Joanna

  • Total activity 106
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 53

Articles

Recent activity by Joanna Recent activity Votes
  • How do I instruct a Payout?

    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 - m...

  • How do I view Payout details?

    Payors have the ability to track Payouts by viewing date and time it was created, submitted, and when payments are confirmed. This can be seen by drilling down into the details of a Payout by loggi...

  • What do Payout statuses mean?

    Payout Status Definitions Submitted: Payout has been created and received Rejected: Payments within Payout have not passed Payee Validations for one or more of the following issues: Incorrect Re...

  • What is a Payout?

    In the simplest terms, a Payout is a group of payments instructions. These are grouped payment instructions to be sent out to Payees. Payments are only created in the system until the Payout is ins...

  • 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...

  • How do I delete a Payee?

    Master Admin and Admin users have the ability to delete Payee accounts in Invited and Registered status. After a Payee has been deleted, the associated Remote ID may be reissued and reassigned to a...

  • How do I search for a Payee?

    To view your Payees in the system, login to the Payor Portal and: Click Payees from the side navigation Select the drop-down arrow on the Filter bar Users may filter on the following fields: Paye...

  • 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...

  • How do I fund my account by direct deposit?

    To fund your account manually or automatically via direct deposit, login to the Payor Portal.    Manual, One Time Funding For manual one-time funding: Click Source Accounts from the side navigatio...

  • Where do I find my Funding Reference ID?

    A Funding Reference ID is a Payor’s unique 8-character identifier. When sending wire instructions, include only the funding reference ID in the memo field for funds to automatically allocate to you...