Auto-reload
Let Evergreen add funds for you when the balance runs low, with a monthly cap and a daily limit so it can't run away.
Auto-reload charges the card on file when your balance runs low, so sessions don’t stop. It needs a card and a receipts email, and where sales tax applies it needs a complete billing address too.
Turn it on
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Open Auto-reload
On Workspace settings › Billing, choose Auto-reload, or use the switch in the Auto-reload card.
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Set the trigger and the amount
Trigger is the balance, in dollars, that starts a top-up. Evergreen adds funds when the balance is at or below it. Amount is how much it adds. The amount has to fall within the range you can add by hand.
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Set the limits
Open Limits to set the Monthly cap, which defaults to four times the amount, and Top-ups a day, which is how many times a day Evergreen may add the amount, from 1 to 10. It defaults to 1.
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Choose Turn on
The dialog restates the rule in a sentence, such as “When the balance falls to $20, add $200, up to $800 a month.”
Evergreen checks the balance every time usage is booked, rather than on a timer. A turned-off auto-reload keeps its figures, so you can turn it back on later.
The limits
The Monthly cap has to be at least the amount. An automatic top-up that would pass it is skipped and nothing is charged, and the Automatic top-up cap reached email tells you when top-ups start again. The daily limit counts top-ups per Pacific billing day. Raising the daily limit doesn’t get around the monthly cap.
While auto-reload will cover the balance, Evergreen holds back the Low balance email.
When a top-up fails
When the card is refused, Evergreen sends an Automatic top-up failed email. After three refusals in a row, Evergreen pauses auto-reload and the email says so. Evergreen doesn’t retry the same card on the same billing day, so the three are usually a day or more apart. A different card is tried straight away.
A top-up can also need your bank’s approval. Then you get Top-up needs authentication, and it counts as a refusal. Add funds by hand on Billing, where your bank can ask you to confirm.
Auto-reload pauses when:
- The card was refused three times in a row.
- The card was removed in Stripe. Add a card, or turn auto-reload off.
- The billing address can’t be found for sales tax. Until it’s fixed, automatic top-ups are skipped.
- The amount is below the minimum top-up, because the minimum went up after you saved it. Save a new amount to turn it back on.
The Automatic top-up failed email tells you about refusals, and Card removed tells you about the card. A missing or unusable address, or an amount below the minimum, pauses auto-reload without its own email, and the Low balance email can then arrive, because auto-reload no longer covers the balance.
A paused auto-reload still shows as on. Billing says Paused since and the date, and why.
Start it again
Fix the cause, such as a new card or a complete address, then choose Resume. That clears the failure count. If your balance runs out in the meantime, see When the balance runs out.
Tip
A trigger of $0 only reloads once the balance is used up. Set it higher if you’d rather the balance never gets that low.
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