Communications Wallet
Procedural

Accessing & configuring the wallet

Configure wallet settings, top‑up funds, manage cards and alerts

November 2, 2026
ID:
324

The wallet lives under Settings → Finance & usage → Wallet. This page covers how to open it and the three ways it can be configured on your account.

Opening the wallet

  1. Log in to your SwiftFox account.
  2. Click Settings in the main navigation.
  3. Under Finance & usage, click Wallet.

The Wallet settings open. From here you can view your balance, do quick top-ups, configure auto top-up, manage payment cards, and review transactions and summaries.

If your account uses Circles, make sure you have the correct Circle selected before opening the wallet — each Circle may have its own balance and cards.

What's on the Wallet settings

The page is headed Wallet, with a Manage wallet button at the top right. Three cards sit across the top:

  • Available balance — your current balance, whether auto top-up is on or off, and a Set up button for auto top-up.
  • Quick top-up — add funds immediately.
  • Fee summary — per-unit costs for Call, Email, SMS and MMS, with a View usage & rates link for inclusions and detail.

Below them, the Wallet transactions section has three tabs:

  • Daily summary — day-by-day usage and top-ups.
  • Monthly summary — rolled-up usage and spend per month.
  • Detailed Activity — a transaction table with search, filters, sorting and export.

The Manage wallet button opens a drawer with three tabs:

  • Auto top-up — automatic top-up configuration.
  • Cards — saved payment cards.
  • Alerts — emailed payment receipts and low balance alerts.

How the wallet is configured

There are three configuration models. Which one applies to you is set by SwiftFox during account setup.

  • Account-wide wallet — used automatically when your account has no Circles. A single wallet covers all activity, and all usage, top-ups, cards and transactions are shared across the account.
  • Wallet per Circle — each Circle has its own independent wallet, balance, cards and transaction history. Top-ups, auto top-up settings and transactions are isolated per Circle.
  • Shared global wallet — Circles exist but point to the same account-level wallet. All Circles share one balance and see the same transactions and summaries.

Contact SwiftFox Support if you need to change which model your account uses.

See Shared wallets & Circles (Document ID: 327) for full detail on how each model behaves day to day.