The Velocity API now has public reference documentation. The endpoints that power the Zapier integration are also available as a REST API you can build against directly, and every endpoint is now documented with request and response schemas and live examples. Start with the Velocity API guide in the help center, or jump straight to the full API reference.

The customer detail page has a new Sales Reps section that shows who is connected to an account and why. A rep can be linked through one or more Programs via a Territory Mapping, a Customer Ownership, or a Commission Override. A summary at the top tallies how many reps are assigned and how many Programs they cover. The view is read-only, so assignments are still changed in Commission Settings and your territory maps. Learn more

Organizations now support custom fields, matching the custom fields already available on customers. Configure them under Velocity Settings > Organizations, then fill them in on the Organization Profile page of any organization. Learn more

Organizations now have an Attachments section, using the same New Attachment modal as customers and orders. Save files or links with an optional description directly on an organization.

The Zapier app now supports organization custom fields and organization attachments. Learn more

Organizations can now hold their own payment methods. The organization detail page has a new Payment Methods section for saving cards and bank accounts at the organization level, with a Customers can use this organization's payment methods checkbox controlling whether member customers can pay with them.

Organization payment methods are supported across the platform:

Learn more

The customer Pay for Terms Orders page has been redesigned to match the organization-level flow, giving both pages the same layout and payment options.

New actions for attachments and invoicing settings:

The Order Transaction resource also gained a debit_source field. Learn more

Attachments now support URLs in addition to files. Both customer and order attachment blocks have a refreshed New Attachment modal with separate File and Link tabs. Each attachment also accepts an optional Description, useful for noting what the file or link is for. Learn more

Added a new Sales Reps report under Reports. Includes Name, Email, Identifier, Sales Teams, and Custom Fields as available columns.

The Organizations list now shows a count of member customers next to each organization's name. The same value is available on the organizations API endpoint as customers_count.

Organizations now act as a billing layer, not just an invoicing one. An organization carries its own balance, separate from the rolled-up balance of its member customers. You can record offline payments and balance reductions on the organization directly, and use the organization's balance to pay down terms orders for any member customer in one step. Learn more

The Invoicing section on an organization has a new Payments menu with three actions: Record Payment…, Reduce Balance…, and Pay for Terms Orders. The bulk terms payment flow mirrors the customer-level one and lets you settle outstanding terms orders for every member customer in a single submission, drawing from either the organization's balance or a new offline payment. Learn more

When paying a terms order for a customer that belongs to an organization, the Payment action now offers a choice between Use the customer's balance and Use the organization's balance. Each option shows the available balance inline.

The Invoicing section on the organization detail page now shows three balance cards: Organization Balance, Customer Balance, and Amount Invoiced. The transactions ledger underneath supports the new cross-account entries with Is Organization and Is Capital columns. Capital balance, previously a separate card, is now surfaced through the Is Capital column in the ledger.

No changes to existing API or Zapier payloads.

Territory Alignments have been renamed to Sales Teams, and Categories have been renamed to Programs across the application. The rename is in the sidebar navigation, page titles, breadcrumbs, table headers, and supporting copy. Underlying data and API payloads are unchanged, so existing Zapier and API integrations continue to work without changes.

Alongside the rename, the Sales Teams list page and Sales Team detail page have been redesigned for clearer structure and easier navigation. Learn more

The Order notes field at checkout has been renamed to Customer notes for consistency with how the notes appear on the customer record.

The dedicated terms refunds flow has been removed in favor of the standard refund flow. Refunds on terms orders continue to work through the regular Refund action on the order.

Velocity now explicitly tracks which user created an order, ensuring accurate attribution on the order record going forward.

The Invoicing Settings button has been moved into the invoicing summary row on the customer and organization Invoicing pages, alongside the terms and credit limit summary.

Added a Reply-To email address setting under Velocity Settings > General. When customers reply to transactional emails sent by Velocity, replies are now directed to the address you configure.

Creating a new customer has been moved from a modal to a dedicated page, mirroring the structure of the customer detail view for consistency. The new page also includes a Create more checkbox, so you can submit and immediately start creating another customer without leaving the flow. Learn more

The Commission Overrides and Customer Ownership pages have been combined into a single Commission Settings page on the customer detail view. Overrides are now added explicitly per program with an Add Override button. Learn more

Significantly expanded Zapier coverage with four new sets of endpoints:

These are available now in the Velocity Zapier app for use in custom workflows.

You can now pull external orders into Velocity, allowing you to manage orders from other channels or unique sources. External orders are currently supported via the Zapier integration with a new Create External Order action.

New actions and fields have been added:

You can now view and manage rep ownerships directly from the customer detail page, with full API support for assigning and updating ownerships.

You can now view a customer's complete store credit history directly in Velocity. The new Store Credit page shows all adjustments, and you can update store credit balances through the customer record.

New triggers and webhooks have been added:

You can now manage Stripe payment disputes directly in Velocity -- including creating and tracking dispute sessions without leaving the platform.

Added an Active / Inactive filter to the Users list for easier account management.

Improved the clarity and consistency of shipping rate error messages.

Velocity now supports Zapier automation. You can connect Velocity to your other business tools and trigger workflows such as Customer Approved or Order Created events.

Improved synchronization accuracy and validation to reduce errors and ensure more consistent posted dates for payments.

Added Customer Portal links to order receipts and invoices, giving customers one-click access to their order and payment details.

Introduced bulk commission override management, allowing administrators to update rep commissions across multiple customers quickly.

Customer notes are now included in order receipts and packing slips.

Customer addresses are now synced with BigCommerce.

Velocity payouts can now be reported to QuickBooks Online.

Users can now reverse terms forgiveness transactions.

A new business analytics dashboard has been added to the Velocity suite. The dashboard is customizable upon request and can be under Reports > Dashboard

QuickBooks Online integration fields are now configurable within Velocity. Navigate to Velocity Settings > Integration Settings > QuickBooks Online to configure them.

The QuickBooks integration can now be enabled by admins with the new Log in to QuickBooks button.

Additionally, document prefixes are now configurable upon request.