You may set up funding notifications to be sent to your primary contact with Velo when your Payor balance falls below your defined minimum balance.
To set up a low balance notice:
- Click Source Accounts from the side navigation
- Select the source account funds will be pulled from and a flyout page will appear
- Under the Low Balance Notification tab, click Edit
- Toggle notification to On
- Define a Minimum balance
- Click Save
When your Payor balance falls below your defined Minimum balance, an email notification will be triggered to your primary contact on record with Velo.