Managing Account Balance
(35 min) Learn how to manage your account balance in Sendoso. Included in this learning path is how to add funds, set limits for users or teams and monitor your financial activity.
In this learning path you will learn how to manage the financial operations of your organization's Sendoso instance. Without funds available your senders can't send and your recipients can't enjoy the sending advantage. Before you can create touches you will need to have fund available to allocate to those touches. That is why this learning path comes before other information.
Objective: After you have completed this learning path 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 path will take approximately 35 minutes to complete. After you have completed this learning path advance to Managing Teams & Users.
Account Balance: Get to Know
Get a high-level overview of the five financial functions on the Account Balance Page.
5 min
Account Balance: Funding Sources
Learn how to set up and assign funding sources to users, teams, and campaigns. Without funding, you can’t start sending.
11 min
Account Balance: User Spending Limits and Settings
Learn how to manage your money by assigning, moving, removing, and adjusting your Sendoso balances.
11 min
Account Balance: Invoices & Receipts and Activity Feed
Learn how to track the money you and your teams have used from the Invoices & Receipts and Activity Feed tabs.
7 min
