How to Set Up Auto-Reload

  • Updated

This article explains how to set up the Auto-Reload feature for your billing accounts. Admins can manually add funds or set up an auto-reload when available funds fall below a certain threshold. Auto reload is only available with credit card payments.

When the account is reloaded, all users tied to it can access these funds as long as their budget allows.

Start by editing the Billing account (Profile Settings > Billing > Accounts > Edit)

Find the Auto Reload option:

  1. Toggle the option on

  2. Enter the Reload amount

  3. Enter the reload threshold (When balance falls below)

  4. Save

 


 

 

Please note that a low threshold and high usage of Postal could cause multiple withdrawals from your card leading your bank to lock the card. Keep this in mind when setting the threshold.

Learn more about the difference between from the article Funds & Budget Explained!

 

 

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