Transaction & Payment History

🔍 1. Locating Past Transactions, Receipts, and History

All of your historical billing documents are stored in the Billing History section of your account, where they can be downloaded as PDF files for your records or tax reconciliation.

Accessing Your Documents

1. Go to Settings in the left sidebar, then select Account & Billing.
2. Navigate to the Billing History tab.
3. Find the transaction for the specific date you need.
4. Click the Download PDF link next to the transaction to get the official document.

✅ 2. Transaction Reconciliation and Filtering

Use the filtering options in the Billing History dashboard to quickly reconcile transactions against your bank statements or accounting software.

Reconciliation Tips

• Use the date range filter to match transactions to a specific fiscal period.
• Filter by status (e.g., Paid, Refunded, Failed) to identify necessary follow-up actions.
• Every transaction includes a unique ID that matches the record in your payment processor (Stripe, PayPal, etc.).

🛠️ 3. Troubleshooting Failed Payments

A failed payment is usually due to an expired card, an incorrect billing address, or insufficient funds. To resolve this immediately:

Resolution Steps

1. Update Payment Method: Go to the Settings page (in the main sidebar) to update your card details.
2. Retry Payment: Once updated, navigate back to Billing History and click the "Retry Payment" button next to the failed transaction.
3. Contact Support: If the payment continues to fail, please contact our support team immediately for manual processing or deeper investigation.

🔒 4. 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: Accounts with prolonged payment failures may be temporarily suspended. Always update your payment method promptly to maintain service continuity.

📁 5. 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.