Returned payments process

When a payment to a worker fails it’s usually due to bad bank account information. When this happens Everee will immediately email the worker and ask them to update their bank account information.

Here’s a sample of that message to workers: 

We attempted to make a payment to you on [Date]. Unfortunately, we were not able to because of an error on either your account number or routing number to your financial institution.

How to fix the error:

1. 1. 1. On the home page find the direct deposit section.
      2. Select "Edit direct deposit". 
      3. A screen will appear showing your "Primary" account. If you have multiple bank accounts, you will also see "Rule 1", "Rule 2", etc.
      4. Click on an account and reenter the account number and/or routing number.
      5. Click "Save".
      6. If you have multiple bank accounts, do this for each account (Primary, Rule 1, etc.).
      7. Then close the account screen by clicking the "X" in the top right.

Note: Do not add another account to fix the error. You need to update the existing accounts and save them. Any additional accounts marked with Rule 1, Rule 2, etc. can be deleted but primary accounts cannot be deleted, only edited.

Once the issues are fixed, there’s no need for further action. The system will automatically run the payments the next business day after the account errors have been resolved.

We will also indicate which account needs to be updated so the worker can make the necessary change.

If necessary, Everee will also message the account admin to indicate there are some failing payments. Here is a sample of the admin message: 

We attempted to make a payment on [date]. Unfortunately, some of your workers’ payments were returned due to an account number or routing number error with their financial institution.

To fix this issue, sign in to your company's account to view the workers that need to correct their information. These can be found at the top of the Payments page or in the reports section under "Returned payments."

Please have the workers update their account information, or you can do it for them if you have the correct info. Once the issues are fixed, there’s no need for further action. The system will automatically run the payments the next business day after the account errors have been resolved.

Note: there is a chance the worker updates their account before Everee sends this message to the admin. If so, we won’t bother sending anything to the admin because it’s unnecessary. 

At any point, the admin can log into Everee and see on the Payments page that there are failed payments

And click to view which workers have failed payments

And as an admin you can always update the bank account details on behalf of the worker.