Hi there,

We've shipped a major upgrade to how organizations handle money in Velocity. Organizations now act as a billing layer, not just an invoicing one.
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Organizations carry their own balance
The org Invoicing page now shows three cards: Organization Balance, Customer Balance, and Amount Invoiced. Record offline payments and balance reductions directly on the organization, and the funds land on the Organization Balance until you spend them.
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Pay terms orders from the organization
The Payments menu on the org Invoicing page now includes Pay for Terms Orders, which lets you settle outstanding terms orders across every member customer in a single submission. When paying a terms order one at a time, the Payment action now offers a choice between the customer's balance and the organization's balance.
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Refreshed invoicing ledger
The transactions table picked up Is Organization and Is Capital columns, so cross-account entries and capital terms are clearly distinguishable. Capital balance is no longer a separate card; it's flagged inline in the ledger.
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No changes to existing API or Zapier payloads, so any automations you've built continue to work without modification.
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You can see every release in the Velocity Enterprise Changelog.

Hi there,

We've shipped a major update to how Sales Teams and Programs work in Velocity.

Renamed: Sales Teams and Programs

Territory Alignments are now Sales Teams, and Categories are now Programs. The rename is reflected throughout the app, from the navigation to page titles to in-app copy. Your existing data, API payloads, and Zapier integrations continue to work unchanged.

Redesigned Sales Team pages

The Sales Teams list page has been redesigned to match the rest of the app, with a clearer header and New Sales Team button. The detail page now has a left sidebar separating Hierarchy from Territories, so it's easier to see your team structure at a glance and jump straight to managing territory assignments.

Smaller wins

The Order notes field at checkout has been renamed to Customer notes for consistency, and the dedicated terms refunds flow has been folded into the standard refund flow.

You can see every release in the Velocity Enterprise Changelog.

Hi there,

We’ve released a few improvements to make customer setup and commission management smoother in Velocity.

New Customer Onboarding page
Customer onboarding now has its own dedicated page, making it easier for reps to create multiple customers in a row. The new Create more button lets reps submit one customer and immediately start the next.

Updated Commission Settings
Commission Overrides and Customer Ownerships now live together on the Commission Settings page, so you can manage both in one place without switching between pages.

Zapier support for Ownerships and Overrides
Zaps can now automatically create Customer Ownerships and Customer Overrides, helping keep Velocity aligned with changes in your CRM.

You can see every release in the Velocity Enterprise Changelog.