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Transfer Funds

You can now transfer unused prepay or instant payment funds from one billing method to another.

Updated over a week ago

1️⃣ How to Move Funds

  1. Navigate to your Billing Tab on the left hand side of your Dashboard

  2. Find the Prepay or Instant Payment balance you want to move

  3. Click the three dots

  4. Transfer Funds will show ONLY on Prepay or Instant Payment methods WITH remaining balance.

  5. Click "Transfer Funds" to open a transfer window, where you can:

    1. Enter the amount to transfer (the minimum is $1.00)

    2. Select the destination account

    3. Select the destination billing method (also must be Instant Payment or Prepay)

    4. Confirm the transaction

2️⃣ Important Reminders

  1. Admins will be able to move funds based on the billing method’s remaining balance (that already takes into account pending charges like gifts that were sent but not claimed yet)

  2. The Minimum transfer amount: $1.00.

  3. Users can transfer the entire remaining balance.

  4. Any user with billing page access can initiate a balance transfer.

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