Step 1 In the Invoices tab locate and select the invoices using the checkbox to the left of the invoice numbers you would like to view in PDF. Step 2 Click on the PDF button to generate a single PDF document containing all selected invoices. Step 3 Once the PDF has been generated it can be downloaded by clicking on the “download” link in the green “Your PDF is ready to download” banner.
VersaPay can help you automate your processes further using our API for PayPort. You can integrate with our API to support and manage your transactions and pre-authorized debit agreements. More information on the functionality and configurations of our API can be found at developers.versapay.com
Step 1 First you will have to create the batch file – visit the “How do I create a batch file?” page to learn how. Step 2 To upload the file you’ve created, click on the “Transactions” tab and click the “Upload a batch file of transactions” option. This option can also be found within the “Quick Links” panel on the dashboard. Step 3 Select the file you previously created and saved by clicking the “Choose File” button and locating the file. Step 4 Once you have selected the file you would like to upload, choose the funding source that you would like to fund the transactions. The fund source selector will default to your primary funding source, so be certain to check that this is the correct fund source for the file you’re uploading. Step 5 Once you have selected the funding source and selected the file, click the Read More
Step 1 To create a batch file, start by opening an Excel file with the following column names. Column Name Requirements Column Description first_name* required Transaction partner: first name middle_name optional Transaction partner: middle name last_name* required Transaction partner: last name business_name optional Transaction partner: business name institution_number* required Transaction partner: institution number branch_number* required Transaction partner: branch number account_number* required Transaction partner: account number transaction_type* required Action required, either direct_debit or direct_credit amount_in_cents* required Amounts of funds to be transferred in cents transaction_reference optional Note for your internal reference memo optional If populated, this information will show on the recipient’s bank statement as the description for the transaction Step 2 Once the information has been entered into the spreadsheet, save the file as a .CSV (also known as Comma delimited). Common Batch File Questions Optional Columns: These columns can be left blank if needed because they are not required Read More
Step 1 Click on your business name at the top right hand corner of the page to open the settings menu. Select the “Funding Sources” option. Step 2 To add a bank account, click on the “Add Bank Account” button. Step 3 Enter the bank account information in the fields provided and flag the check box to indicate that you have read and agreed to VersaPay’s Pre-Authorized Debit Agreement. When you are ready to save the bank account, click the “Add Bank Account” button. Step 4 A confirmation page will appear where you can review the banking information first for correctness. If you would like to make changes to the information, click the “Go Back” link. Once you have confirmed that the details are correct, click the “Confirm Bank Account” button. Step 5 You will see a banner at the top of the page confirming that your bank account has Read More
Step 1 Within 2-3 business days of adding the bank account, a micro credit/debit from VersaPay will appear on your bank statement. Step 2 You will also receive an email reminder from VersaPay to verify your bank account. Clicking on the “Verify my Bank Account” button will redirect you to VersaPay where you can login to your account to continue. Step 3 You can also verify the bank account by logging into VersaPay and going to the “Funding Source” section. Click the “>” symbol next to the bank account to view it and then click the “Verify” button. Step 4 Enter the amount of the micro transaction that you observed in your bank account in the field provided and click the “Verify Bank Account” button. Step 5 You will be redirected to the dashboard and a confirmation banner will display at the top of the page stating that the bank Read More
Transaction Delivery Timing Funding delay has been implemented by VersaPay and applies to all transactions. A funding delay means that the transaction will not complete for a set number of business days. The fund sender’s account is debited when the transaction is initiated and the credit to the fund receiver is held until the duration of the funding delay has lapsed. VersaPay initiates a file transfer to the banks three times a day; once in the morning, once in the afternoon, and once in the evening. The file transfer times are as follows: 5:30am PST / 8:30am EST 10:00am PST / 1:00pm EST 4:00pm PST / 7:00pm EST The standard funding delay on all accounts is 4 days. If you pre-fund your VersaPay balance and are sending funds from the balance, your funding delay is reduced to 2 business days. The timing for a transaction to complete its lifecycle can Read More
To review the history of any transaction, click on the Transactions tab. Here you will find a list of all the transactions processed through your account. There are filters you can use to refine your search for a specific transaction if needed. Clicking on the token number, the unique identifier assigned to transactions, will display the history for that transaction. The transaction history will provide the following information: Transaction initiation date Current status of the transaction Each transaction step and respective timeline Note: Transactions funded by bank accounts may take up to 4 business days to process and complete. The following chart outlines the various transaction statuses and what they mean:
Step 1 Click on your account name in the top right corner of your profile to open the settings menu. Select the “Name and Address” option. Step 2 Click the “Edit Notification Settings” link to open the email notifications settings. Step 3 Select the preferred language for your email notifications from the drop down menu of options provided and click the “Save” button. Step 4 The page will refresh and a confirmation banner will appear at the top with the message “Your account settings have been updated successfully.”
Step 1 Click on your account name in the top right corner of your profile to open the settings menu. Select the “Profile” option. Step 2 Under the “Language Settings” section at the bottom of the page, select the preferred language for the user interface from the drop-down menu of options provided and click the “Update” button to save the changes.