Communications Wallet — Workflows: step-by-step

This page brings together the most common Communications Wallet tasks as quick, numbered procedures. Each links conceptually to the detailed guide for that area.

Open the wallet

1. Log in to your SwiftFox account.
2. Click Settings in the main navigation.
3. Under Finance & usage, click Wallet.
4. If you use Circles, confirm the correct Circle is selected.

Do a one-off (quick) top-up

1. On the Wallet settings, find the Quick Top-Up card.
2. Click a preset amount, or type a custom amount (for example, 25).
3. Review Net Top-Up, GST and card surcharge in the breakdown.
4. Select a card from the card dropdown if you have more than one.
5. Click Confirm and wait for the confirmation message.

Set up auto top-up

1. Scroll to the Auto Top-Up card.
2. Enter the threshold in When balance is below (for example, 25).
3. Enter the top-up amount in Add (for example, 60).
4. Check the live breakdown for GST and processing fees.
5. Select a card from the Card dropdown.
6. (Optional) Toggle Email Receipts on and enter an email address.
7. (Optional) Set an End Date.
8. Click Save.

Add a payment card

1. Click Manage Wallet.
2. Open the Cards tab.
3. Click Add Card.
4. Select the Provider (typically Stripe).
5. (Optional) Enter a card label.
6. Enter the card number, expiry date and CVC.
7. Click Save.

Remove a payment card

1. Click Manage Wallet.
2. Open the Cards tab.
3. Click the menu (three dots) next to the card.
4. Click Remove.
5. Confirm.

Download an invoice

1. Scroll to the Detailed Activity table.
2. Find the top-up row you want.
3. Click View Invoice.
4. Save or print the PDF.

Check usage and rates

1. In the Fee summary card, review per-unit costs for Emails, Text messages and Calls.
2. Click View usage & rates to open the detail drawer.
3. Click a channel's row to see its inclusions.
4. Close the drawer.

Export transactions to CSV

1. Open the Detailed Activity table.
2. Apply the date filter and quick filter (All Transactions, Usage or Top-Ups).
3. Click Export.
4. The CSV downloads with the currently displayed rows.

Recover from a blocked send

1. Note the "Insufficient wallet balance available" error.
2. Go to Settings → Finance & usage → Wallet.
3. Complete a Quick Top-Up or enable Auto Top-Up.
4. Return to your campaign and click Send (or Confirm and Send) again.