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:
- Navigate to the HOME page
- Click the ellipse to the right of Source Accounts 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.