If you are using the directSMS portal on a pre-paid basis, you will need to top-up your balance from time to time in order to continue sending messages. You can also set alerts to notify you when your credit balance drops to a nominated amount, as well as setting up automated top-ups to prevent you from running out of credit.
If you are an admin on the parent account, the “Top-up” button always sits at the top of the page, no matter what screen you are currently viewing. If you are using a sub-account, you will need to switch to the parent account by clicking on your account name and selecting the parent account from the dropdown:
Note - only admins have access to the top-up function. If you are a User and wish to top-up an account, speak to your account admin about changing your role in the web portal.
Topping up your account
Start by going to Account and then Billing, and then click the Top up button which appears in the Subscription details section. Alternatively, you can simply click the Top up option at the top of the screen:
The first time you top up, you will be asked to add a payment method in the form of a credit or debit card. Enter the credit card details and click Add Card:
Next, add the amount by which you would like to top up your account:
If you just want to top up your account this once, click “Top up”
Setting a Balance Notification
You can set up an alert to notify you when your balance drops to a nominated amount. Do this by going to Account, then Billing, and clicking on the option to configure a Balance Notification on your account:
In the resulting modal, simply toggle the switch to activate the notification and then enter the amount at which the balance notification is to be triggered:
When your balance drops to this amount, you will now receive an email alerting you to top-up your account.
Setting an Automatic Top-up
You can set up an automatic top-up, so that you don’t get caught out by running out of credit when you need it most.
To do this, go to Account, then Billing, and click on the option to configure an Automatic Top up:
In the resulting modal, toggle the switch to activate the automatic top up, and set the balance amounts accordingly:
If you would like to talk to someone about moving over to a post-paid plan, contact us at email@example.com or you can click the Upgrade button at the top of the screen in the web portal.
As a post-paid plan holder, you will be able to get access to add-on features such as Automation