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How to set up automatic top-ups for virtual cards?
How to set up automatic top-ups for virtual cards?

In this article you will know how to setup auto top up feature

Updated over 2 months ago

The automatic top-up feature is available for balance cards. This feature eliminates the need for regular balance checks and manual operations, reducing the occurrence of declines caused by insufficient funds on the card.

To enable automatic top-ups, follow these steps:

Go to the Virtual Cards section, then click on card details and choose Settings. In the Add money section, select Auto top up.

Under the Top-up cycle section, choose the top-up rule that best suits your needs:

  • If the balance is less than ... - when the balance on the card reaches or falls below the specified value, automatic top-up will be triggered.

  • Daily - top-up will occur automatically every 24 hours for the specified amount.

  • Weekly - top-up will occur automatically every 7 days for the specified amount.

  • Monthly - top-up will occur automatically every 30 days for the specified amount.

How the «When the balance is below» rule works

Specify the value at which the card replenishment is triggered. For example, $5.

Select the rule:

  • TO - for example, up to $100. This means that whenever the balance falls below $5, the algorithm will automatically replenish the balance by the necessary amount to bring it back up to $100.

  • BY - for example, $15. This means that whenever the cash balance falls below $5, the algorithm will automatically replenish the balance by $15.

The algorithm will only be processed successfully if you have sufficient funds available in your balance. If the balance is insufficient, the top-up will not occur.`

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