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
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Toggle to the Single Payment tab and enter the following fields:
- Payout Memo
- Payee Name
- Source Account
- Currency
- Payment Amount
- Unique Payment ID
- Click Continue
- Review the Payout instruction. You may either Withdraw or Instruct the payment
- Click Instruct and confirm the instruction for the Payout
Once you have completed creating a Payout, an overview of the payments created will be displayed. From here you may click on the individual payment to view its status.
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 in case you need to make a manual payment.
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:
- Payment Memo (optional)
- Use the drag and drop or click to browse options to upload your Payout file
- Review the Payout instruction. You may either Withdraw or Instruct the Payout
-
Click Instruct and confirm the instruction for the Payout
- A sample file can be found on the Group Payout (CSV) tab. Additional file requirements will be available in the portal.
Note, the amount field in the CSV file should be entered in minor units. For example, a payment of $194.34 should be entered as 19434.
Instruct Payments via API
If you are interested in using our API, please visit the Velo Development Center.