How to invite a contractor

Key Takeaways

In this video, you will learn how to invite a contractor to the Papaya payments platform and how to track their status. First, go to beneficiaries. Click add beneficiaries. Then, select invite to Papaya payments so they can submit invoices and get paid. Choose whether you want to invite one beneficiary or multiple beneficiaries. Switch on require business information. This allows the contractor to upload countrysp specific business details and supporting documents for approval. Next, enable validate details with AI. This will automatically scan contractor submissions for missing or incorrect information and flag issues before manual review. Continue by filling in the contractor's first name. Last name, an email address. This is the email where the contractor will receive the invitation to sign up. Add the beneficiary ID used in your system. If there is no existing ID, a beneficiary ID will be assigned automatically. Under optional settings, you can choose a default pay group. Add labels and set the default invoice currency. By setting the currency, you lock the invoice currency for this beneficiary. If you leave it open, the contractor can select their preferred payment currency. Finish by adding a personal message, then click send invitation. This will send an email to the contractor and he can start as part of the onboarding. Thank you for watching.