Account Balance overview
Your Account Balance represents the financial balance your company uses to pay for Assembly Rewards redemptions. It is a single, unified balance that applies to all reward redemptions and billing activity.
It shows the total amount available for reward redemptions, and it updates automatically as balance/ funds are added or rewards are redeemed.
You can add balance/ funds to your Account Balance at any time using a credit card, bank transfer, or wire transfer.
All confirmed deposits, redemptions, refunds (if any) will reflect here.
The Account Balance applies only to Assembly Rewards. It does not include subscription payments or any other non-Rewards billing.
Who can use this feature?
Only Admins can view and manage this feature.
Where to find it?
You can view and manage your Account Balance here:
Go to your Admin page
Navigate to Rewards on the left-hand menu
Click Admin → Billing & transactions
Your Account Balance is displayed at the top of the page.
Understanding your balance
Balance values you may see
Positive balance (> $0) – pre-loaded balance/ funds currently available for reward redemptions
Zero balance ($0) – no available funds; you may need to add balance before redeeming
Negative balance (< $0) - Owed amount (only for invoice-billed customers) shown temporarily until the invoice is generated and paid.
Adding balance/ funds to your Account Balance
Adding balance to your Account Balance allows your company to pre-load funds that can be used for Assembly Rewards redemptions by your team.
Once funds are added, the amount becomes available immediately for redeeming rewards.
You can add balance/ funds using:
Credit Card
Bank Transfer (ACH)
Wire Transfer
Funds added appear in your Billing & transactions → Transaction History, along with the status of each payment.
If your organization uses invoice billing, any funds added will first offset any owed amount (if applicable), and the remaining amount will appear as positive balance.
Where to find it?
You can add balance to your Account Balance here:
Go to your Admin page
In the left-hand menu, click Rewards
Select Admin → Billing & transactions
Click Add Balance
Steps to add balance to your Account Balance
Click on Add Balance, you will prompted to enter the amount you want to add to your account balance
Type the amount you want to add (currently only supports USD)
Click Next
Choose your payment mode from one of the following (fee may be applicable):
Credit Card
Bank Transfer
Wire Transfer
Add a new payment method or select from your saved credit card or bank details
Click Pay Now to proceed.
Follow the prompts for the selected payment method.
Once payment is confirmed, the funds are added to your Account Balance and available for reward redemptions.
Adding balance using Wire Transfer
If you select Wire Transfer, Assembly will generate an invoice containing the amount pre-selected for adding balance, and Assembly’s bank details for funds transfer.
Click on Add Balance
Enter the amount → click Next
Select Wire Transfer as your payment mode
Review instructions and payment summary
Click Generate Invoice
Click View/ Download Invoice
The invoice generated will be downloaded on your local device.
You can then complete the transfer using the bank details shown on the invoice. Wire transfers may take 5–9 business days.
Once the funds transfer is received:
The status in the transaction history updates to Success
Your Account Balance increases based on the transferred amount.
A confirmation email is sent automatically.
If confirmation is not received within 7–10 business days, contact Support.
Auto-reload your balance
Auto-reload allows your organization to automatically add funds to your Account Balance whenever it becomes low. This helps ensure your team always has funds available for reward redemptions without manual top-ups.
Feature overview
Auto-reload helps your team maintain a consistent balance by adding funds automatically when your Account Balance falls below a minimum amount you set.
You can configure:
Minimum balance — the balance threshold that triggers Auto-reload
Reload amount — how much to add each time funds run low
Payment method — Credit Card or Bank Transfer
Once Auto-reload is enabled, every successful reload appears in Transaction History, clearly marked as an auto-reload entry.
Note: Auto-reload is turned off by default.
Where to find it?
Go to your Admin page
In the left-hand menu, click Rewards
Select Admin → Billing & transactions
Click on Settings tab → Auto-reload
How to enable Auto-reload for your Account Balance?
Go to the Settings tab
In the Auto-reload section, turn the toggle ON
Enter the Minimum balance you want to maintain as your Account Balance, and click Next
Enter the Reload amount that should be added each time your balance falls below the minimum amount, and click Next
Select a payment method (Credit Card or Bank Transfer)
Review your settings, authorise, and click Confirm Auto-reload to enable Auto-reload for your team’s reward redemptions
All added balance/ funds appear in Transaction History.
Once enabled, you will see:
The Auto-reload enabled within the Settings tab, along with:
Minimum balance you’ve set
Reload amount you’ve set
Selected payment method
To edit these settings, click Edit next to Auto-reload.
How to edit your Auto-reload settings?
Go to Settings → Auto-reload
Click Edit
Update the minimum balance, reload amount, or payment method
Click Save
How to disable Auto-reload for your Account Balance?
Toggle Auto-reload OFF
You will be prompted to confirm the changes
Click Yes, disable to confirm (or click X to cancel)
Note: Auto-reload is disabled by default.
