Billing and Fund Management

How to set your monthly or rolling budget for your account and allocating a balance to teams and/or users.

17 articles in this collection
Written by Nick Jimenez and Rae Foote

International Currency Transfers

How to transfer funds between different currencies

Written by Nick Jimenez
Updated over a week ago

Billing Accounts Explained

Understanding how Billing Accounts work

Written by Nick Jimenez
Updated over a week ago

Funds & Budget Explained

The difference between funds & Budget

Written by Nick Jimenez
Updated over a week ago

Spend As Breakdown

How to use the budget dropdown feature in the send flow

Written by Rae Foote
Updated over a week ago

Managing Funds & Budgets

Adding funds and managing your Budgets

Written by Nick Jimenez
Updated over a week ago

How to Add a Billing Account

Create a Billing Account

Written by Nick Jimenez
Updated over a week ago

How to Add Funds

Adding funds to your funds management account

Written by Nick Jimenez
Updated over a week ago

How to Set Up Auto Reload

Set up your billing accounts to have funds reloaded automatically

Written by Nick Jimenez
Updated over a week ago

How to Transfer Funds

Transferring funds from one Postal Billing Account to another

Written by Rae Foote
Updated over a week ago

How to Setup a Budget

How to setup and adjust your budget

Written by Nick Jimenez
Updated over a week ago

Adjusting Your Existing Budget

Increasing or decreasing team budgets

Written by Rae Foote
Updated over a week ago

How to Link a Team to Multiple Billing Accounts

International funds linked to team billing accounts

Written by Nick Jimenez
Updated over a week ago

How to Remove a Fund Management Account from a Team

Removing a billing account from an active team

Written by Rae Foote
Updated over a week ago

Postal W9

Postal W9 for completing invoice requests

Written by Rae Foote
Updated over a week ago

FAQs

How Do I Delete a Fund Management Billing Account?

Removing a fund management account from your billing options

Written by Nick Jimenez
Updated over a week ago

What Happens to My Funds When I Send?

FAQ: How funds are used in Postal

Written by Nick Jimenez
Updated over a week ago

Payments Troubleshooting

Quick fixes and workarounds for common payment issues

Written by Rae Foote
Updated over a week ago