Managing your agency wallet is key to limiting unexpected charges. This feature provides timely alerts when sub-accounts exceed predefined wallet usage limits, notifying you via email on the same day the sub-account exceeds the threshold.

Why Use This Tool? #

This offers extra control over spending, with custom notification thresholds for wallet usage by any sub-account. These notifications cover usage from the start of the selected period, offering a complete picture of wallet activity. However, this will not cause your inbox to clutter, as only one notification per sub-account will be sent, regardless of how often the threshold is exceeded in any single day.

How To Use It? #

Inside your Agency View, access the Billing section inside your settings.

Switch to the Notifications tab and select the Wallet area.

Enable the Notification Threshold feature, if not already enabled.

Click Add a condition to set when you’ll receive notifications.

Set your desired amount (1) for the threshold and select the frequency (2) of notifications.

Click Save to set the conditions.

Optionally, click + Add Emails to enter other email addresses for notifications. The agency owner will always be notified by default.

The notifications will keep you informed whenever high transaction amounts occur, helping you take a proactive approach to preventing unexpected charges and reducing refund requests when re-billing isn’t enabled.

Frequently Asked Questions #

Where do I configure wallet notifications? #

In your Agency View, open the Billing section in settings, switch to the Notifications tab, and select the Wallet area.

How do I set a notification threshold? #

Enable the Notification Threshold feature, click Add a condition, set your desired amount and notification frequency, then click Save.

How many notifications will I receive per sub-account? #

Only one notification per sub-account is sent per day, regardless of how many times the threshold is exceeded that day, so your inbox stays uncluttered.

Can I add other people to receive notifications? #

Yes. Click + Add Emails to enter additional email addresses. The agency owner is always notified by default.

When are notifications sent? #

You are notified via email on the same day a sub-account exceeds the threshold, with usage measured from the start of the selected period.

Why use wallet notifications? #

They provide proactive control over spending, helping prevent unexpected charges and reducing refund requests when re-billing isn’t enabled.