Adding Funds
If you have not set up a Funds Bank account previously, your account will have a default account called Primary with $0 in funds.
To add funds to that account, simply click on the Deposit Funds button and enter the funding method & deposit amount.
Credit card payments are not allowed to pre-fund an account. Please note the payment clearing times for each payment method. For details on the payment options, please review this guide.
Once your deposit has been received & payment has cleared, your Funds Bank balance will be updated and available at checkout when ordering.
Withdrawing Funds
You can request to withdraw funds at any time. Once the request is received, you will need to email your account manager with your bank information or the address for a check payment.
To request to withdraw funds, follow these steps:
Log in and go to the Funding menu option
If you have multiple Funds Bank accounts, select the appropriate account from the Account drop down
Click the Withdraw Funds button
Choose your withdraw method and enter the amount
Send an email to your account manager with the withdraw amount and payment details including your bank information for an ACH or wire transfer, or the mailing address for a check.
Reviewing Deposits & Charges
All transactions specific to your Funds Bank account are tracked under the Funding section. This include all Funds Bank deposits and orders placed with those funds regardless of the purchaser who submitted the order. Purchases that were paid for outside of your Funds Bank account will NOT be tracked here. You can find those orders under the My Orders section or the Reports section.
Once you have transactions in your funding account, each order & deposit will be outlined in the table along with the amounts, applicable dates, status, and invoice ID. Click the View Order link to see the details of that order. You can use the Search field to look up specific invoice numbers.
Using Multiple Funding Accounts
Multiple Funds Bank accounts can be created in order to restrict certain users or groups who have access to your ordering portal to only order from their allowed Funds Bank accounts.
To create multiple accounts and restrict usage of those to specific people or groups:
Create a new Funding Account by clicking on the Add New Account button
Under the Settings section, click on Teams & Permissions
Create a new team by clicking on the Add New Team button, or if the team is already created, select that team from the drop down menu at the top of the page
When adding a new team or editing an existing team, assign the applicable funding account in the drop down
Assign any new or existing user (click the Edit button next to their name) to that team to restrict their access to just the funding account associated with that team.
