As a Master Admin or Admin user, you have the ability to create and review payments in the Payor Portal. There are three ways payments can be created and Payouts can be instructed in the system:
- Manual
- Batch Upload via .CSV file
- API
Manual
To manually create a payment and instruct a Payout:
- Login to the Payor Portal
- Click Payouts from the side navigation
- Click Create Payout on the top right-hand side of the screen
- Toggle to the Single Payment tab and enter the following fields
- Click Continue
- Review the Payout instruction. You may either Withdraw or Instruct the payment
- Click Instruct and confirm the instruction of the Payout
To note: Payment ID must be unique to each payment in the system. Since this is a Payor defined ID, it is a good idea to create a block of payment IDs just in case you need to make a manual payment.
Once you have completed creating a Payout, an overview of the payment(s) created will be displayed. From here you may click on the individual payment to view its status.
Group Payout CSV File
To send out multiple payments in one Payout:
- Login to the Payor Portal
- Click Payouts from the side navigation
- Click Create Payout on the top right-hand side of the screen
- Toggle to the Group Payout (CSV) tab
- Review the Payout instruction. You may either Withdraw or Instruct the Payout
- Click Instruct and confirm the instruction of the Payout
- A sample CSV template can be found on the Group Payout (CSV) tab page by clicking Download Sample CSV File
- CSV REQUIREMENTS:
- The file format must be in a CSV to be accepted by Velo
- The file must contain a header row including all of the mandatory fields: remoteId, currency, amount, sourceAccountName
- The file may contain any or all of the optional fields as presented in the sample CSV file. Providing the optional information will assist and accelerate your payment processing and will likely reduce support inquiries
- The file must not 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 payments that require correction. Please address those specific errors and resubmit those records for processing
To note, the amount field in the CSV file should be entered decimal implied. For example, a payment of $194.34 would be entered into the CSV format as 19434.
Instruct Payments via API
If you are interested in using our API, please visit the Velo Development Center.