Payments & Invoices
Find detailed guides for all of Velocity360's billing, invoicing, and payment processing features.
Payments & Billing Feature Guides
Invoices
Create, send, track, and customize one-off or recurring client invoices.
Estimates
Learn how to draft professional sales quotes and convert accepted estimates into invoices.
Integrations
Connect your Stripe, PayPal, or other third-party payment gateways for processing.
Taxes
Setup sales tax rates, apply VAT/GST, and ensure your invoices meet regional compliance.
Coupons
Create and manage fixed amount or percentage-based promo codes for your products and links.
Products
Define products/services and create quick, shareable payment links for immediate sales.
Transactions
How to access transaction records, download receipts, and resolve payment failures/suspensions.
Documents & Contracts
Integrating automated billing schedules with signed digital contracts and legal documents.
Settings
Update payment methods, manage subscription plans, and submit tax ID information.
Step by Step Adding documents to Velocity 360
A comprehensive guide on uploading, managing, and linking your essential documents within the platform.
Step by Step Connecting Payment to Velocity 360
A walkthrough guide for setting up and linking your primary payment gateway to the platform.