Joanna

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  • How do I assign payments to a different Payment Method?

    If you have already created Payment Methods and wish to update where payments are sent from a Payor, login to your Payee Portal and follow the steps below. Select Payors from the side navigation S...

  • How do I add Payees to my account?

    There are three different ways to add Payees to the system: A single payee Batch upload via CSV file Via the API   Add a Single Payee To create a Single Payee to the system: Login to the Payor P...

  • How do I fund my account by wire?

      Wire funding is available to fund payment instructions one business day after it is received. To note: In order to fund for next day payments, your funding wire must be received by 9:30 AM PT, or...

  • How do I fund my Payor balance?

    To make payments, funds must be available in an amount that is greater than or equal to the payment(s) being instructed. The terms fund and funding refer to the transfer of funds from the Payor’s f...

  • What do Payee statuses mean?

    Because Velo requires Payees to onboard by filling out their complete personal profile information and provide a Payment Method preference, we’ve developed a dashboard to provide a quick view into ...

  • What do payment statuses mean?

    Payment Status Definitions Submitted: Payment has been created and received Rejected: Payment has not passed Payee Validation for one or more of the following issues: Incorrect Remote ID Payee No...

  • Velo Terms and Definitions

    Throughout FAQs and the Velo Platform the following terms are used:   Payor: The individual or company sending payments Payee: The individual or company receiving payments Payment: An amount of mon...

  • 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...

  • 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...

  • 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 ...