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Adding funds overview
All agencies with Workspace-level ownership can access the Organization app and use it to manage funds. The Bill & Payment tab of the Organization app is where you’ll add your payment details.
Balance management
Agencies need their own balance, and each of their seats also requires its own separate balance. However, note that a customer’s spending is restricted by the balance in the agency’s account, even if the customer’s seat has a higher balance.
Since funds are maintained separately, there’s no way for agencies to distribute funds they’ve already added to the Workspace to individual advertisers. Instead, agencies are able to add new payments to their customers’ accounts at any time via a ledger entry.
Add a ledger entry
A ledger entry allows you to confirm you received a payment outside of the IQM system, and offer that paid balance to the advertiser.
Follow these steps to add payments as a ledger entry:
Open the Customers app.
Select the Finance tab.
Choose the desired advertiser.
Click + Add Payment. This will open the Add Payment pop-up window.
Select Add As Fund.
Enter the details of the payment you received from the customer:
Add the payment amount, which will be added to the customer’s account.
Select the date that the payment was received.
Open the Mode of Transfer menu to choose how the payment was sent to you (e.g., Wire Transfer, Check, etc.)
Add the ID of the transaction.
If desired, select Browse to upload proof of the payment you received outside of the IQM system.
Select Add Payment.
This payment will be added to the customer’s funds and reflected as a balance once the payment is completed and approved.
Add a ledger entry against an invoice
You can add a ledger entry against an invoice when you received payment outside of the IQM system.
Follow these steps to make a payment against a generated invoice:
Open the Customers app.
Select the Finance tab.
Choose the desired advertiser.
Click + Add Payment. This will open the Add Payment pop-up window.
Select Against Invoice.
Open the Select Invoice menu to choose the desired invoice.
Enter the details of the payment you received from the customer:
Add the payment amount, which will be added to the customer’s account.
Select the date that the payment was received.
Open the Mode of Transfer menu to choose how the payment was sent to you (e.g., Wire Transfer, Check, etc.)
Add the ID of the transaction.
If desired, select Browse to upload proof of the payment you received outside of the IQM system.
Select Add Payment.
The selected invoice will automatically be marked as paid once the payment is completed.
Offer credit
More on credit: Agencies can offer credit to their respective customers in instances when you’d like to maintain a post-paid relationship. As the credited amount immediately becomes directly available to the seat, we recommend completing a credit check prior to offering a credit. |
Follow these steps to offer a credit to a customer:
Follow steps 1 through 3 of the Add a ledger entry workflow.
Scroll to the Credit Management section.
Click Offer Credits. This will open the Offer Credits pop-up window.
Add the amount you’d like to credit to the customer.
If desired, select or deselect Direct Credit.
Click Offer Credits.
The offered credit will appear in the customer’s Organization app in the Bill & Payment section, where they can claim the credit and use it as available funds.
Add funds
Agency payment notice: Agencies with Workspace-level ownership can manage white label settings to receive customer payments directly via PayPal. Refer to Manage an Organization Profile for more information on managing white label, invoice, and margin settings. |
The Add Funds feature allows both agencies and advertisers to make prepayments via PayPal or a financial institution directly into their seat balance.
Follow these steps to add funds to your account:
Select the Bill & Payment tab of the Organization app.
Click Payments.
Select Add Funds. This will open the Add Funds pop-up panel.
Enter the dollar amount that you want to add.
The amount you enter is inclusive of fees. For example, if you enter “$1,000” and are charged a 3.5% transaction fee, you will pay $1,000 and the $965 net funds will be added to your account.
Choose how you’d like to make the payment: Credit Card, Debit Card, or PayPal.
Enter your payment information (Credit Card, Debit Card) or log in and make your payment selections (PayPal).
Review the Net Funds that will be added to your account once the transaction is completed.
Click Proceed to Pay to confirm your selections and add the funds.
Once processed, the funds will be added to your account. For example, when advertisers add funds, their account balance won’t be added to the Workspace’s balance.
Review previous payments
Follow these steps to review the details of previous payment transactions:
Select the Bill & Payment tab of the Organization app.
Click Payments.
Review the desired details in the Payments table:
Payment No.: Review the payment’s transaction number.
Initiated By: Review the user who initiated the transaction.
Transaction On: Review the date in which the transaction was initiated.
Net Funds: Review the total dollar amount added to the account once fees were accounted for.
Status: Review whether the funds were successfully added (Paid), are still being processed (Pending), or were unable to be added (Rejected).
Mode of Payment: Review whether the funds were added via a credit card, debit card, or PayPal transaction.
Payment Type: Review whether the payment was added as funds or against an invoice balance.
Determine your available balance
Open the Dashboard app and refer to the top of the page to review your available balance.