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

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.

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 [email protected])

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.

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.

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 [email protected])

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

   2. Complete billing information

   3. During payment, select "Remember payment details for future purposes" to save your card for auto-refill

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"

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

5. Click Save

Important considerations when setting auto-refill:

• 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