Skip to main content
Must know
  • Your own money: a top-up charges a card saved to your club and adds the amount to your balance account. It never touches family payments.
  • Fee and limit: you pay your plan’s card processing fee on top, and each top-up can be up to $10,000.00.
  • Who can do it: only staff with Financial Admin on a verified payment account see Top Up Balance.
  • Not revenue: top-ups are left out of revenue reports and Financial Overview.
What a top-up is. Your balance account is where family payments collect before they are paid out to your bank, and refunds to a card or bank account are paid out of it. A top-up adds your club’s own money to that balance by charging a card from your club’s saved payment methods (the same list Uplifter charges for your subscription), never a family’s card or bank account. Only cards are offered, not saved bank accounts.
1

Open Top Up Balance

Go to Financials > Payouts and click Top Up Balance on the Available Balance card. The Admin role has Financial Admin by default, but the default Accountant role does not.
2

Choose an amount

Pick 100.00∗∗,∗∗100.00**, **200.00, 500.00∗∗or∗∗500.00** or **1,000.00, or type one under Or enter a custom amount (at most $10,000.00). Click Continue.
3

Review the charge

Check Added to your balance, the Card processing fee and Total charged.
4

Pick a card and pay

Choose a saved card or click Add a new card (with none saved, you see No card on file and Add card). Click Confirm & Pay [total].
What happens next. The dialog confirms “[amount] added to your balance”, and each Admin gets a “Balance top-up completed” receipt email. A declined card adds nothing. Starting a top-up for the same amount soon after another that went through or is still processing asks Top up again?, warning that it charges your card a second time. Where top-ups are listed. The Balance top-ups section, below Payout history on Financials > Payouts, shows Date, Card, Recorded by, Added, Fee, Charged and Status. A failed attempt moved no money, so it is not listed. Why you’d need one. When a card or bank refund is more than your balance can cover, the Review refund step shows Insufficient balance with the available and required amounts. Financial Admins also see Top Up & Continue, which opens the same Top Up Balance dialog pre-filled with the refund plus any amount your balance is already below zero. See Why is my refund blocked for insufficient balance?. If your balance goes negative. Your balance can drop below zero, for example after a chargeback. Admins then get the Negative Balance Warning email (“This may delay your next scheduled payout.”). A top-up brings the balance back up. Related: How do payouts to my bank work? · How do I change my payout schedule or pay out now? · How do I refund a customer on a paid invoice? · How do I add, remove, or set a default payment method?