How do I manage a Team Wallet?

Where do I find account wallets?

Open the account, then Payment → Wallets (/accounts/{id}?tab=payment&paymentTab=wallets).

The table columns are Wallet, Primary, Currency, and Balance. There is no search, filter, or kebab on this table.

How do I deposit or withdraw?

Deposit asks for Amount only. Withdraw has no currency field — currency is fixed on the balance / min / max copy.

Guards:

• Buttons stay grey when you are not permitted.
• Withdraw is blocked with “No bank account configured…” and there is no submit.
• The dialog has Cancel and the named action (Deposit or Withdraw).
• Min/max apply. Invalid input shows “Enter a valid amount”.

How do I deposit money into the Account Wallet?

Only Account Owners and Account Admins with Wallet management rights can deposit funds. Deposits are not possible if Operator Transaction is enabled as the payment method.

1. Open the Account and go to the Payment tab.
2. Navigate to Wallets.
3. Select Deposit funds.
4. Select an amount and click Deposit.
5. Complete the payment via the Stripe payment page that opens, using a bank card.

How do I withdraw money from the Account Wallet?

Only Account Owners and Account Admins with Wallet management rights can withdraw funds. Withdrawals are not possible if Operator Transaction is enabled as the payment method.

1. Open the Account and go to Payment.
2. Select Withdraw.
3. Select an amount to withdraw.Withdrawal limits vary by currency.
4. Enter your bank account details or select an existing one.
5. Click Withdraw.

How do I add a bank account?

Only IBAN format bank accounts are supported. If you cannot edit a bank account, contact your Operator.

1. Open the Account and select the Payment tab.
2. Click Settings.
3. Select + Add bank account.
4. Enter your bank details and click Save.

How do I export Wallet transactions?

Only the Account Owner and Account Admins with Wallet configuration rights can export transactions.

1. Open the Account and select the Payment tab.
2. Click Transactions and filter by time period.
3. Click the three dots and select Export to receive a CSV file by email.

How do I export Wallet receipts?

Only the Account Owner and Account Admins with Wallet configuration rights can export receipts. Receipts can be exported for a maximum of 365 days and up to 10,000 transactions.

1. Open the Account and select the Payment tab.
2. Click Transactions and filter by time period.
3. Click the three dots and select Export receipts to receive a ZIP file by email.

How do I refund a Wallet transaction?

Only the Account Owner and Account Admins with Wallet configuration rights can issue refunds. You can refund the full amount or a partial amount. Refunds are issued to the user’s Monta Wallet. If the user was a guest (no account), they need to create an account with the same email to access the refund.

1. Open the Account and find Transactions.
2. Search for the transaction by ID or name.
3. Click the three action dots and select Refund transaction.
4. Fill in the required fields and add a note.
5. Review the refund summary and click Refund to confirm.

How do I enable Operator Transaction as a payment method?

Operator Transaction can only be enabled by Operator users with Manager or Administrator rights. For full details on how this payment method works, see the Operator Transaction setup article.

1. Open the Account and select the Payment tab.
2. Click Settings and then Update billing method.
3. Select Operator Transaction from the dropdown menu.

Once enabled:

• The Account can go into negative Wallet balance.
• A balance-settling transaction between the Operator and Account Wallet is issued at the end of the month.
• Operator Transaction can be disabled from the Settings section of the Payment tab.

How do I restrict where the Account Wallet can be used?

Operators, Account Owners, and Admins can decide where the Account Wallet is allowed to pay for charging sessions. These limits apply to all members and charge keys unless narrower settings are defined at the member or charge key level.

1. Go to Operator Settings →Accountsettings.
2. Click + Newaccountsetting or click an existing setting to edit it.
3. Fill in the Basic information and Member permissions.
4. In the Wallet payment restrictions section, select one or more: Allowed countries
5. Allowed charge points
6. Click Applyaccountsettings.
7. Choose whether to apply settings to all members and charge keys, or keep current settings.

If a member or charge key tries to start a charge outside the allowed countries or charge points, the session is blocked and a message explains that the Wallet cannot be used at that location.