This article discusses best practices for Budgets and Funds. These settings are only accessible to Admins.
Need to add funds now? Check out our "How to add funds" article!
Understanding Budgets & Funds
The Billing section of Postal is comprised of three major parts:
The Billing Account(s) and its balance
The Budget for the team
Each team can have funds available to them, and their spending is regulated by the Budget.
Adding a Team
There are two places that teams can be added: from Billing > Team Budgets, or under the Teams tab in Profile Settings. Either way, that team will always be associated with a billing account. Learn more about creating billing accounts.
Budget Mode is automatically set to 'Disabled'. You can choose 'Pooled' or 'Per User' now if you'd like, or you can change this later. Select 'Create Team' to finish this process.
The balance is the available funds in the Billing Account. Funds can be added manually or be set to Auto-Reload. The Current Balance will reflect the available funds.
To add funds, select 'Edit Account'. Then, in the Add Funds field, enter the amount you would like to add and click 'Add Funds'. A credit card will need to be on file.
Budgets limit (unless disabled) the amount of available funds Users can spend in a given period of time. If you are planning to mass mail or send gifts frequently, consider adding more to your Budget upfront or over time adjusting accordingly.
Note: The amount of Budget remaining is shown to Users and should not be confused with the actual balance of funds on the account. A User could have more available budget than funds. In this case, funds would need to be added by an Administrator to continue sending.
Disabled - Removes the cap on the spending limit
Pooled - One shared pool for spending
Per User - Divided per-user for spending
Team budgeting will be available to all Admins, and you can set different budget rules for each team.
Monthly - Allotted budget per month
Quarterly - Allotted budget per quarter
Yearly - Allotted budget per year
Budgets can be adjusted at any time to match the desired spending.
Enter the dollar amount you would like the Budget to be in this field.
The Budget can be increased at any time. This will affect every user on this team.