Top up your balance
Add prepaid credit by card, get bonus credit on bigger amounts, and switch on automatic top-up if you want it.
Before you start
- You're an owner or admin.
- A debit or credit card.
The steps at a glance
In the menu on the left, tap Settings. On a phone, tap the ☰ menu button at the top first.
Menu Website Automations Email Marketing Team & HR Integrations Settings Guides Under Plan & billing, tap Add-ons & prepaid credit.
companyflowhq.com/settings CompanyFlowHQ Website Automations Email Market… Team & HR Integrations Settings Guides Settings Search ⌘K Add-ons & prepaid credit Settings Add-ons & prepaid credit Under Top up, tap an amount such as £10 or £20 — bigger amounts can include a bonus. Or type another amount in whole pounds.
companyflowhq.com/add-ons CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Add-ons Search ⌘K £10 £20 Or another amount (whole pounds) Add-ons £10 £20 Or another amount (whole pounds) Tap the Pay button. A secure Stripe page opens; after paying you come straight back and the credit is added.
companyflowhq.com/add-ons CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Add-ons Search ⌘K Pay £20 Add-ons Pay £20 Optional: tick Save my card for automatic top-ups when you pay. Then switch on Automatic top-up under Spending limits and set the amount and a monthly maximum.
companyflowhq.com/add-ons CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Add-ons Search ⌘K Automatic top-up Most per month (£) 50 Add-ons Automatic top-up Most per month (£) 50 Every top-up and charge is under Receipts and history. Tap Download CSV for your accountant.
companyflowhq.com/add-ons CompanyFlowHQ Command Cent… Leads Inbox Calls Help desk Mail Uploads Add-ons Search ⌘K Top-up +£20.00 Download CSV Add-ons Top-up +£20.00 Download CSV
✅ How do I know it worked?
- Your new balance shows under Available to spend.
