What's new with the payee iFrame
Required user role Technical admin
- This article is relevant for payers who embed the payee iFrame experience in a website or platform. For the Supplier Hub, go to Onboard payees.
- The new payee onboarding experience currently only covers non-US local tax and VAT number collection. If you’re collecting US tax forms or documents from payees, you should refer to the original iFrame environment for now.
- For technical information on embedding the iFrame, go to our Dev docs.
New payee onboarding experience
Tipalti is rolling out a simplified new payee onboarding interface. Only the base URL changes — you use the new iFrame URL exactly as you do today, with the same parameters and the same hashkey signature. You can choose to switch to the new experience on your own schedule.
You can preview the new experience in Sandbox before going live in Production. Sandbox testing requires an existing Sandbox account; if you don't have one, contact your Tipalti representative.
What stays the same
- Nothing changes in the information you collect from your payees.
- The way you work with the iFrame is unchanged — same embed, same parameters, same hashkey signature. Only the base URL is new.
What's changing
- A cleaner, more intuitive flow with clear guidance at every step.
- A new setup overview greets payees when they log in, featuring a “Payability” indicator that clearly shows their status and what's left before they can start receiving payments.
- An updated base URL that your platform calls behind the scenes to load the payee iFrame.
- Customized iFrame skins can't be migrated yet, but you can switch to the standard iFrame design at any time. Custom skins will be supported in future rollouts.
Using Tipalti iFrame URLs
The Tipalti iFrame contains the Payment details (setup process), Invoice history, and Payment history for individual payees. To automate this within your own platform, initialize each of these modules in your HTML front end using a separate iFrame container.
Payment details iFrame (main setup process)
- Sandbox:
https://payee-onboarding-app.sandbox.tipalti.com?[your existing parameters] - Production:
https://payee-onboarding-app.tipalti.com?[your existing parameters]
The optional Invoice history and Payment history iFrames remain on the existing domains — only the Payment details tab is moving to a new URL.
For more information on setting up the iFrame environments, go to our Dev docs.
Common questions
What's the new iFrame experience?
The new iFrame gives payees a simpler, step-by-step onboarding flow. For now, it only covers non-US local tax and VAT number collection. If you collect US tax forms, stay on the original iFrame for now. For technical details on embedding the iFrame, go to our Dev docs.
What do I need to do to switch?
Existing payers can switch whenever they're ready by updating the iFrame base URL. New payers start on the new experience from day one. Your parameters and hashkey signature stay the same. Before you switch, check whether you need to allowlist the new hostnames.
Do I need to update my allowlist for the new iFrame experience?
It depends on how you allowlisted Tipalti. The new iFrame loads from a new hostname. If anything on your side restricts embedded content, such as a Content-Security-Policy (CSP), firewall or proxy, check it before you switch. This applies whether you switch the URL yourself or ask Tipalti to enable the new iFrame for you.
-
You allowlisted a wildcard (for example,
https://*.tipalti.com): No action needed. The wildcard already covers the new hostname. -
You allowlisted the specific hostname (
ui2.tipalti.com): Add the new hostname the same way you added the old one. If you don't, the iFrame is blocked. For example:
Content-Security-Policy: frame-src https://payee-onboarding-app.tipalti.com;If you test in Sandbox, also add https://payee-onboarding-app.sandbox.tipalti.com.
Which iFrame URLs change?
Only the Payment details iFrame moves to a new URL:
- Production:
https://ui2.tipalti.com/payeedashboard/homebecomeshttps://payee-onboarding-app.tipalti.com - Sandbox:
https://ui2.sandbox.tipalti.com/payeedashboard/homebecomeshttps://payee-onboarding-app.sandbox.tipalti.com
The Invoice history and Payment history iFrames stay on their existing URLs.
How is the iFrame different from the Supplier Hub?
Both use the same new payee onboarding experience. The difference is where payees see it. The iFrame is embedded in your own website or platform. The Supplier Hub is a portal hosted by Tipalti that payees are invited to. For more on the Supplier Hub, go to Onboard payees with the new Supplier Hub.
When will the new iFrame support US tax forms?
Support for US tax forms is coming to the new iFrame soon. Until then, if you collect US tax forms from payees, stay on the original iFrame. We'll update this article when it's available.
Does the new iFrame support custom skins?
Not yet. Customized iFrame skins can't be migrated yet, but you can switch to the standard iFrame design at any time. Custom skins will be supported in future rollouts. If you want to keep your custom skin, don't switch to the new URL until then.
Does the new iFrame support document collection?
Not yet. Document collection is coming soon. If you collect documents from payees, stay on the original iFrame. We'll update this article when it's available.