How do I set up balance alerts?

Balance alerts help you keep track of your funding accounts by emailing you whenever a balance drops below a limit you’ve set, giving you time to top up before any payments are affected. You decide the minimum amounts and who receives the notifications.

• Custom limits: Give each alert its own minimum amount and currency, tailored to how you use that account.
• Multiple alert levels: Add several alerts to the same account, such as a gentle reminder at a higher amount and a final warning closer to zero.
• Choose who’s notified: Send alerts to everyone in your organisation, to named users, or to both, with no limit on the number of email addresses.
• Update any time: Edit thresholds and recipients, or remove alerts, whenever your requirements change.

Please note: Alerts are applied to individual funding accounts, so if you have more than one account, you’ll need to set up alerts on each of them separately.

Setting up a balance alert

1. Click your profile icon, select the cogwheel, then choose Organisation Settings.
2. Open the Notifications tab and select Balance Alert.
3. Click + Alert.
4. Select the payment account(s) you want to monitor.
5. Enter your balance limit and choose the currency.
6. Choose who should receive the alert — the whole organisation, specific users, or both.
7. Click Submit to activate the alert.

Need a second threshold on the same account? Just repeat the steps above to add another alert.

You can adjust limits, update recipients, or remove alerts at any time as your needs change.

 Still need help? Raise a ticket with our support team.