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Velocity360: Billing & Financial Management

Billing & Financial Management

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

๐Ÿ’ฐ 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.

๐Ÿ’ธ 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.

๐Ÿ”’ 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.

๐Ÿ“ 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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