Organization Payment Methods Are Here

Hi there,

Organizations in Velocity can now hold their own payment methods, completing the centralized billing story we started with organization balances.

Payment methods at the organization level

The organization detail page has a new Payment Methods section for saving cards and bank accounts. A Customers can use this organization's payment methods checkbox controls whether member customers can pay with them. It's on by default, and you can turn it off any time to keep the organization's methods restricted to org-level payments.

Use them everywhere

Members of the organization see the organization's payment methods alongside their own at checkout, in Velocity and on the storefront. Manual payments can charge an organization method directly to add funds to the org's balance. And the organization's Pay for Terms Orders flow now supports charging a credit card, saved or new, alongside balance and offline payments. Refunds, payment lists, and reports all support organization payments end to end.

Zapier v1.14.0

New actions for attachments (Find, Create) and invoicing settings (Find, Set, and Disable, for both customers and organizations), plus a debit_source field on the Order Transaction resource.

You can see every release in the Velocity Enterprise Changelog.