In order for Veem to stay compliant, ensure proper KYC (know your customer), and keep ourselves and all of our customers' accounts safe, we do have to ask for certain information before we can process a payment. This information is requested when clients create accounts and when they complete payments as guests.
To pay for an invoice/payment request through our Veem Guest Pay feature, please see this video or follow the steps below:
Step 1: An email that resembles the screenshot below will be delivered to your inbox with the invoice attached. This email will display the amount, company name, due date, and other helpful invoice details.
Step 2: Click "Pay invoice as a guest."
Step 3: You will now see additional details regarding the invoice. To continue the Guest Pay process, please click the button labeled "Pay As Guest."
Step 4: As a Guest, you can pay either with any of the following:
- Bank account (connect the bank through Plaid or add the bank details manually)- this is free.
- Debit/Credit card with a fee of 3.5%
Please note that payment options may vary depending on the country you are located in.
Step 5: Once you've chosen and entered your funding details, you will be asked to select whether you are an individual or a business and then enter some basic account information like...
- Country of business/Individual
- Business Type (For Business accounts)
- Name
- Phone Number
- Address
- Business or Individual Tax ID number
Step 6: Once you've entered your details, you will then be prompted to review the invoice details in full. If everything looks satisfactory, you can go ahead and click "Submit Payment."
That's it, you're all set!
If you plan on paying more invoices through Veem, we highly recommend creating an account with us at this stage! This will prevent you from having to re-enter your information again for future invoices and will allow you access to amazing features like end-to-end payment tracking, approvals, users, and accounting integrations!
All you have to do is create a password on this last page. The next time you pay an invoice, log in, and you'll be good to go.
Still need help? You can chat or call our Customer Success team here.