Joanna

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Activity overview

Latest activity by Joanna
  • Joanna created an article,

    How do I update my Payment Method?

    You may edit your preferred Payment Method at any time. However, if a payment has already been sent to you, this destination cannot be re-routed. To edit your preferred Payment Method, login to yo...

  • Joanna created an article,

    How do I set up my Payee account?

    To begin receiving payments, you must first set up your Payee account. The company you work for (your Payor) will send you an email invitation containing a link to get started. If you are unable to...

  • Joanna created an article,

    Managing Payor User Profiles

      Only a user with a higher user role may edit another Payor user's information. To edit a Payor user’s profile. For example: Master Admins can add, edit, disable or delete Admin and Support...

  • Joanna created an article,

    How do I set up webhooks?

    Webhooks are call-backs to deliver data via APIs. It allows Payors to be notified when a status change occurs to their payments (i.e. payment was sent, confirmed, returned, etc.). Only Payor Master...

  • Joanna created an article,

    How do I export history of payments submitted?

    Payors have the ability to pull their Velo Transaction Report from the Payor Portal at any time. To pull your history, Payor users may login and follow the steps below. Click Reports from the side...

  • Joanna created an article,

    How do I delete a Payment Method?

    You may edit or add a new Payment Method at any time. If you no longer use a Payment Method to receive payments, you may also delete it. To do this, login to your Payee Portal and follow the steps ...

  • Joanna created an article,

    How do I disable a Payee?

    Only the Velo backoffice team can disable a Payee’s Velo account. When a Payee’s account is disabled, it removes the Payee’s ability to use the Payee Portal, receive payments, receive notifications...

  • Joanna created an article,

    I mistakenly declined an invitation from a company, how can I accept the invitation?

    If you mistakenly decline an invitation from a Payor, don't worry. You can login to your account to correct your invitation status. To update your invitation status follow the steps below. Log in ...

  • Joanna created an article,

    What do the payment statuses mean?

    Payment Status Definitions Submitted: Your Payor has created a payment instruction to be sent to you Awaiting Confirmation: Your payment has been sent. The payment will remain in this status until...

  • Joanna created an article,

    Can I edit my account type?

    Your profile will already be set up as an Individual or a Company when you receive an invitation to onboard the system. If you are receiving payments as an Individual, you will need to enter your S...