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Each program has its own Program Balance. This is the amount available to cover restricted card redemptions and fees that post to the balance. Settled top-ups, returns, and voids add to it. Redemptions and balance-based fees reduce it.
This page describes the Organization Admin view. If you do not see the Balance features, they may not be enabled for your organization. Contact support at (888) 253-5667.

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Find a Program Balance

  1. Go to Program manager → Programs.
  2. Find the program in the card or table view. Both views show its current Program Balance.
  3. Open the program.
The program page has four main tabs: Summary, Balance, History, and Offers.

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Summary tab

The Balance & recharge card shows:
  • Program Balance — the program’s current balance
  • Funding method — Invoice, ACH, or credit card
  • Target balance / mode — where an automatic top-up restores the balance
  • Recharge threshold — the level below which auto recharge starts
  • Send recharge alert email — whether the advance warning is enabled
Click Manage to open the Balance tab.

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Balance tab

The top of the page shows three items: The rest of the tab contains:
  • Top-up bills — search and filter the program’s top-up history by status, method, and source
  • Billing info — the legal name, organization address, and billing email used on invoices
  • Payment details — choose Invoice or a saved ACH or card payment method
  • Auto recharge — enable or disable automatic top-ups and manage the recharge rule
  • Manual top-up — add a fixed amount at any time
  • Tax information — view the tax number on file
See Auto-Recharge for the settings and top-up steps.

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How the balance changes

The balance updates after a ledger event is posted. Common activity includes: Creating a top-up bill does not increase the balance by itself. The balance changes after the payment succeeds and settles. Every posted change appears on the program’s History tab.

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Funding status

Most programs are funded in advance and must stay at or above $0. If a program drops below $0, the Balance tab shows a warning and an Add funds action. Some programs use Billing in Arrears (BIA). iQpay must approve BIA and set the BIA limit. Organization Admins cannot enable BIA or set a negative recharge threshold in the portal. See Billing & Payments.

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