How Can I Review My CRM Charges and Adjust My Wallet Balance Settings?

Overview: You can easily review all charges and manage your wallet balance settings within your CRM. These features ensure transparency and give you control over your account usage.

Steps to Review CRM Charges:

1. Log into your CRM account.

2. Go to Settings > Billing > Wallet & Transactions.

   • Refer to the screenshot below for the Billing Dashboard view to confirm you’re in the correct section:
     

3. In the Wallet & Transactions section, you’ll see:

   • A summary of your wallet balance and recent transactions.

   • Detailed transaction history, including charges for SMS, calls, and other services.
     
     

Steps to Adjust Your Wallet Balance Settings:

1. Navigate to Settings > Billing > Wallet & Transactions.

   • Refer to the Auto Recharge Settings section in the screenshot above to locate this feature.

2. Find the Auto Recharge Settings section.

3. Adjust the recharge amount or threshold:

   • Set the recharge amount (e.g., $10, $20).

   • Set the threshold for when the auto-recharge is triggered (e.g., when the balance falls below $0).

4. Save your changes.
   
   

FAQ:

What is the average cost for CRM usage? CRM costs vary depending on your activity, such as sending SMS or making calls. On average, users spend between $20–$80 per month.

What types of services are included in the charges? Typical charges include SMS, phone calls, email verifications, and registration fees. You can review the details of each transaction in the Detailed Transactions section under Wallet & Transactions.

Can I manually add funds to my wallet? Yes, you can add funds manually by clicking the Add Balance button under Wallet & Transactions.

What if I need help understanding a charge? If you have questions about a specific charge, feel free to reach out to our support team. We’re happy to help clarify any details!

Helpful Tip: Regularly check your Wallet & Transactions section to stay on top of your spending and ensure your auto-recharge settings match your needs.

Need Assistance? If you have additional questions or need help making changes, contact our support team at support@loansondemand.io.