Billing Settings & Account Details

💳 1. Update Credit Card or Payment Method

You can securely update your payment method directly within your account settings. This is crucial to avoid service interruption, especially if a card is expiring.

Step-by-Step Payment Update

1. Go to Settings > Account & Billing > Payment Methods.
2. Click "Add New Card" and enter the new card details.
3. Once added, select the new card and choose "Set as Default" to apply it to your subscription.

🔗 2. Edit Payment Link

Follow this guide to learn how to modify existing payment links and adjust their settings.

⬆️ 3. Managing Subscription Plans

You can change your subscription plan (upgrade or downgrade) directly from your Billing Settings page. Downgrades typically take effect at the end of the current billing cycle.

Changing Your Plan

1. Navigate to Settings > Account & Billing > Subscription tab.
2. Review available plans and click "Change Plan" next to your desired option.
3. A confirmation dialog will show the prorated charge or credit. Confirm the change.

👤 4. Update Billing Contact and Address

Ensure the primary billing contact and physical address are current for accurate invoice generation and tax compliance.

Contact Information Steps

• Go to Settings > Account & Billing > Billing Information.
• Update the Billing Name and Billing Email.
• Edit the Billing Address to match the address linked to your payment method.
• Click Save Changes at the bottom of the section.

🧾 5. Adding Tax ID or VAT Number to Invoices

Adding your Tax ID or VAT number ensures proper documentation on all official invoices generated by Velocity360 for your business records and tax purposes.

Tax ID Configuration

1. Go to Settings > Account & Billing > Billing Information.
2. Find the fields labeled "Legal Business Name" and "Tax ID / VAT Number".
3. Enter your valid ID number and click Save Changes.

🔔 6. Configure Payment Reminders

Payment reminders can be configured to notify both internal users and external billing contacts before a due date, on the due date, or after a payment failure. Use the guide below to set up your specific notification schedules.