to join your Payable account, you’ll need to update their tax information based on what you've collected.

Should I let my recipients know about this in advance?

Yes! If they aren’t already users, it’s best to set proper expectations. Payable is asking for sensitive information and we find that communicating to your contractors and vendors up front lets them be more comfortable with the entire process.

This can be done either in an email from your company prior to sending out Payable invitations, or within the custom message box at the point that you’re ready to invite them. Feel free to use this template as a guide:

Sample Invitation Message:

Hi [Contractor],

For the 2017 tax year, [Company] has partnered with Payable to help us file and deliver your 1099 tax forms. You’ll soon receive an email invitation to sign up for Payable — this will help us confirm and update your tax information. Once filed, you will be able to retrieve your tax forms from within Payable for your own tax preparation and records.

Payable is secure, easy, and has resources to help answer many of your questions in the Payable Help Center. We think you’ll find using Payable very straightforward but please let us know if you have any questions or concerns.

Happy 2018!

The [Company] Team

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