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Sales & money

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.

Where to find it: Settings → Plan & billing → Add-ons & prepaid credit → Top up Owners and admins 2 min

Before you start

  • You're an owner or admin.
  • A debit or credit card.

The steps at a glance

1Open Settings2Open Add-ons3Pick an amount4Pay by card5Automatic top-up6Receipts
Step 1 of 6
  1. In the menu on the left, tap Settings. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KMenuWebsiteAutomationsEmail MarketingTeam & HRIntegrationsSettingsGuides
  2. Under Plan & billing, tap Add-ons & prepaid credit.

    companyflowhq.com/settingsCompanyFlowHQWebsiteAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KAdd-ons & prepaid creditSettingsAdd-ons & prepaid credit
  3. 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-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘K£10£20Or another amount (whole pounds)Add-ons£10£20Or another amount (whole pounds)
  4. Tap the Pay button. A secure Stripe page opens; after paying you come straight back and the credit is added.

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KPay £20Add-onsPay £20
  5. 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-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KAutomatic top-upMost per month (£)50Add-onsAutomatic top-upMost per month (£)50
  6. Every top-up and charge is under Receipts and history. Tap Download CSV for your accountant.

    companyflowhq.com/add-onsCompanyFlowHQCommand Cent…LeadsInboxCallsHelp deskMailUploadsAdd-onsSearch ⌘KTop-up+£20.00Download CSVAdd-onsTop-up+£20.00Download CSV

✅ How do I know it worked?

  • Your new balance shows under Available to spend.

⚠️ Common mistakes

Problem“Payment cancelled. Nothing was charged.”FixYou left the Stripe page before paying. Try again.
Problem“During your free trial, top up by card first.”FixFree trials can only use money added by card. Free credit starts after your trial.
ProblemAutomatic top-up says it is paused.FixYour bank wants you to confirm. Make one card top-up with Save my card for automatic top-ups ticked.

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