Account Balance (Prepay)

Getting Started

The Account Balance option at LetterStream allows you to fund your account in advance, making future mailings quicker and easier to approve. This guide explains how to add, transfer, and refund your account balance, along with tips for managing it effectively.

In This Article

• Adding Funds to Your Account
• Transferring Balance
• Refunding Balance
• Prepay Payment Attempt Limits

Adding Funds to Your Account

To add funds:

1. Log in as the Account Owner or an Administrator.
2. Hover over the My Account tab and select Billing Information.
3. Locate the "Add Funds to Your Account" section.
   • Minimum load amount: $20
   • Funds are automatically applied to future orders at checkout.

Note: This option becomes available only after at least one job has been completed and mailed.

Transferring Balance

If you happen to have multiple LetterStream accounts, you can transfer funds between them:

• Send an email from the Administrator of each account.
• Our team will facilitate the transfer upon verification.

Refunding Balance

Unused funds in your account are automatically used for upcoming mailings. However, if you decide you no longer need the balance:

• Email us with a brief explanation.
• We will issue a refund to your original payment method.

Prepay Payment Attempt Limits

There is a limit on the number of prepay (credit card) attempts allowed within a 24‑hour period:

• You may attempt up to 5 total credit‑card prepay transactions in any 24‑hour period.
• Within those 5 attempts:
  • Up to 3 successful payments are allowed.
  • Up to 5 failed payments are allowed.
  • Any combination of successes and failures counts toward the 5‑attempt limit (e.g. 3 successful + 2 failed, or 5 failed, or 1 successful + 4 failed, etc.).
• Once the 5‑attempt limit is reached, no further prepay attempts can be made for 24 hours (for that customer account).

This limit applies across all users under the same account, and is in place to help ensure our customers are using the best payment option for their needs. Since the prepay option exists primarily to reduce the number of times you have to enter your payment details, more attempts than this generally points to there being a better way to submit payments. Most commonly, our customers find that adding a higher dollar amount the first time resolves the need to initiate multiple payment attempts.

When utilizing the Account Balance option, we highly recommend setting a Low Balance Alert.