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Balance Overview

This view includes 2 sections:

Balance view

1. Balance Summary​

Balance view 2

There are three types of funds:

  • Available: Funds available in your Hello Clever account. The withdrawable is the amount you can withdraw exclude rolling reserves.
  • Incoming: Incoming funds that will land into your Hello Clever account shortly.
  • Outgoing: Funds that will leave your Hello Clever account due to refunds, settlements, chargebacks, and payouts.

Withdraw​

To withdraw funds from your Hello Clever account, click on the Withdraw button. A popup will appear, enter the amount you want to withdraw and click on the Withdraw button.

Withdraw popup

Top up​

To top up your Hello Clever account, click on the Top up button.

Balance view

You can top up your account using the following payment methods:

  • PayID: you can use the PayID in the description to transfer funds to your Hello Clever account.
  • PayTo: you can setup a PayTo agreement with Hello Clever and the funds will be automatically deducted from your bank account and transferred to your Hello Clever account.

2. Balance History​

Balance view 3

The balance history allows you to:

  • View the balance history of your account
  • Filter the history. You can filter the list by:
    • ID, Payment ID or Site name
    • Start date and end date
    • Request type: Payment, Refund, Settlement, Payout, Dispute, Dispute fee
    • Payment method (PayID, PayTo, Credit Card, BSB Account)
    • Status (Waiting, Failed, Done)
  • Export the balance history to your email, please note that the timezone for the exported CSV is AEST.
note

The following are the payment types:

  • Settlement: Funds transferred to your bank account.
  • Payment: Funds received from customers.
  • Refund: Funds returned to customers.
  • Payout: Funds transferred to customers.