Billing and Fund Management

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

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

International Currency Transfers

How to transfer funds between different currencies
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

Billing Accounts Explained

Understanding how Billing Accounts work
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

Funds & Budget Explained

The difference between funds & Budget
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

Spend As Breakdown

How to use the budget dropdown feature in the send flow
Rae Foote avatar
Written by Rae Foote
Updated over a week ago

Managing Funds & Budgets

Adding funds and managing your Budgets
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

How to Add a Billing Account

Create a Billing Account
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

How to Add Funds

Adding funds to your funds management account
Nick Jimenez avatar
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
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

How to Transfer Funds

Transferring funds from one Postal Billing Account to another
Rae Foote avatar
Written by Rae Foote
Updated over a week ago

How to Setup a Budget

How to setup and adjust your budget
Nick Jimenez avatar
Written by Nick Jimenez
Updated over a week ago

Adjusting Your Existing Budget

Increasing or decreasing team budgets
Rae Foote avatar
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
Nick Jimenez avatar
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
Rae Foote avatar
Written by Rae Foote
Updated over a week ago

Postal W9

Postal W9 for completing invoice requests
Rae Foote avatar
Written by Rae Foote
Updated over a week ago