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Account Payment Methods & Budgets

aytm allows clients to operate with teams. Teams may contain one user or more. Payments are executed by either using teams' budget combined with the payment methods available in their wallet, or by using personal budgets and the payment methods.

 

Payment Methods

Payment Methods, such as credit cards, can be found in the Wallet of your account. These payment methods can be personal or shared and Team Administrators can choose which team members have access to shared payment methods.
 
From your Dashboard, click account and select Wallet to find your payment methods.
 
  1. Use the drop-down menu to sort through Teams and view their payment methods.
  2. Type the name of a payment method in the search bar to quickly access a budget within the team.

Within your wallet, you can find:

  • Saved Credit Cards
  • The status of the Credit Card
  • Who the card is shared with
  • Management of the card
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Manage Access of a payment method

  1. Click the gear icon next to the payment method you'd like to share.
  2. Click Manage Access.
  3. Click the Add another member dropdown and select the team member(s) you'd like to add. Access will be granted automatically.
  4. Click the x to remove a team member from the payment method.
  5. Click Make Private to hide who the payment method has been shared with.

Note: Under this menu you can also freeze, edit and remove any credit cards on file.

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Budgets

Budgets can be pre-funded using the payment methods found in your Wallet. Every team member will have a personal budget that can not be deleted. Team members can add money to their shared and personal budgets and move money between them. 2026-02-24_15-50-50.png

 

Moving Funds

  1. Navigate to Account Budgets to view any budget you have permission to access.
  2. Under Manage, click the gear icon relative to the budget you would like to move funds from.
  3. Select the Transfer funds option.
  4. Enter the Amount you'd like to move.
  5. Select the destination budget from the drop-down menu.
  6. Click Transfer Funds.
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Paying for Surveys

When paying for surveys or additional features, users can pay with available budgets, and additional payment methods if the selected budget does not contain enough credits. When Subscribing to a subscription plan at least one payment method must be a valid credit card. 5f53360346ec8.png

To learn more about user account types or adding payment methods, click the buttons below:

User Types
Adding a Payment


If you have any additional questions please reach out to support@aytm.com or click the chat bubble at the bottom right to start a conversation. We look forward to hearing from you!