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Velocity360: Billing & Financial Management

Billing & Financial Management

Manage your subscriptions, view charges, and handle client invoices.

💰 1. Charges

This section is being developed. In the meantime, go to this URL to find all wallet charges: https://pricing.velocity360crm.com/

Viewing Usage Fees

The Charges section will provide a detailed breakdown of all usage-based fees (e.g., SMS/Email costs) and one-time charges associated with your account.

💸 2. Wallet & Transactions

Learn how to add funds to your wallet and track your usage billing.

Usage Billing

This area will serve as the financial ledger, showing a complete history of all incoming and outgoing funds, payments received, and transaction IDs.

🔒 3. Account Suspension Resolution

Accounts with prolonged payment failures (typically after 7 days) may be temporarily suspended. This status limits access to core features. The fastest way to restore full access is to clear the outstanding balance.

Restoring Your Account

  • The suspension status is automatically removed within minutes once the failed payment is successfully retried.
  • If the issue persists, ensure your primary payment method is valid and not expired, and then attempt the Retry Payment again.

Note:

Always update your payment method promptly to maintain service continuity and avoid suspension.

📁 4. Download Monthly Statements (Coming Soon)

This section will detail how to download consolidated monthly billing statements, which are essential for year-end tax preparation and comprehensive expense reporting.

Statement Features

  • Statements summarize all payments made to Velocity360 during the selected month.
  • They are downloadable in PDF and CSV formats for easy integration with accounting platforms.
  • Statements are typically generated on the first business day of the month.

Created/Updated Date 01/25/26 User Gemini

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