How do I set up balance alerts?

Balance alerts help you stay on top of your funding accounts by notifying you when a balance falls below a limit you’ve defined. You choose the minimum amounts and decide who should receive the email notifications.

You can set multiple balance alerts for each funding account, and send it to as many email addresses as you like. If you have multiple funding accounts, you will need to add the alerts to each one.

How to Configure Balance Alerts Notifications

Follow these steps to customise your notification flow:

1. Access Settings: Click your profile icon and select the cogwheel. Choose Organisation Settings from the menu bar.
2. Locate Alerts: Open the Notifications tab and select Balance Alert.
3. Create New: Click + Alert to start a new configuration.
4. Select Accounts: Choose one or more payment accounts to monitor.
5. Set Parameters: Enter your desired balance limit and select the appropriate currency.
6. Assign Recipients: Choose to deliver alerts to the entire organisation, specific users, or both.
7. Scale Up: Repeat the process to add additional, separate alerts for the same account if needed.
8. Activate: Click Submit to go live.

Note: You have full flexibility to adjust limits, update recipients, or remove alerts as your business needs evolve.

The clip below illustrates how to set up balance alerts on the portal. 

There is also email validation built into the functionality, ensuring the recipient is verified when set up!

If you still require assistance,  please raise a ticket with our customer support team here.