How to collect W-9 and W-8 forms using the hosted page URL?

  • Create a Public URL – A unique link is generated for each payer, which vendors can use to complete their W-9 or W-8 forms online.

  • Add Your Branding – Customize the link with your business name and logo to give it a professional appearance.

  • Easily Share with Vendors – Send the link to vendors via email, text message, or any other method you prefer.

  • Vendors Complete & Submit – Vendors can simply open the link, fill out their form, and submit it right away—no login required.

  • Track Submissions Instantly – Receive notifications as soon as a vendor submits their form, and access all submissions in real-time.

  • Review & Approve – Access submitted forms under the 'On-Hold Forms' tab.

 

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