Joanna

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Activity overview

Latest activity by Joanna
  • 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, Master Admin and Admin users may login and follow the steps below. Click Repo...

  • 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 accidentally declined an invitation from a company I work for. What should I do?

    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. Login t...

  • 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...

  • Joanna created an article,

    What do I need to do if my payment was returned?

    In almost all cases, payments returned to Velo by the bank are due to issues with the account number provided in the Payment Method. When a payment is returned, the following things happen behind t...

  • Joanna created an article,

    Why can't I update a Payee's information?

    Velo believes in a beneficiary directed payments platform service. This means, after a Payee has onboarded, only they have access to edit their account information. Payees are the only ones (apart ...

  • Joanna created an article,

    How do I set up a low balance notification?

    You may set up funding notifications to be sent to your primary contact with Velo when your Payor balance falls below your defined minimum balance. To set up a low balance notice: Click Source Acc...