Tipalti Payor Connection (NEW Tipalti Accounts)

Modified on Thu, 23 Jul at 3:47 PM

If you don't yet have a Tipalti Connection, use the workflow below to create and connect your new Tipalti account.

Important If you do have an existing Tipalti account, follow the instructions in Tipalti Payor Set Up with an existing Tipalti Account.

Connecting to Tipalti through Revelator Pro

Using the Enterprise icon (top of the left side menu bar), select Settings.
Click on Integrations.
Open the Payment tab.
Press Connect on the Tipalti card.
Click Connect on the Tipalti card.
Click on the Sign up Here link at the bottom of the Connect to Tipalti screen.
Follow the instructions to create your Tipalti account.
When completed, return to Revelator Pro and complete the steps described in the article for Tipalti Payor Set Up with an existing Tipalti Account.
After completing your Connection to Tipalti, instruct your Payees How to Connect to Tipalti.

After your Payee Connections are completed, and your Payees have set Tipalti as their Payment Preference in Revelator Pro, you can Make Payments with Tipalti to Payees.