Have you ever found yourself unsure how your platform is funded, how to make sure there’s enough money to cover redemptions, or whether you have enough points to send out awards?
You’re not alone, and that’s exactly why we implemented the new Customer Managed Billing method. This method gives you full visibility and control over your funds and points, helping you stay in sync and avoid surprises.
If you’re not already using our Customer Managed Billing method, now’s the perfect time to make the switch!
With Customer Managed Billing, points are added to your platform every time a payment is received. Allowing you to maintain a 1:1 ratio between your funding and available points. This not only gives you more control over when and how you award points but also helps avoid redemption delays due to low balances.
Here’s how you can add funds to your platform:
💳 Credit Card
Deposit funds instantly!
🏦 ACH Transfer
Upload your bank info and initiate ACH payments directly on the platform.
No processing fees! Funds and points are typically available in 3–5 business days.
🧾 Request an Invoice
Prefer invoicing? No problem! Especially helpful for international organizations or those using currencies other than USD. Invoices are sent within 48 business hours of your request.
This method helps ensure uninterrupted redemptions and gives you the flexibility to manage your program on your terms.
Not using Customer Managed Billing yet?
Reach out to your CSM or the TCSM Team today to learn more and make the switch!
