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Activity overview

Latest activity by Joanna
  • Joanna created an article,

    Where do I find my Security Challenge Code?

    The Security Challenge Code is a secret code between you and the company you work for. It will be used to verify your identity during account setup. Velo is unable to provide this code to you. Pay...

  • Joanna created an article,

    How do I update my Payment Method?

    You may update your preferred method of payment at any time. However, if a payment has already been instructed to you, the destination cannot be rerouted.  If you have more than one Payment Method ...

  • Joanna created an article,

    How do I set up my Payee account?

    To begin receiving payments, you must first set up your account. The company you work for will send you an email invitation containing a link to get started. Velo will not send an invitation to you...

  • Joanna created an article,

    Managing Payor User Profiles

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

  • 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 log in and follow the steps below. Click Reports from the sid...

  • 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, log in to the Payee Portal and follow the steps ...

  • Joanna created an article,

    How do I disable a Payee?

    Only the Velo back office 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 notification...

  • Joanna created an article,

    What do the payment statuses mean?

    Payment Status Definitions Submitted: The company you work for created a payment instruction to be sent to you. Awaiting Confirmation: Your payment was sent. The payment will remain in this sta...

  • 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...