There are three different ways to add Payees to the system:
- A single payee
- Batch upload via CSV file
- Via the API
Add a Single Payee
To create a Single Payee to the system:
- Login to the Payor Portal
- Click Payees from the side navigation
- Click Add Payee located at the top right-hand side of the screen
- Select Add Single Payee tab and enter the following Payee’s information including:
- Click Create
An invitation email will be sent to the email address provided to the new Payee. It will contain a link to start the onboarding process. Once they complete setting up their account, Payees are able to view their payment history, track payments, update their Payment Methods, and edit their Payee profile at any time.
To note, select Challenge Code if you want to provide a custom challenge code to securely identify the user during registration. If you do not wish to use a custom challenge code, the application will use the user's Tax ID.
Batch Upload
To create multiple Payees in the system at once, you can upload a CSV file.
- Login to the Payor Portal
- Click Payees from the side navigation
- Click Add Payee located at the top right-hand side of the screen
- Select the Import Payees (CSV) tab
- Drag and drop your CSV file or click to browse for a file on your machine
- A sample CSV template with required and optional information can be found on the page by clicking Download Sample CSV File
- CSV REQUIREMENTS:
- The file format must be in a CSV format to be accepted by Velo
- The .csv file must contain a header row with all mandatory fields completed. Multiple fields require data to be submitted in case- sensitive or specific format. Please refer to the sample file for data field requirements
- If Payee type is an Individual, please submit all Individual mandatory fields
- If Payee type is a Company, please submit all Company mandatory fields
- The .csv file may contain any or all of the optional fields as detailed in the sample file Providing optional information will assist and accelerate your Payees in their onboarding to Velo
- The file cannot contain a footer row
- You may be presented with an error message if there is a formatting or whole file issue
- For individual row errors you will be provided with a .csv file containing the Payees needing correction. Please address those specific errors and resubmit those records for processing
Add Payees via API
If you are interested in using our API, please visit the Velo Development Center.