How to transfer credit between different wallets

As long as you have an admin role, you can transfer credit between different wallets in the platform, as long as the wallet exists. 

How can credit be transferred between wallets?

• Click on Wallets
• The Transfer Credit button should show up next to the Add Credit button

• Click Transfer Credit
• Populate the Amount, From and To and click Transfer
  • You can select from a list of Company, Team and User Wallets that are available in your platform
  • The From and To wallets must have the same currency in order for the transfer to be successful
  • The From wallet needs to have enough funds to transfer the amount you populated in the form

What can be transferred?

• Company Wallet to Team Wallet (vice versa)
• Team Wallet to User Wallet (vice versa)
• User Wallet to User Wallet
• As long as the currency is the same
• All transfers are recorded in the Balances > Transactions page

Here is a helpful video outlining this process.

How can I track the funds that have been moved from one wallet to another?

This can be accessed in the Balances > Transactions page

You can filter by Wallet Source (where the money came from) and Wallet Destination (where the money went).