Sending payments with Veem is one of our core products. This article will walk you through exactly how to send payments from the Veem dashboard, this will include international and ACH payments.
Step 1: Please Log in to your Veem account.
Step 2: From your Dashboard, click on the "Send Payment" button on the left side.
Step 3: Then, start by entering the recipient's email address. If they already have a Veem account, their contact information will populate automatically.
If the recipient does not have a Veem account, add their primary email and country.
Additionally, if you have your customer's business, contact, and banking information, you can create a contact (add a new contact). This can help streamline your payments and make processing faster for both sides.
Note: If the receiver is not on Veem, you'll need to add them as a new contact.
Step 4: If the recipient doesn't have a Veem account, Veem will provide the client option to either:
- Send to users' email. To receive their funds, the recipient will need to complete the account setup process and include their banking details.
- Enter the recipient's banking details. The sender can add their recipient's details for them, and they can receive their funds straight to their bank account claimless/Pay direct.
- For more information on Claimless/Pay Direct Payments, see the Claimless/Pay Direct Payments help article.
- Send a check. You can make this contact a check contact and send their money via check.
- For more information on Veem Checks, see the How to send checks/add a check contact with Veem.
- Note: This option is available for clients located in the US only.
Step 5: On the next page, please fill in the payment details:
- The amount you're sending
- The receiving currency
- The available options for the receiving currency are dependent on the receiver's location.
- Date of the payment
- Purpose of payment
- Purpose of payment description
- A detailed description of the purpose of the payment
Step 6: You can opt to include any additional information for the payment, i.e., the Invoice number, if you need to CC anyone or add any notes you'd like to add for the receiver by clicking "Additional Information".
Step 7: Once all the details are included, please click the "Review" button to review the payment and finally click "Submit Payment."
That's it! The payment has been initiated! Your receiver will be notified to accept the payment and receive the funds.