Example of adding 100 CAD to your Company Wallet

Example of adding 100 CAD to a Team Wallet

Example of adding 100 CAD to a User Wallet

4. In the Billing Entity section, select which Billing Entity you want the invoice to be addressed. In some cases, there is only one so this should be pre-selected. If there is no billing entity, or you cannot find the right billing entity, please contact support@reachdesk.com so we can add this billing entity to our invoicing system.

5. (Optional) Fill out any additional emails that should receive the invoice. Please make sure you include the email of the department or individual who will be paying the invoice.

6. (Optional) Fill out the PO Number if you want this to be referenced in the invoice.

7. Select whether you want to pay the invoice via credit card or bank transfer.

8. Click Send Invoice

9. You and the additional emails you added will get an email with a copy of the invoice.

10. Once the invoice is paid, you (and the user you are topping up) will get a confirmation email once the funds are available to be used in your Reachdesk account.

Here is a helpful video outlining the above steps.

There are no limits for bank and credit card transfers.

If you cannot see the page, please contact support@reachdesk.com.

Please contact finance@reachdesk.com if you have more specific requirements for topping up your account.

We do have plans in the future to enable users to top-up their balances directly via a credit card (without an invoice), but this is still being prioritised. We will keep you posted on when this feature is being worked on. Please contact your CSM for further questions and updates.