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Every customer in Juiced has a wallet that funds lead purchases. Deposits go in, lead assignments take money out, and returns credit it back. This guide walks through the tenant-side controls for moving money on a customer’s behalf, plus the customer-side auto-recharge flow that keeps funded accounts running without manual intervention. For the conceptual model — funding statuses, transaction events, how the wallet relates to bids and caps — see the Transactions feature page and Payments and deposits.

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Prerequisites

  • Admin or Customer Support role access to your tenant.
  • At least one customer already created. If you don’t have one yet, see Onboarding customers.
  • For auto-recharge walkthroughs: a customer account with a saved payment method (Stripe).

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Funding statuses at a glance

Every customer carries a Funding status badge on their overview page and in the customer list. Three values: Status is derived automatically from wallet balance and thresholds — you don’t set it directly. To change it, move money.

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Step 1: Open a customer’s overview

Click Customers in the left sidebar and pick the customer you want to manage. The header of the detail page (/manage/<tenant>/customers/<customer>) shows four metric tiles — Revenue, Wallet, Active Bids, Return Rate — and five status badges including Funding status. The top-right corner has four action buttons: Add funds, Remove funds, History, and Edit. The first two are how you move money; the third is how you see what’s happened before.

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Step 2: Add funds

Click Add funds. A modal opens with three fields: Click Submit. The wallet balance updates immediately, a FUNDS_ADDED_BY_TENANT transaction is recorded, and if the deposit lifts the balance above the warning threshold the Funding status badge flips back to Available.
The receipt URL is the audit trail for tenant-initiated deposits. Paste something — a Stripe payout link, a bank confirmation screenshot in Drive, a QBO invoice. Future-you will thank present-you.

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Step 3: Remove funds

Click Remove funds when you need to claw money back — chargebacks, mistaken credits, or refunds for off-platform resolutions. The modal has two fields: Click Submit. The balance drops, a FUNDS_SUBTRACTED_BY_TENANT transaction is recorded, and if the new balance crosses into warning territory the Funding status flips to Limited or Exhausted.
Remove funds is not a soft operation — it moves real money out of the customer’s wallet and is not reversed by deleting the customer. If you pull too much, add it back via Add funds with a corrective description.

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Step 4: Review the Transactions tab

Click Transactions at the top of the customer page (/manage/<tenant>/customers/<customer>/transactions). Every wallet movement appears in reverse chronological order with four columns: The search bar above the table filters by transaction ID or related entity. Sort by Date or Amount by clicking the column header.

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Step 5: Audit the History panel

Click History in the top-right of the customer page. A right-side panel slides open with an activity feed of every change to the customer — fund additions, fund subtractions, edits to bidding caps, budget spent counters, dispute tier adjustments, and so on. Each entry shows who made the change, what specifically changed (old → new), and how long ago it happened. For deposits recorded with a receipt URL, hover the row and click View receipt to open the original document in a new tab.
History is the audit log. Transactions is the money log. They overlap on deposits and withdrawals but diverge elsewhere — History tracks things like cap changes and status flips, while Transactions only tracks wallet movements.

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Step 6: Configure auto-recharge (customer-side)

Auto-recharge keeps the wallet topped up without manual intervention. It’s configured by the customer from their portal, not by you as a tenant admin. Direct the customer admin to:
  1. Log into the customer panel at https://<subdomain>.juiced.com/app.
  2. Click Account → Billing in the left sidebar (or the gear icon, depending on your portal layout).
  3. Scroll to Auto Recharge and flip the toggle on. The section expands with two fields:
  1. Click Save. The settings persist and — if the wallet is already under the trigger — auto-recharge runs immediately using the customer’s default payment method.
Auto-recharge requires an active payment method on the customer. Without one, the toggle is disabled. Direct new customers to Payment Methods in their portal to add a card before enabling auto-recharge.
Auto-recharge runs create AUTO_RECHARGE transactions that show up in both the Transactions tab and the History panel, so you can always tell manual top-ups from automated ones.

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Step 7: Read the payment methods (optional)

As a tenant admin, you can view — but not add or remove — a customer’s saved payment methods. Click Payment Methods at the top of the customer detail page (/manage/<tenant>/customers/<customer>/payment-methods). The table shows each card on file with its Name, Status, and Expiration. If a customer’s card is about to expire, nudge them via the customer portal — you can’t update a card on their behalf. This is deliberate: Juiced never handles card data outside the Stripe-hosted flow the customer controls.

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What happens next

Once the customer has funds and (optionally) auto-recharge configured:
  • Bidding unlocks — the customer can create bids and compete in auctions. See Setting up bidding.
  • Marketplace pings will match — any lead the customer accepts debits the wallet at the accepted price.
  • Returns credit back automatically — when a lead is returned inside the dispute window, a LEAD_RETURNED transaction credits the wallet. See Returns.
  • Budgets and caps stay independent — funding the wallet doesn’t lift a cap. If the customer has a weekly cap of 50 leads, they can still only buy 50, no matter how flush the wallet is. See Budgets and caps.
If a customer complains they can’t buy, check the wallet first (Transactions), then the caps (Overview), then the bids themselves — in that order. Nine times out of ten, it’s the wallet.