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Use this wallet when your agency has enabled rebilling for the client account. It is separate from the parent workspace wallet.

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Access requirements

Accept an invitation to the intended client account and sign in with that email. You do not need parent-workspace membership just to access your account wallet. The Billing entry is shown when rebilling is enabled; if it is missing, ask the agency to review that setting and your account access. The agency must have a working Stripe connection. The new-card payment flow can create or repair the account’s Stripe customer. If payment reports a customer or connection error, ask the agency to review it.

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Add funds

  1. Open the account’s Settings → Billing and verify its identity and wallet balance.
  2. Choose Saved card or Pay with a new card in the wallet top-up form.
  3. Enter the amount and review the selected payment method. The saved-card path accepts 1–1–10,000.
  4. Select Pay $… and complete any bank verification.
  5. Check the successful payment result, updated account balance and credit in the account ledger.
If an earlier payment is unresolved, use its recovery/status controls before initiating another payment. A bank charge without a confirmed wallet credit needs investigation; do not pay twice to force the balance to change.

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Payment choices

These are the client-wallet form’s amounts. Workspace-wallet payment limits are different.

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Automatic top-up

Under Automatic top-up, enable the switch, set Top-up amount (USD) and When balance is below (USD), then Save changes. Use Repair auto-pay if the page requests it, and verify the card and settings afterward. The enable switch saves its on/off change immediately. The amount controls and Save changes are disabled while automatic top-up is off. Review the loaded saved values before changing them. Refills can fail. Monitor the balance and payment errors; a saved automatic setting is not proof of a successful refill. If a funded account still cannot place a call, ask the agency to check its workspace balance and the returned calling error. See account invitations, Stripe connection, and billing mechanics.