🚨 Viewing and managing Billing requires a Super Admin role type.
Add Credit Card(s) to Fund Incentive Budgets
In the top right corner of Rally, select your user icon and select 'Settings'.
From the sidebar, select 'Billing'.
In Add New Card, enter all required details for the credit card(s) you'd like to use to add money to your Incentive fund:
Full Name of the cardholder.
Credit Card number
Expiration Date (MM/YY)
CVC
Confirm all details are correct and select 'Save'.
🚨 Funding your incentives with a credit card adds a 3% processing fee. To avoid the 3% fee, easily fund your incentives via ACH transfer instead.
Receipts for credit card charges will be emailed from Stripe to the person who added the funds to Rally. If you need an additional copy of these receipts, please contact us. Most customers instead opt to remove the overhead while also avoiding the 3% processing fee by requesting an invoice for incentives every quarter, adding $5-10k or more at a time to cover incentives for a longer period of time.