EvergreenDocs

Add funds

Add money to your balance with the card on file, see the sales tax before you pay, and find your receipt.

  • Owner · Admin · Billing
  • 2 minutes

Your sessions are paid from a balance. Workspace settings › Billing shows it, and Add funds tops it up. Owners, Admins, and anyone with the Billing delegation can add funds.

Before you begin

Add funds stays disabled until the workspace has a card and an email address for receipts. The hint beside it says which one is missing, and links to the step. Choose Add card on Billing to save a card with Stripe. Evergreen keeps only the card’s brand, last four digits, and expiry, and the number never reaches Evergreen. Billing contact holds the receipts email. See Billing contact and tax.

Add funds

  1. Open the dialog

    On Workspace settings › Billing, choose Add funds.

  2. Pick an amount

    Choose one of the amounts shown, or type your own in Amount. The dialog tells you the range, usually from $50 to $10,000. Under the field, Evergreen estimates what the amount buys at the rate card.

  3. Check the total

    Where sales tax is charged, the dialog shows Amount, Estimated tax, and Total charged. If no tax applies at your billing address, Estimated tax says so. If the workspace has no billing address yet, the dialog asks for one so the tax can be calculated.

  4. Pay

    Choose the button. It shows what the card is charged, for example Add $200.00, or Pay and the total when the dialog shows tax. Evergreen charges the card on file.

A card charge is usually quick, but the balance only moves when the payment settles. Until then the dialog says Balance once the charge clears. When it settles you see New balance and the confirmation, and a receipt goes to your billing email. If you close the dialog first, the balance still updates when the charge completes.

Note

Sales tax is charged on top and never added to your balance. Add $500 and your balance goes up by $500, whatever the tax was.

If something goes wrong

What you see What to do
The card was declined, with the card’s message Try again, or choose Replace card on Billing and use another.
This card can’t be used Try a different card, or contact support.
The estimated tax changed Check the new total and try again. Nothing was charged.
Evergreen can’t calculate tax right now Nothing was charged. Choose Try again in a few minutes.
Your bank wants to confirm this payment Choose Confirm with your bank and finish your bank’s check.

When your bank asks to confirm a payment, nothing is added until it does. If it doesn’t confirm, try again or use another card. A retry after a lost connection doesn’t charge you twice.

Find a payment

Payments lists every card charge with its status, from Pending or Needs the cardholder to Succeeded, Failed, Canceled, Refunded, or Partially refunded. Receipt opens the receipt, and Activity shows each change to your balance. See Statements.

You can also set the balance to top itself up. See Auto-reload.

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