Balance & Payouts

​

Overview

The Balance & Payouts section manages all financial operations tied to your campaign wallet. This includes topping up your balance to pay for leads, requesting withdrawals of earned funds, reviewing settlement history, and managing the payment methods connected to your account.

---

​

Wallet System

Every organization in Pingtree has a wallet balance that is used to pay for leads as they are processed. When a lead is accepted and distributed, the associated cost is deducted from the wallet automatically.

Tip: Set up auto-recharge to ensure your campaign never goes offline due to an empty wallet — especially during high-volume periods.

---

​

Auto-Recharge

Auto-recharge automatically tops up your wallet via Stripe when your balance drops below a set threshold. To configure auto-recharge:

1. Navigate to Balance & Payouts within your campaign.
2. Toggle on Auto-Recharge.
3. Set the threshold amount — the balance level that triggers a recharge (e.g., $50).
4. Set the recharge amount — how much to add each time (e.g., $200).
5. Confirm the payment card to charge.
6. Save your settings.

Once enabled, Pingtree will automatically charge your default payment card whenever your balance hits the threshold, keeping your campaign running without interruption.

---

​

Manual Recharge

If you prefer to top up your wallet on demand, use the Manual Recharge option:

1. Click Add Funds or Recharge Wallet.
2. Enter the amount you want to add.
3. Select the payment card to charge.
4. Confirm the transaction.

The funds will appear in your wallet balance immediately after the payment is processed.

---

​

Withdrawal Requests

If you have an available balance that you want to withdraw (for example, affiliate earnings or a refund), you can submit a withdrawal request. To request a withdrawal:

1. Navigate to Balance & Payouts.
2. Click Request Withdrawal.
3. Enter the withdrawal amount (must not exceed available balance).
4. Submit the request.

​

Withdrawal Approval Workflow

Withdrawal approvals are handled by your account admin or the Pingtree platform team depending on your organization’s setup.

---

​

Settlements

Settlements allow you to reconcile outstanding balances with sources (such as marketing partners or affiliates) directly within Pingtree. To create a settlement:

1. Navigate to Balance & Payouts → Settlements.
2. Select the source with an outstanding balance.
3. Enter the settlement amount and any notes.
4. Submit the settlement for processing.

Settlements are recorded in the transaction history and linked to the relevant source for audit purposes.

---

​

Transaction History

The Transaction History table shows a complete log of all wallet activity: Use the date range filter to narrow history to a specific period. You can also export the transaction log as a CSV for reconciliation.

---

​

Stripe Express Accounts

To receive payouts directly from Pingtree, you need a connected Stripe Express account. This allows Pingtree to transfer funds to your bank account securely. To connect a Stripe Express account:

1. Navigate to Balance & Payouts → Payout Account.
2. Click Connect with Stripe.
3. Follow the Stripe onboarding flow to link your bank account.
4. Once connected, approved withdrawals will be deposited directly to your bank.

---

​

Payment Cards Management

Manage the payment cards used for wallet recharges:

• Add a Card — Add a new credit or debit card via the secure Stripe payment form.
• Remove a Card — Delete a card that is no longer in use.
• Set Default Card — Designate which card is used for auto-recharge and manual top-ups.

Note: Card details are stored and processed securely by Stripe. Pingtree does not store raw card numbers on its servers.