Transferring funds between Billing Accounts in Postal is as easy as a couple clicks. There's just a few things to remember before you get started:
Transferring funds has no effect on Budget
Transfers must be of the same currency (USD ➡️ USD, CAD ➡️ CAD, etc.)
You must have Admin privileges to make a transfer
Have all of the above ready to go? Great! Let's get started.
Go to the Transfers page. It can be found under Profile Settings > Billing > Transfers
Select the account you would like to transfer FROM, the account you would like to transfer TO, and the AMOUNT.
You can also add a note about the transfer, such as why it's happening, what it's for, or who requested it.
Click "Set Up Transfer" and you're good to go. All Transfers and their accompanying information can be tracked in the Transfer History right below the request area.
Transfers between accounts should happen instantaneously.
See? Easy as 1, 2, 3. Happy Sending!
More questions about your cash flow? Reach out to Postal Support!