# Wallet & Billing

The **Wallet & Billing** system in Open Letter Connect (OLC) allows you to pre-fund your account for seamless mailer processing. Every order draws from your wallet balance to ensure timely production without delays.

This guide walks you through **adding funds**, **managing payment methods**, **understanding automatic funding**, and **tracking your transactions**.

## Adding Funds to Your Wallet

{% embed url="<https://www.loom.com/share/2824705f6d8b42de91302fd34e5fa5b1?sid=8042fc08-1038-4e96-92d5-3fa8dad45216>" %}

1. **Log in** to your OLC account at [app.openletterconnect.com](https://app.openletterconnect.com).
2. Click on **Wallet** from the left sidebar.
3. Click the **“Add Funds”** button.

   <figure><img src="/files/z7XZnjjfpyv1rT3d6olV" alt="" width="419"><figcaption></figcaption></figure>
4. Choose your **payment method** or add a new card.
5. Enter the amount you'd like to add.
6. Confirm the transaction and your wallet balance will update immediately.

> 💡 **Tip:** Keep a buffer balance to avoid interruptions in your mail campaigns.

## Automatic Funding (Auto-Funding)

Automatic funding ensures that your mailers are **never held up due to insufficient funds**.

* If your wallet doesn’t have enough to cover an order, OLC will **automatically charge your credit card** for the remaining amount.
* The **minimum auto-charge is $50**.

#### 🔧 Enabling or Adjusting Auto-Funding:

1. Navigate to the **Wallet** page.
2. Click **“Enabled”** next to **Automatic Funding** or **Update** to adjust the minimum top-up amount.

<figure><img src="/files/fu1qTX6m1An8Yx2QsNOr" alt="" width="385"><figcaption></figcaption></figure>

> 🧠 **Note:** Auto-funding ensures smooth processing of large campaigns or unexpected order surges.

## Managing Payment&#x20;

1. Go to the **Wallet** section.
2. View your current **payment methods** on the right panel.
3. Click **“Add Payment Method”** to add a new credit or debit card.
4. You can store **up to 3 cards** and set **one as your default**.

   <figure><img src="/files/ioGBSaYTmCsNeafEAVgb" alt="" width="497"><figcaption></figcaption></figure>

## Reviewing Transaction History

Your **Transaction History** records every wallet-related activity, including:

* Funds added (manually or via auto-funding)
* Mailer charges
* System adjustments (if applicable)

#### How to Review or Export Transactions:

1. Go to the **Wallet** page.
2. Scroll down to the **Transaction History** table.
3. Filter by **date** or **transaction type** (e.g., Mailer Sent, Funds Added).
4. Click **Export** to download your transaction log (CSV).

<figure><img src="/files/53dFSje3uh7k6BYvmWvD" alt="" width="563"><figcaption></figcaption></figure>

## Methods

> 🔍 **Note:** Transaction records are retained indefinitely for your reference.

## Refunds & Adjustments

* **All sales are final.** OLC does not offer refunds once wallet funds are used or orders are processed.
* If you experience a technical issue or have questions about a transaction, contact <support@openletterconnect.com>.

## Wallet & Billing FAQ

**1. How are my orders paid?**\
The system first uses your wallet balance. If an order costs more than what is left in the wallet, we charge the active card on file, <mark style="color:orange;">**but only when Auto-funding is turned on.**</mark> This keeps as many orders as possible moving without delay.

**2. What is Auto-funding, and why should I use it?**\
Auto-funding tops up your wallet automatically when the balance cannot cover the next order. You choose the top-up amount. Turning it on prevents “**Payment Failed**” holds after hours or on weekends.

**3. My order says “On Hold” or “Payment Failed.” What do I do?**\
Add funds to the wallet or enable Auto-funding, then open the three-dot menu on the order row and click **Pay and Process Order**. The order will move back to "**Scheduled"** status right away.

**4. Can I reschedule or cancel an order?**\
Yes. In **Orders**, click the three dots next to the order and choose **Reschedule** or **Cancel Order**. You can cancel until midnight UTC of the mail date. A cancelled order is fully credited back to your wallet.

**5. How do I preview my mail piece before it sends after I place my order?**\
Select **Mailer Proof** in the three-dot menu. A PDF downloads so you can review the layout, merge fields, and any QR codes.

**6. Is there a minimum wallet load, and can I withdraw unused funds?**\
Manual wallet loads start at $50. Wallet credits never expire and roll into future campaigns. At this time, funds cannot be withdrawn to a bank account.

**7. How do I update or change my payment method?**\
Go to **Accounts › Wallet › Add Payment Methods** to add a new card, set it as default, or remove an old card. The wallet and Auto-funding always use the current default card.

**8. Where can I find transaction records?**\
All wallet loads, Auto-funding events, and Pay and Process charges appear under **Account ›** **Wallet › Transactions**.<br>

Need more help? Reach out to our team at <support@openletterconnect.com>.


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