From the Dashboard
Viewing Balances
- Go to the Customers page
- Click on a customer to view their details
- Their balances are displayed in the Balances section, including breakdown by source
Modifying a Balance
To set or add to a feature’s balance:- Navigate to the customer’s detail page
- Under the balances section, click on the feature you want to modify. If there are stacked balances, choose the one you want to modify.
- Choose whether to set the balance to a specific value or add to the balance
- Enter the amount and save
Creating Standalone Balances (API)
You can use the/balances/create endpoint to grant balances independent of any plan, for example to issue one-time promotional credits, referral rewards, or make manual customer adjustments.
You can also set expiration dates for promotional usage grants and configure reset intervals.
Updating Balances (API)
Use the/customers/{customer_id}/balances endpoint to set balances for a customer.

