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Managing a Team Wallet

Learn how to deposit or withdraw money, add a bank account, export or refund transactions, and enable Operator transaction as a payment method for a Team.
Written by Yana Yankova
Last updated: 12 February, 2024
In this guide

Deposit money

Only Team Owner and Team Admins with the right to manage the Team Wallet can deposit funds to the Wallet. If Operator transaction has been enabled as a payment method, it is not possible to Deposit funds.

  1. Open the Team and navigate to Team Wallet
  2. Click on the three action dots and select Deposit funds
  3. Select amount to deposit and click on Deposit
  4. Finish the transaction by paying with a bank card
    • A Stripe payment will open in a new page. Use a bank card to finish the deposit.

Withdraw money

Only Team Owner and Team Admins with the right to manage the Team Wallet can withdraw funds from the Wallet. If Operator transaction has been enabled as a payment method, it is not possible to Withdraw funds.

  1. Open the Team and navigate to Payment
  2. Click on the three action dots and select Withdraw funds
  3. Select amount to withdraw
    • There are amount limits, based on currency
  4. Insert your bank account or select an existing one.
  5. Click on Withdraw

Add a bank account

Please note that you can only add IBAN format.

  1. Open the Team and select the Payment tab
  2. Click on Bank account and select + Add bank account
  3. Insert your bank details and click on Save

If you need to make an update to the account, we recommend to delete the bank account and add it again.

Export Wallet transactions

Please note that only Team Admins with the Wallet configuration rights can export transactions.

  1. Open the Team and select the Payment tab
  2. Click on Transactions and filter the period of time
  3. Click on the three dots and select to export a CSV file to your email

Refund Wallet transactions

Please note that only Team Admins with the Wallet configuration rights can refund transactions.

  1. Open the Team and click on Team Wallet
  2. Search for transaction by id or name
  3. Click on the three action dots and select Refund transaction
  4. Select how much to refund and input a note
  5. View the refund summary and confirm by clicking Refund

Enable Operator Transaction

Operator transaction is a payment method for a Team, which can be enabled only by Operator users with Manager or Administrator user rights. You can read more about the Operator transaction setup here.

  1. Open the Team and select the Team Wallet tab
  2. Click on Wallet actions and select Enable Operator Transaction
  3. Confirm the action by clicking on Enable Operator Transaction payment
    • The Team can now go into negative Wallet.
    • A balance settling transaction between the Operator and Team Wallet will be issued at the end of the month.
    • Operator transaction can be disabled from Wallet actions

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