If you do not see the Balance features described here, they may not be enabled for your organization yet. Contact support at (888) 253-5667.
Where to see your balance
You can see program balances in two places:- Programs list — go to Program manager → Programs. The Balance column shows the current balance for each program.
- Program detail page — open a program from the list. Use the tabs at the top: Summary, Balance, History, and Notifications.
The Summary tab
The Summary tab shows your key numbers at a glance:- Program balance — credits available to spend right now
- Target balance — the amount auto-recharge refills to
- Recharge threshold — the level that triggers a recharge
- Low balance alert — the level that triggers an alert
The Balance tab
The Balance tab shows two amounts:
Below these, the Balance settings card lets you change how the program stays funded. See Auto-Recharge.
How the balance changes
The balance updates automatically as your program runs. Common activity types:
Every change is recorded. You can review the full record on the Balance History page.
Keep learning
- Auto-Recharge — keep your program funded automatically
- Balance History — review every balance change
- Fee Types — every fee, when it applies, and how it is calculated
- Invoices — understand the invoices your program creates