Payee workflow

1. From the App Launcher, navigate to Accounts in Salesforce.
   
2. From the Account, click Create Payee.
   
3. The Create Payee modal appears and prefills most fields. Click the Payment Provider field and choose Tipalti, then Save.
   
   The Payee was created success message appears. 
   
4. Open the Payee record, then click the Submit Payee button.
   
5. The Submit Payee modal appears. Click Submit Payee.
   
6. Click the Check Status button.
   
7. The Success message appears, and the Payment Provider ID, Payment Provider Status, Payable, and Payment Method fields are set. (Note in this example the invitation had already been sent and the payee onboarded).
   
8. Click the Send Invite button to send the Supplier's Portal invite to the Payee.
   
9. The Send Invitation modal appears. Click Send Invite.