Transfer funds between different teams under the same organization
Overview
If you're an Admin on multiple teams, you can transfer funds between them.
Instructions
Make sure you are logged into the team with the funds you'd like to move in the dropdown on the left-hand side of the dashboard
-
In the left-hand menu, click either Home or Billing > Account balance to navigate to the account balance widget
-
Select Explore all ways to add funds and select Transfer between teams
- Enter the amount and the team you'd like to transfer the funds to
The transfer will take place immediately.
Planning on sending funds to a different account?
If you'd like to send funds to a team under a different master organization, these transfers require manual review by our team before funds become available. This process takes one business day.