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What this is

This is the top Low balance tab under the Cards module in the merchant dashboard (left nav Cards -> top tab Low balance, title “Low balance alert”, subtitle “Balance thresholds and notification recipients”). Merchants use this page to configure low-balance alert rules for an issuing account: set one or more balance thresholds and a list of notification emails for an account, and the system sends an email when that account’s balance falls below a threshold, helping avoid card transactions failing due to insufficient account balance. Use this page to set up a balance warning, change thresholds/recipients, or pause or delete an alert.

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Steps

Open: left nav Cards -> top Low balance tab. The list shows configured alert rules. Filter (top): Account ID, Account name, Nick name, Email, Status (All statuses / Opened / Closed), Created (date range); a Clear all option appears once filters are active. Create a new alert (the Create alert button in the top right only shows if you have write permission):
  1. Click Create alert in the top right.
  2. Choose an Account (the issuing account; the dropdown lists eligible accounts, already-selected accounts can’t be chosen again).
  3. Fill in Notification emails (separated by ; or ,, up to 3, must be valid emails).
  4. Set Thresholds: fill in Amount (must be > 0) + Currency (options come from currencies the account actually holds a balance in); click Add threshold to add more, up to 3 thresholds per account, and no duplicate “amount + currency” combinations.
  5. To configure multiple accounts at once: click Add account to add another account block (capped at the number of eligible accounts, up to 20 accounts).
  6. Click Save.
Edit: … -> Edit on a row, change the emails/thresholds, then Save (the account cannot be changed while editing). Open / Close: … -> Open alert or Close alert on a row, then confirm in the dialog. Once closed, the rule is retained but no longer sends alerts. Delete: … -> Delete on a row, then confirm in the dialog (this also removes that alert’s notification recipients). View details: … -> View details on a row opens a side panel showing the account, alert information, and timeline.

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Fields and statuses

List columns: Status: Create/edit form fields: Details panel sections: Account (Account name, Account ID, Short account ID, Nick name), Alert information (Reference, Thresholds, Notification emails, Status), Timeline (Created, Updated).

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Edge cases and troubleshooting

  • Can’t see “Create alert / Edit / Open/Close / Delete” buttons: these actions require write permission; read-only roles can only view (View details).
  • List shows “No alerts yet”: no alerts have been configured yet; the hint reads “Alerts will appear here after configuration.” — click Create alert to add one.
  • Filtered to “No alerts match your filters”: adjust filters or click Clear all to reset.
  • Selected an account but the currency dropdown is empty / shows “Please create a balance account first”: this account has no balance account yet — a balance account must exist before you can set threshold currencies for it.
  • Can’t add a threshold: up to 3 thresholds per account, and no duplicate “amount + currency” combinations are allowed; amount must be greater than 0.
  • Email error: up to 3 emails, all must be valid, separated by ; or ,.
  • Want to pause an alert without deleting it: use Close alert — this keeps the rule and stops notifications without deleting it.

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Common questions (Q&A)

  • Q: How do I set up a low-balance / insufficient-balance alert? A: Left nav Cards -> top Low balance tab -> Create alert, choose an account, fill in notification emails, set the threshold amount and currency, then Save.
  • Q: How many thresholds and emails can one account have? A: Up to 3 thresholds and up to 3 notification emails per account.
  • Q: How does it notify me when the balance falls below a threshold? A: The system sends an email to the configured notification emails.
  • Q: How do I pause an alert without deleting it? A: Select Close alert from that rule’s … menu — the rule stays but no longer sends notifications; use Open alert to reactivate it later.
  • Q: How do I change an alert’s email or threshold? A: Select Edit from that row’s … menu, make changes, then Save (the account itself can’t be changed while editing).
  • Q: Why don’t I have a “Create alert” button? A: Creating/editing/deleting requires write permission; read-only roles can only view.
  • Q: The currency dropdown is empty when setting a threshold? A: This account has no balance account yet — create one first; currency options come from the account’s actual balances.
  • Q: What do Opened and Closed mean? A: Opened = the alert is on and will send notifications; Closed = it’s off, the rule is retained but no notification is sent.
  • Q: Why is this page in English? A: This page’s interface is currently in English; functionality is unaffected — use the English labels as-is.