Manage balances
Last updated: April 16, 2025
You can view the balances you hold with Checkout.com using the Dashboard or the API. You can also configure email notifications for certain balance triggers, and manage negative balances.
The Dashboard helps you visualize your balance activity over time, or within a specific time frame.
To view balances and balance activity in the Dashboard, ensure that you have one of the following user roles:
- Administrator
- A custom role with the
View balancespermission
- Sign in to the Dashboard.
- Go to Business account > Balances.
- In the business entity selector, select the client view or entity view.
- Client view – See all sub-accounts of all entities.
- Entity view – See all sub-accounts of a specific entity.
When an entity has multiple sub-accounts, the Consolidated available balance is the total of their Available balances in your account's default currency.
If a sub-account does not have sufficient funds in its Available balance for payouts, you can add funds or enable Funds Pooling.
To see the breakdown of balances in your sub-accounts, call the Retrieve entity balances endpoint, and provide the entity ID as the {id} path parameter.
get
https://balances.checkout.com/balances/{id}
You can be notified whenever funds are added to a sub-account, or its balance falls below a specified threshold. The threshold can be any positive or negative number.
Information
Your sub-account settings determine the threshold currency.
To configure Balances notification types in the Dashboard:
- Sign in to the Dashboard.
- In the business entity selector, select the entity to configure notifications for. Alternatively, to configure notifications across all entities, use the client view.
- Select the Settings icon, and then Settings.
- Select Notifications.
- Open the Balances tab.
- Select the global Enable balance notifications toggle. You will not receive any notifications if this is not enabled.
- If you're using the client view, select the toggle for each entity you want to enable notifications for.
- Select the notification types you want to enable for the entity's sub-accounts.
Your Available balance may be negative because funds have been deducted or withheld for the following reasons:
- Chargebacks
- Fees
- Fixed or rolling reserves
- Refunds
- Settlements
For more information, see your Balance Report and Balance Breakdown Report.