Payment Methods and Budgets

aytm allows clients to operate with teams. Payments are made using a team's budget combined with payment methods in their wallet, or using personal budgets and payment methods.

Payment Methods

Payment methods such as credit cards can be found in the Wallet of your account. Payment methods can be personal or shared — Team Administrators choose which team members have access to shared payment methods.

From your Dashboard, click Account and select Wallet to find your payment methods. Use the dropdown to sort by team, or type in the search bar to quickly find a specific payment method.

Within your wallet you can view:

• Saved credit cards and their status
• Who each card is shared with
• Management options for each card

Managing Access to a Payment Method

1. Click the gear icon next to the payment method you'd like to manage.
2. Click Manage Access.
3. Click the Add another member dropdown and select the team members you'd like to add. Access is granted automatically.
4. Click × to remove a team member from the payment method.
5. Click Make Private to hide who the payment method has been shared with.

💡 Tip: From this same menu you can also freeze, edit, and remove any credit cards on file.

Budgets

Budgets can be pre-funded using the payment methods in your Wallet. Every team member has a personal budget that cannot be deleted. Team members can add money to their shared and personal budgets and move funds between them.

Moving Funds

1. Go to Account > Budgets to view any budget you have permission to access.
2. Under Manage, click the gear icon next to the budget you'd like to move funds from.
3. Select Transfer funds.
4. Enter the Amount you'd like to move.
5. Select the destination budget from the dropdown.
6. Click Transfer Funds.

Paying for Surveys

When paying for surveys or additional features, you can pay with available budgets and additional payment methods if the selected budget doesn't have enough credits. When subscribing to a plan, at least one payment method must be a valid credit card.

To learn more, see User Types and Adding a Payment.