Managing Customer Finances

Every customer has a wallet that pays for their leads. Deposits go in, assigned leads take money out, and returns put it back. This guide covers the controls you have for moving money on a customer’s behalf and keeping their wallet topped up. For the full list of transaction types, see Transactions. For fees and minimums, see Payments & Deposits.

​

Prerequisites

• The Admin or Customer Support role. Both can add and remove funds.
• A customer to work with. See Onboarding customers.
• Stripe connected and a card saved on the customer, if you want auto recharge.

​

1. Check the customer’s funding

Click Customers in the sidebar and open the customer. On the Overview, the Wallet stat shows the current balance, and the Funding status card tells you where they stand. You don’t set funding status yourself, because it follows the balance. To change it, move money.

​

2. Add funds

Open the More actions (⋯) menu in the header and choose Add funds. The balance updates right away and the deposit appears in the customer’s transactions as Funds Added By Tenant. No card is charged, so use this for money you’ve collected some other way, or for credits.

​

3. Remove funds

Choose Remove funds from More actions to take money back, for example after a mistaken credit or a refund you handled outside Juiced.

• Amount must be at least $1 and no more than the current balance.
• Description is required and visible to the customer, so write it for them (“Refund for duplicate deposit on 4/21”).

The withdrawal is recorded as Funds Subtracted By Tenant. If you take out too much, add it back with Add funds and an explanatory description.

​

4. Read the transactions

Open the Transactions tab for every wallet movement, newest first, with totals for Transactions, Deposits, Withdrawals, and Net at the top. Each row shows the event, such as Lead Assigned, Lead Returned, Funds Added, Auto Recharge, or Checkout Bonus. See Transactions for what each one means.

​

5. Check the timeline

Transactions are the money log. The timeline is the account log, covering leads received, funds added or removed, pauses, and other changes. The Activity feed on the overview shows the latest few. Choose Timeline from More actions (or View all under the feed) for the full history.

​

6. Set up auto recharge

Auto recharge charges the customer’s default card whenever their balance drops below a trigger, so they don’t run dry mid-campaign. Customers can turn it on themselves under Billing → Auto recharge in their portal (see their side), or you can set it for them.

1. On the customer, click Edit.
2. In Auto Recharge, turn on Auto Recharge.
3. Set the Trigger Amount (recharge when the balance falls below this) and the Recharge Amount (how much to add each time).
4. Save with the floating save bar.

If the balance is already below the trigger, the first recharge runs straight away. Each one is recorded as an Auto Recharge transaction, and any minimum deposit and transaction fee you’ve set for auto recharge applies.

​

7. Check payment methods

The Payment Methods tab lists the customer’s saved cards with their Status and Expiration. You can Make default (the default card is the one auto recharge uses) or Remove a card, but not add one. Customers add cards from their portal, so card details never pass through your hands.

​

When a customer says they can’t buy

Check these in order.

1. Check Funding. Is the wallet Exhausted? Add funds or get them to.
2. Check caps and budgets, because a full wallet doesn’t lift a cap. Look for Exhausted on their bids. See Budgets and caps.
3. Check the bids themselves on the Bids tab to make sure they’re active and competitive.

Nine times out of ten, it’s the wallet.