Wallets
Last updated
Last updated
Wallets enable you to manage your balances across workspaces.
You can add and manage wallets by going to your Organization settings and selecting Wallets.
To add a new wallet, follow these steps:
Go to Organization Settings > Wallets and click Create wallet.
In the Wallet name field, enter a name for your wallet.
From the Currency drop-down, select the currency of your wallet.
Click the Save button.
To add funds to a wallet, follow these steps:
Go to Organization Settings > Wallets.
Under the wallet you want to add funds to, click Add funds.
You can change the wallet here by using the Select wallet drop-down.
Enter the amount you want to add in the "Select amount" field.
Click the Proceed to billing information button.
Enter your billing information.
Click Proceed to payment method.
Use your payment method to complete the transaction.
Auto-refill allows you to automatically top-up your wallet with funds when the balance falls below a certain amount.
Go to Organization Settings > Wallets.
Click the wallet that you want to set up auto-refill for.
Click the Edit wallet button. A panel will open up.
Check the 'Auto-refill' box.
In the 'When my balance goes beyond this threshold' field, enter the lowest balance you want your wallet to reach before it is automatically topped up.
In the 'Bill my card with this amount' field, enter the amount that you want to automatically top your wallet up with when it reaches the threshold defined in the previous step.
Click the Payment method drop-down and select the payment method that you want to use.
Click Save to save your changes.
