Understanding Your Account Balance
Understanding Your Account Balance
AtoShip uses a prepaid wallet system for purchasing shipping labels. Understanding how it works helps you manage costs and avoid interruptions.
How the Wallet Works
Prepaid Model:
- Add funds to your wallet
- Purchase labels from balance
- Balance deducted per label
- No monthly minimums
Balance Display: Your current balance appears in:
- Dashboard header
- Billing page
- Before label purchase
- Transaction receipts
Adding Funds
Payment Methods:
- Credit/debit card
- ACH bank transfer
- Wire transfer (large amounts)
Adding via Card:
- Go to Dashboard → Billing
- Click "Add Funds"
- Enter amount
- Confirm payment
- Funds available immediately
Adding via ACH:
- Set up bank account
- Initiate transfer
- Funds arrive in 2-3 business days
- Lower processing fees
Minimum Balance Requirements
Recommended Minimums:
| Monthly Volume | Suggested Balance |
|---|---|
| 1-50 labels | $50 |
| 50-200 labels | $200 |
| 200-500 labels | $500 |
| 500+ labels | $1,000+ |
Why Maintain Balance:
- Avoid shipping interruptions
- Process orders quickly
- Take advantage of batch shipping
Auto-Recharge
Setup Auto-Recharge:
- Go to Billing → Settings
- Enable auto-recharge
- Set threshold amount
- Set recharge amount
- Confirm payment method
Example:
Threshold: $50
Recharge Amount: $200
When balance drops below $50,
automatically add $200
Understanding Charges
Label Cost Breakdown:
- Base shipping rate
- Fuel surcharges (if applicable)
- Additional services (insurance, signature)
- Any carrier fees
When Charged:
- At label purchase time
- Full amount deducted immediately
- Refunds added back on void
Viewing Transactions
Transaction History:
Dashboard → Billing → Transactions
Transaction Types:
| Type | Description |
|---|---|
| Credit | Funds added |
| Debit | Label purchased |
| Refund | Label voided |
| Adjustment | Manual correction |
Export Options:
- CSV download
- Date range filter
- Transaction type filter
- Searchable by tracking
Refunds and Credits
Label Void Refunds:
- Voided within 30 days
- Unused labels only
- Credit to wallet (not card)
- Processing time: instant to 24h
Rate Adjustments:
- Carrier adjustments may occur
- Weight corrections
- Address corrections
- Charged/credited automatically
Low Balance Alerts
Notification Settings:
- Go to Settings → Notifications
- Enable balance alerts
- Set alert threshold
- Choose notification method
Alert Methods:
- Email notification
- Dashboard warning
- SMS (optional)
Multi-User Accounts
Organization Wallet:
- Single shared balance
- All team members use same wallet
- Admin controls funding
- Per-user spending visible
Tracking Usage:
- Filter by user
- See per-user spending
- Set spending alerts
- Monthly reports by user
Statement and Receipts
Monthly Statement:
- Available 1st of each month
- Previous month summary
- PDF download available
- Sent via email
Individual Receipts:
- Per funding transaction
- Per label purchase
- Downloadable PDF
- Includes all details
Billing FAQ
Q: What happens if my balance is too low? A: Label purchase fails; add funds to continue.
Q: Can I get a refund to my card? A: Wallet credits only; contact support for exceptions.
Q: Is there a maximum balance? A: No limit on wallet balance.
Q: Do unused funds expire? A: No, funds never expire.
Managing Costs
Tips to Control Spending:
- Review weekly spending trends
- Compare carrier rates
- Use rate shopping
- Monitor for adjustments
- Set up alerts