Here's more details on billing points
Low Fund Notifications
- A partner can be notified by email or by SMS. (Partners>Details>Email Address: / Mobile Phone Number:) To set SMS alerts, Just tick 'Enable Text Message Alerts': 'When funds are running low' (In Partners>Settings)
- In Settings> Configuration>Preferences, a user can be notified when a balance falls below: £ This notifies the selected user whenever any partner accounts reach a certain threshold I.e £100. A separate email will be sent for each partner.
If a partner fell below the threshold after 9:30 am, the alert would not be sent until the following day.
Here's a copy of an email that is sent to the partner which alerts them that they have low funds and must make a payment to continue to receive leads.
Note: The low funds threshold considers the current balance on the partner's statement & their credit limit.
A partner has £50 balance and £200 credit limit, You want them to be notified when their balance falls below £100. Just set the partners threshold to -£100. As they have £200 credit, when they run to -£100 with just £100 left to spend, they will then get an email/sms alert.