# Managing Your Credit and Balance Alerts

This guide explains how to monitor your account balance, set up alerts, and manage top-ups for both Postpaid and Pay-As-You-Go (PAYG) customers.

### For Customers with a credit limit

#### Viewing Your Credit Limit

1. Log in to app.bird.com as a user with an organization-level role
2. On the home page, you'll see a balance widget displaying your available balance and remaining credit limit\
   ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FpDidYUfvUtsG2Mt6h06e%2Fimage.png?alt=media\&token=b336dc98-43d8-4bda-9886-d82a8ef4dc16)
3. The widget uses color coding to indicate your credit status:
   * **Green**: Above 30% credit remaining
   * **Yellow**: Between 30-20% remaining
   * **Orange:** Between 20-10% remaining
   * Red: Below 10% remaining
   * A banner appears if you've run out of credit

#### Setting Up Balance Alerts

If the bell icon on the widget appears red, it means no one in your organization is subscribed to balance alerts.\
![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FjYn0u5jtP84ow4FZnSSN%2Fimage.png?alt=media\&token=cdc0e6fb-a790-46a8-ba44-d9cd32beb366)

**To subscribe to alerts:**

1. Click the bell icon in the balance widget
2. Add one or more email recipients (email and then name). You can use distribution lists like <finance@acme.com>)\
   ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FQEq8yIzp1ULczUbyduSb%2Fimage.png?alt=media\&token=01af6a5e-d0e9-409f-a83c-24a8b5ab2dd8)
3. Recipients will automatically receive email alerts when your credit limit reaches 30% remaining

This ensures your finance team or relevant stakeholders stay informed about your account status before you run low on credit.

### For Pay-As-You-Go (PAYG) Customers

#### Viewing Your Balance

The balance widget shows your remaining prepaid balance until the next top-up is needed.&#x20;

![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2Fb8f0KTEKKbYjR9ityYHQ%2Fimage.png?alt=media\&token=88f8827d-1462-4403-b4eb-d794e4380cd7)

### Setting Up Balance Alerts

If the bell icon on the widget appears red, it means no one in your organization is subscribed to balance alerts.<br>

**To subscribe to alerts:**

1. Click the bell icon in the balance widget
2. Add one or more email recipients (you can use distribution lists like <finance@acme.com>)
3. Recipients will automatically receive email alerts when you reach €10 remaining in your wallet

This ensures your finance team or relevant stakeholders stay informed about your account status before you run low on credit.

### Top-up and Auto Refill

#### Top Up

If you need to add additional funds to your wallet you can add balance using a credit card. This applies to both customers with and without a credit limit:

1. Click the "Top up wallet" button
2. Complete the payment flow
   1. Add funds to your account\
      ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FeD3Odcc5plDcS2oadTY1%2Fimage.png?alt=media\&token=07d31aca-c81f-4577-9c9a-e91cdad8ac5f)
   2. Complete billing information\
      ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FWmai1BkopAUDVixOumid%2Fimage.png?alt=media\&token=16582041-1a31-49f3-8a32-9bdc9b175483)
   3. During payment, select "Remember payment details for future purposes" to save your card for auto-refill\
      ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FlTrPvSJJjurWaF1zR93H%2Fimage.png?alt=media\&token=dab89c95-825f-4b19-a329-44777e6d11a2)

#### **Configuring Auto-Refill:**

Auto-refill will automatically top-up your wallet when it falls below a configured threshold using a credit card.

1. Click "Manage wallet"
2. Select "Edit wallet"\
   ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FCC9Xnv8BdFBWqabaTjSg%2Fimage.png?alt=media\&token=81ce4304-3df6-4378-94b3-e8e1abfa9a29)
3. Navigate to "Auto-refill"
4. Configure the following:
   * **Balance threshold**: The amount at which auto-refill triggers
   * **Top-up amount**: How much to add when auto-refill activates
   * **Payment method**: Select your previously saved card\
     ![](https://3861485111-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU9kiDiTGVD8kkbnKKyEn%2Fuploads%2FSluFDOAc11jPYsUG5TNJ%2Fimage.png?alt=media\&token=b0651a63-a1d9-46da-9850-e9e3af9b07b2)
5. Click Save

{% hint style="warning" %}
**Important considerations when setting auto-refill:**
{% endhint %}

* Set your threshold and top-up amount high enough to avoid running out of balance between auto-refills, especially if you have high spending volumes
* Avoid triggering excessive card transactions by choosing appropriate amounts
* Ensure your payment card has sufficient balance and transaction limits to handle the top-up amounts