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Managing Account Balance

Managing Account Balance

Learn how to add to your balance in Sendoso, create funding sources, assign budget limits to users or teams, and print invoices

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About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Without funds available your senders can't send and you can't enjoy the sending advantage. Before you can create campaigns you will need to have fund available to allocate to those campaigns. That is why this course comes before other information.

Objective:  After you have completed this course you will be able to:

  • Navigate the Account Balance page in Sendoso
  • Add funding sources to your account balance
  • Set spending limits for specific users and teams
  • Generate invoices and receipts 

This course will take approximately 35 minutes to complete. After you have completed this course advance to Managing Teams & Users.

Curriculum35 min

  • Account Balance: Get to Know 6 min
  • Account Balance: Funding Sources 11 min
  • Account Balance: User Spending Limits and Settings 11 min
  • Account Balance: Invoices, Receipts, and Activity Feed 7 min

About this course

Not a Sendoso Customer? Create a free Sendoso account to access learning.
Create an Account

Without funds available your senders can't send and you can't enjoy the sending advantage. Before you can create campaigns you will need to have fund available to allocate to those campaigns. That is why this course comes before other information.

Objective:  After you have completed this course you will be able to:

  • Navigate the Account Balance page in Sendoso
  • Add funding sources to your account balance
  • Set spending limits for specific users and teams
  • Generate invoices and receipts 

This course will take approximately 35 minutes to complete. After you have completed this course advance to Managing Teams & Users.

Curriculum35 min

  • Account Balance: Get to Know 6 min
  • Account Balance: Funding Sources 11 min
  • Account Balance: User Spending Limits and Settings 11 min
  • Account Balance: Invoices, Receipts, and Activity Feed 7 min