The wallet vs the subscription
Two different things, often confused:
- Your subscription gives you access to the platform (or to a lead-buying plan).
- Your wallet balance is the money available to pay for leads and other eligible platform charges.
Where to see charges, refunds, and payment history
- Click the wallet icon in the top-right corner of the CRM.
- Open Transactions.
- Every charge, refund, deposit, and subscription activity shows line by line.
Adding money to your wallet
Wallet funds are added through a debit or credit card. The card you add is saved on your account for future top-ups and as a backup payment method.
Seeing your saved cards
In the wallet area you can view both your transaction history and the cards saved on your account.
Requesting a wallet balance refund
- Contact support and request that your unused wallet balance be refunded to your original payment method.
- Allow 5 to 7 business days in most cases for the refund to post. Some processors take 7 to 10 business days depending on the bank.
Refund didn’t show up?
Wait the full refund window first. If it still hasn’t posted, contact your bank. Support can provide an acquirer reference number so your bank can trace the refund through the processor.
One important gotcha
Reversing a subscription charge can put your account into a negative balance, which may block access until the balance is cleared. Don’t request a chargeback through your bank for a CRM subscription you forgot to cancel — cancel and request the refund through support instead.
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