If a user in your Sendoso account wants to send an eGift or item priced higher than the amount in their User Balance, they may or may not be able to complete that send.
It depends on how the account Manager or Admin set up the Campaign they want to send.
This article will explain how it works if there are insufficient funds in your Funding Source and individual's User Balance and when adjusted charges will occur. It will also explain what happens for triggered sends in these scenarios.
To see what it looks like on the sender's end, check out this article.
Upon Send Creation
Send via Sendoso.com or Chrome Extension
- If the Campaign is set up to charge to the sender's balance - insufficient balance will not enable users to create new sends
- If the Campaign is set up to charge to a Funding Source - the sender will have the opportunity to add funds to complete the send.
- Add funds will generate an invoice or process the credit card on file depending on the Funding Source type.
- If admin users opt out of this option, the sender will not be able to complete the send creation process.
Send via integration (triggered sends)
Applicable to Funding Source ONLY
- If "Require Approval" is selected at the campaign level (highly recommended for better spend control and fraud prevention), a new invoice or credit card payment will be created for each send approved by admin users.
- If admin users opt out of "Require Approval" at the campaign level, a new invoice or credit card payment will be created for each send created by the integrated 3rd party software.
Adjustment Charges
When would your account incur adjustment charges?
- If the final cost of sends from Sendoso warehouses is greater than the initial charge posted upon send creation
- If the total cost of Amazon item purchase is greater than the initial charge posted upon Amazon send creation
User Balance
- Sendoso will use funds from the user's team's Funding Source to pay for adjustment charges.
- If the user is not part of any team, Sendoso uses funds from the default Funding Source to pay for adjustment charges.
Funding Source
- Prepaid Invoice
- Sendoso will still post the charge to a Funding Source which will lead to a temporary negative balance.
- Low balance alert contacts saved at the Funding Source level will be alerted via email instantly.
- End of day (UTC time 12AM, 5PM PDT, 4PM PST), Sendoso will generate one invoice for any remaining negative balance and send it to accounts payable contact saved at the Funding Source
- Credit Card
- A new credit card payment will be created for each adjustment charge at send level
Upon User Balance Refresh or Rollover (including new user initial budget)
Applicable to Funding Source ONLY
- Prepaid Invoice
- Sendoso will still post the charge to a Funding Source which will lead to a temporary negative balance.
- Low balance alert contacts saved at the Funding Source level will be alerted via email instantly.
- End of day (UTC time 12AM, 5PM PDT, 4PM PST), Sendoso will generate one invoice for any remaining negative balance and send it to accounts payable contact saved at the Funding Source
- Credit Card
- A new credit card payment will be created for each team's reset/rollover or each new user initial budget