Credit Wallet and Accounts

Top up the service credits that pay for SMS and credit reports, set a low-balance alert, and manage funding accounts.

Workflow

  1. 1

    What credits pay for

    Service credits pay for SMS (reminders and notices) and credit bureau reports. Owners and admins open Settings → Credit Wallet to see the Available balance.

  2. 2

    Top up

    Choose Top up. In Top up credits pick an amount or type an Other amount, check You will pay, and choose Continue to payment to pay by mobile money or card. A top-up that was not finished shows Not paid with Continue payment.

  3. 3

    Set a low-balance email

    Next to Email me when the balance falls below, choose Change, enter the amount in Email me below and choose Save, so the team is warned before SMS stop.

  4. 4

    Read the activity

    Filter the activity by All, Top-ups or Spending to see what was added and spent. Download Excel gives the list.

  5. 5

    Funding accounts

    Settings → Accounts holds the tills and bank accounts loans are paid from and repayments are received into. Keep the name and number the same as the real account; a new account may need approval.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

What credits pay for

1 What credits pay for

What to do

  1. 1. Service credits pay for SMS (reminders and notices) and credit bureau reports. Owners and admins open Settings → Credit Wallet to see the Available balance.

You should see

The balance covers the SMS and reports you expect to send.

Funding accounts

2 Funding accounts

What to do

  1. 1. Settings → Accounts holds the tills and bank accounts loans are paid from and repayments are received into. Keep the name and number the same as the real account; a new account may need approval.

You should see

Each funding account matches the real one.