Perkup

PerkUp Help Center

You will notice 3 different numbers when viewing your company balance. These include Balance, Outstanding funds, and Difference: 

This reflects how much money is currently available to be spent. 

 This shows how much money’s worth of rewards has been sent out. 

This is the result of your balance being subtracted from your outstanding funds. A negative difference implies that company funds of that amount need to be added to compensate for the sent rewards.

In this case, Acme Inc. has a $149.21 balance that’s available to be spent but has sent $174.07 worth of rewards (the outstanding amount). 

If all recipients were to spend their rewards, Acme Inc. would need to add a minimum of $24.86 (the difference amount) to the company balance for successful transactions to be made. 

 that if the company balance is not topped up to meet the minimum difference, users can experience declined transactions due to insufficient organization funds. 

Please don’t hesitate to contact our support team if you have any further questions about your company balance as well! 

Learn how to read and understand the aspects of your company balance to ensure your organization's budget is always readily available.

Understanding your company balance

Adding company funds to PerkUp is a breeze! 

It’s important to keep your company balance topped up to ensure your team can spend their rewards at their own pace and don’t experience a declined transaction. 

1. When adding funds to your balance, navigate to the 

2. Once here, click on the blue “Add Funds” button on the top of your screen. It will open a pop-up that should look like this:

3. There are 2 available payment options - Credit Card or ACH Credit Transfer. 

 we recommend using this payment method to add funds if the amount you are adding is less than $1,000. You can enter the desired amount along with the payment information. Please note that a 3% processing fee exists for credit card payments. 

All previous invoices are available on the 

 ACH stands for “Automated Clearing House Network” and offers electronic, bank-to-bank transfers of funds. We suggest opting for this payment method if you are adding $1,000+ into your company balance.

 to learn more about maintaining organization funds in PerkUp! 

Please don’t hesitate to contact our support team if you have any further questions about your company balance as well!

Learn how to add funds to your company balance and allow employees to spend their rewards.

How to add funds to your company balance

 to issue invoices and receive payments by credit card or bank transfer. 

When making a bank transfer, Stripe matches the payment to an invoice by checking for an invoice number in the memo field of the transfer. Stripe will fulfill any invoices that they find a match for. If Stripe can't find a match, they will fulfill the oldest outstanding invoice of the same amount. 

In summary, if you'd like to pay a specific invoice by bank transfer, 

make sure to include the invoice number in the memo field of the transfer. 

Admin: Balances & Invoicing

Understanding your company balance

How to add funds to your company balance

Paying invoices by bank transfer