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 file can be found on the Import Payees (CSV) tab. Additional file requirements will be available in the portal.
Add Payees via API
If you are interested in using our API, please visit the Velo Development Center.