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

1. Log in to your OLC account at app.openletterconnect.com.

2. Click on Wallet from the left sidebar.

3. Click the “Add Funds” button.

   
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.

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

Managing Payment

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.

   

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).

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 [email protected].

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, but only when Auto-funding is turned on. 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.

Need more help? Reach out to our team at [email protected].