VeloConnect — Guide

Topping up your wallet

VeloConnect uses a single shared wallet per company. Every message you send, every minute on a call, every phone number you rent comes out of the same balance. Top it up once, the whole team can work against it.

Wallet and transactions screen
Fig. 1 — The Transactions screen. Top-ups, usage charges, and refunds all show up here.

How the wallet works

  • One balance per company. Not per user, not per channel.
  • Top up in your preferred currency — you pay once, we hold the balance, every usage charge comes out of it.
  • Charges happen in real time. Send a message and the cost is deducted on delivery, not at the end of the month.
  • Below zero is blocked. If a charge would take you under your floor (default 0, configurable per company), the action fails with a clear error rather than running up a debt.

The flat monthly fee (if you’re on a paid tier) is charged separately — see Pricing and your rate card.


Adding funds

  1. Click the Wallet balance card on the dashboard, or go to Settings → Billing → Top up.
  2. Pick an amount. Suggested values reflect typical 1-week and 1-month usage for your account.
  3. Pick a payment method:
  • Card — Visa, Mastercard, or any other 3-D Secure card. Funds clear instantly.
  • Bank transfer — slower (1–3 business days). Useful for larger top-ups your finance team prefers to wire.
  • Saved card — if you’ve topped up before with a card, it’s saved here for one-click reuse.
  1. Confirm and pay.

Once funds clear, the wallet card updates and a confirmation row appears in Transactions.


Auto top-up

Set this once and you never run dry. Open Settings → Billing → Auto top-up:

  • When the balance falls below — your floor (e.g. €100).
  • Add this much — the top-up amount (e.g. €500).
  • From this card — pick a saved card.

The first time auto top-up fires, we send the billing email a confirmation. After that, it runs quietly — you’ll see the top-up row in Transactions like any other.

You can pause auto top-up from the same screen without deleting the rules.


Low-balance alerts

Whether or not you use auto top-up, VeloConnect emails the billing address when the wallet crosses these thresholds:

  • Warning — about a week of usage left at your recent rate.
  • Critical — under 24 hours of usage left.

The dashboard card turns amber and then red at the same thresholds. Set the thresholds in Settings → Billing → Alerts.


Where you’ll see usage charges

Every charge has its own row in the Transactions list. For messaging and voice, the row shows:

  • Date and time
  • Channel (SMS, WhatsApp, voice, etc.)
  • Destination country
  • Quantity (messages, minutes)
  • Cost
  • Campaign or contact ID, if the charge came from a specific outreach

You can export the list to CSV for any date range — see Transactions and invoices.


Refunds

We refund a charge if the underlying message failed for a reason that’s on our side (e.g. a carrier outage that delivered a “0 of N” status). Refunds appear as a positive entry in Transactions, tagged Refund, with a reference to the original failed charge.

If you think a charge should have been refunded but wasn’t, email [email protected] with the transaction ID — we’ll look at it.


A practical note

For the first month, top up small and watch the burn rate. Most teams under-estimate WhatsApp template message costs and over-estimate plain SMS costs. The dashboard’s Today’s volume card tells you what you’re actually spending after a day or two — adjust your top-up cadence from there.


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