How to add funds, turn on auto reload and download invoices in CartBoss
Add funds to your prepaid CartBoss balance under Billing, turn on auto reload so your texts never stop, and download every invoice from Payment history. Each text is paid from your balance, so there is no monthly fee for sending; prices are on the pricing page.
Before you begin
- Complete your company profile (Profile in the left menu, under Organization). We need it for your invoices. Until then, clicking Add funds or Add payment method asks you to set your company profile first. See How to add your company details and VAT ID for CartBoss invoices.
- Only the organization owner and users with the Manager role can open Billing.
Add funds
- In your CartBoss dashboard, click Billing in the left menu, under Organization. Your Current balance is at the top.
- Move the slider to the amount you want, from 20€ to 500€. VAT is added on top where it applies; you see the rate next to the amount.
- Pick your card and click Add funds. If you have no saved card yet, the button opens the secure Stripe payment page where you add one and pay.
When the payment goes through, you see "Funds have been added" and the balance updates. If your bank asks you to confirm the payment, a confirmation window opens first.
Turn on auto reload
Auto reload tops up your balance by itself, so your messages never stop. It needs a saved card.
- On the Billing page, open the Auto reload tab.
- Set Status to Enabled (Recommended).
- When my balance falls below: choose when to top up, for example 20€.
- Automatically reload my account: choose how much to add each time. Once you have a month of top-ups, each amount shows about how many invoices a month it means.
- Click Save changes.
Smart reload
Smart reload is on when you enable auto reload. If you top up often, CartBoss raises your reload amount one step at a time, never above 250€. You get an email each time it changes, with a one-click undo. Turn the Smart reload switch off and save to keep a fixed amount.
If your card is declined
If your card keeps declining, CartBoss pauses auto reload and shows Auto-reload is paused on the Billing page. Click Update payment method and add a working card. Auto reload and your messages start again by themselves.
Manage your cards
- Open the Payment methods tab.
- Click Add payment method to add a card, or Remove to delete one.
The card marked Used for auto reload is charged for top-ups. A card marked Expired or Failed — replace card needs to be replaced.
Download your invoices
- Open the Payment history tab. Every payment is listed with its date, amount (with VAT), type and status.
- Click the download icon in the Invoice column.
We also email each invoice to the Billing email in your company profile, or to the account owner if none is set.
Questions
What does a text cost?
It depends on the country. In your dashboard, open Billing and click SMS Pricing on the left, or open the pricing page after you log in.
My balance runs out too fast.
Check for fake traffic and set a daily spend limit. See How to set a daily SMS spend limit in CartBoss and How to protect your store from SMS pumping (fake SMS traffic).
I get too many invoices.
Choose a higher amount under Automatically reload my account, or leave Smart reload on.
Can I get my remaining balance back?
Email us at support@cartboss.io and we'll look at your account.