Payee workflow

1. In Qlero, go to Agreements and select the Payees tab, then open the payee record.
   
2. In the Payments section of the payee record, set the Billing Type to Self-Billing Auto so the payee is included automatically in payment runs generated during period calculation. Confirm that the payee has a Contact Email, which is used for Tipalti onboarding.
   
3. The payee logs in to Qlero, goes to Payments, and clicks Set Up Tipalti in the Set up automatic payments with Tipalti banner.
   
4. The Tipalti payment setup modal opens on the Address step. The payee reviews or enters their information and clicks Next.
   
5. If the Address Not Verified prompt appears, the payee reviews the address and clicks Confirm and Continue, or clicks Edit Address to correct it.
   
6. On the Payment Method step, the payee selects a Payment Method and Payment Currency, enters their bank details, and clicks Next.
   
7. On the Tax Forms step, the payee completes the tax form (for example, W-8BEN or W-9), selects a signing option, types their name, and clicks Submit Form.
   
8. The Done step confirms that the payee’s Tipalti account is ready to receive payments.
   
9. The payee’s Payments page now shows Tipalti is ready with a Ready status. The payee can click Review Details to reopen the Tipalti setup and update their information.