What you can do here
You can quickly view all your balances and key movements for each currency. You can also set alerts to get email notifications when a balance reaches or falls below a specific threshold.
For all Demand Partners, we have opened a balance for every currency in preparation for your payment in international. Please view our website for the list of latest currencies available on PayDocker.
Do reach out to us at help@paydocker.com if you do not see a currency you need.
How to access
You can access the Balance Overview dashboard in two simple steps:
1. Click Balances (1) in the left panel, then select Overview (2).
You can easily review account activities for each currency by clicking on the respective currency on the Overview page.
How to Configure
Open a Balance
By default, your local currency should already be opened for you. You may skip this step if you don't require a new currency balance.
- On the Overview page, click + Open a balance.
- In the pop-up, choose the currency (1) for which you want to open a balance, then click Add balance (2).
Set alerts for your balances
Set up email alerts to notify you when your balance reaches or falls below a specific threshold. This helps prevent issues like payments getting stuck due to insufficient funds.
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Click the alert button (you will see a list of available balances).
You will be able to set a balance threshold for each balance.
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Configure the email that will receive notifications when the balance reaches the threshold.
- By default, there is one email entry. Select the blue arrow to add additional email addresses
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Turn on the blue toggle and click Save to activate these settings.
Frequently Asked Questions
Q: What is the purpose of "Open a balance"?
The purpose of opening a balance is to add a new currency that is not yet registered in the account. This allows you to accept new payments from your partners/agents.
Q: Where can I see my available balances?
Under the Overview section, you will find a section titled "Available Balance." This section provides quick information on key movements to your accounts.