Once you’ve deposited funds into your main wallet and created some user or company cards you’re ready to transfer funds to the cards.
First, it’s important to note the type of card you’ve created and the destination you’ve set it to draw from.
- User cards: can draw from a users wallet, the main wallet or a company wallet (premium only).
- Company cards: can draw from a reserved wallet, the main wallet or a company wallet (premium only).
If you’re creating a subscription or online ads card, these will draw from the wallet that you specify, when you initially create the card. You can find more information on Subscriptions here.
Determining where a card is drawing from:
By clicking on CARDS on the left hand panel and navigating to the ‘Balance’ column you can determine the wallet the card draws from:
| Indicates the card is drawing from a user wallet | |
| Indicates the card is drawing from the main wallet | |
| Indicates the card is drawing from a reserved wallet |
Transferring funds to a user wallet:
- Go to USERS>Select User>Transfer.
- Under the One-off tab select a source.
- Enter the amount you are transferring.
- Press Confirm Transfer.
Transferring funds to a reserved wallet:
- Go to CARDS>Select Card>Transfer.
- Under the One-off tab select a source.
- Enter the amount you are transferring.
- Press Confirm Transfer.
Transferring funds to company wallet (premium only):
- Go to WALLETS>Company Wallets>Select Company Wallet>Transfer.
- Under the One-off tab select a source.
- Enter the amount you are transferring.
- Press Confirm Transfer.
NOTE: To transfer funds out of the wallet click the orange arrow to change the transfer direction.