This will help guide you on how to top-up your company balance, your user balance and another user's balance via our platform
How can I add funds to my company balance and user balances?
Go to: Organizations > Balances
Click on Add Credit on the top right of the page
In the Account & Amount section, select either Company Balance or User Balance and populate the amount of money and currency account you want to top-up.
Example of adding 100 CAD to your company balance
Example of adding 100 CAD to one of your user's balance
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 email@example.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.
Are there limits on how much we can add to our account?
There are no limits for bank transfers. However, we have max limits on amounts that can be paid via credit card. If they are over this amount, please pay via bank transfer.
Maximum amount you can pay via credit card:
What if I can't access this page?
If you cannot see the page, please contact firstname.lastname@example.org.
What if I don't want to pay via invoice or want to top-up using a different method?
Please contact email@example.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.