The W9 is an important document to have on hand. This can be easily uploaded into your TermSync solution.
Attaching Company's W9
1. Navigate to your Profile icon, and select Customer Account Information.
2. Scroll towards the bottom, and locate Documents. Here, you can upload either a W9 or a Supplementary Document.
i. Select add a w9.
ii. Choose File and then select Upload File.
b. Supplementary Document
i. Select add a document.
ii. You will be prompted to provide details in File Description. Attach from Choose File, and lastly select Upload File.
Please Note: Your customers have visibility and access to anything uploaded in either of these two areas.
Since you are already in your Company Account Information, this is a great opportunity to ensure your company information is up to date and Payment Reminders are accurate.
1. Company Details
2. Contact Information
3. Payment Reminder Preferences:
i. Level One Preferences
ii. Level Two Preferences
iii. Level Three Preferences