---
title: "Wallet - How to Configure Reload Settings"
canonical: "https://support.crosslinktax.com/space/CSC/1869295468/Wallet%20-%20How%20to%20Configure%20Reload%20Settings"
format: markdown
---
> ℹ️ This article demonstrates how to configure a Wallet’s **Reload Settings** for **Auto Reload**,** Pay-As-You-Go **and** Manual Reload**.

> 📝 *Review the key information below before configuring your wallet settings:*
> 📝 
> 📝 1. **Invoices are generated upon** E-Filing a business return, receiving a signed document through Remote Signature Request (RSS), and E-Filing a non-Bank product 1040 return to the IRS.
> 📝 2. **Invoices are then paid off** **with the balance on the Wallet**. Invoices will never directly charge a vaulted Credit/Debit card nor a vaulted ACH.  *This means keeping a positive balance is required in order to pay-off invoices.*
> 📝 3. **Auto Reload** and **Pay-As-You-Go** can ONLY be used with the vaulted Credit/Debit card and not a vaulted bank account (ACH).

---

 

**Follow the instructions below to successfully configure your wallet reload settings:**


![image](media://fd890f3c-068e-47d0-b208-d7ff0c98b174)



- Access the **Wallet** that needs automatic reloading set up.
- Click **Reload Settings**.






![image](media://606d409b-3d55-46c8-b270-82c8fea999bb)


- **Choose Your Subscription Type** from the drop-down menu:
  - **Auto Reload: **this settings will automatically reload the Wallet Balance from the vaulted Credit/Debit card.
  - **Auto Reload Minimum Balance** drop-down menu: this amount is the threshold and will trigger an auto load.
  - **Auto Reload Amount **drop-down menu: this sets the amount that the auto load will add to the balance if the condition is met.

> 📝 *Upon generating a new invoice, if Wallet balance is equal to or less than the "Auto Reload Minimum Balance", then an Auto-Reload will be processed before the actual payment of the invoice.*

> 📝 *Reloading the Wallet prior to utilizing ****Auto Reload**** is highly recommended.*


![image](media://848b2276-2005-40ff-b743-e7da79364a03)


- **Pay-As-You-Go**: this setting will automatically load with enough money prior to payment. The Wallet can have a zero balance (or less) – and, as soon as a request for payment via Invoice comes in, the Wallet will be replenished with enough money to cover the invoice.
  - Mark the **checkbox** to authorize the Credit/Debit card to be used automatically and select** Save.**

> 📝 *This is not a recommended setting for any Wallet owner as it may result in many charges against the wallet owner’s default payment method.  ****Manual**** or ****AutoReload**** is recommended.*


![image](media://eed6416d-0b29-4bed-8faa-4ca875492cd2)


- **Manual Reload**: this setting will require the Wallet owner to process a manual reload the balance using a Vaulted Credit/Debit card or bank account (ACH).
  - Mark the **checkbox** to allow a prompt to appear whenever for insufficient funds.

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