Payors

Getting Started

• Velo Terms and Definitions
• Managing Payor User Profiles
• User Roles and Adding New Users
• How do I fund my Payor balance?
• Reset Two-Factor Authentication

My Payor Account

• How do I fund my account by direct deposit?
• How do I fund my account by wire?
• Where do I find my Funding Reference ID?
• How do I set up a low balance notification?
• How do I edit a Payor user's profile?
• How do I disable a Payor user?

See all 9 articles

My Payees

• How do I add Payees to my account?
• What do Payee statuses mean?
• How do I update a Payee's information?
• How do I delete a Payee?
• How do I disable a Payee?
• How do I search for a Payee?

My Payment Instructions

• What is a Payout?
• What is a Scheduled Payout?
• How do I instruct a Payout?
• How do I schedule a future Payout?
• What do Payout statuses mean?
• What do Payment statuses mean?

See all 11 articles

My Reports

• How do I export history of payments submitted?
• How do I set up webhooks?