Inviting a payee to Corpay Cross-Border Connections

To create connections with your payees, first send them an invitation from your Corpay Cross-Border account. The payee will receive an email with a link to the Connections signup page where they create their account and enter their contact and banking details. The link in the email is valid for 30 days.

Important: Before you invite payees to connect with you, we recommend that you add your logo and signature to the email template. For more information, see Creating custom email templates.

To invite a single payee to Corpay Cross-Border Connections

  1. In the toolbar, under Templates, click Connections.
  2. On the Connections page, click NEW INVITATION.

    Connection Invitation Pending

  3. From the Invitation Template dropdown list, choose the template that you want to use. A preview of the selected email appears on the right side of the page.
  4. Click SINGLE INVITE. Mandatory fields are indicated with *.

    Connections Single Invite

  5. Choose whether the invitee is an Individual or a Corporate entity.
  6. As you enter invitee details, the email preview pane updates on the right side of the page.
  7. (Optional) In the Custom Message section, you can enter additional notes. This note won’t be saved to your default email template and will only apply to the current invite.
  8. (Optional) To invite more payees, check the box beside Invite another. The form will reset, allowing you to send another invitation from the same page.
  9. Click INVITE to send the invitation.
  10. You will be redirected to the IN PROGRESS tab on the Connections page. The invitation you just sent will appear in the grid with the status— Sent.
    Tip: You can filter the IN PROGRESS grid by Status to view connections with a specific status.