--- title: eHub Wallet User Guide description: The Wallet & Payments section in eHub allows you to manage balances, subscriptions, payment methods, transaction history, and financial documents. This guide walks you through each part of the interfa --- [Skip to content](https://knowledge.ehub.com/wallet-payments-ui-overview#main-content) English Show submenu for translations ![eHub-Logo-FullColor-May-15-2024-07-27-43-6708-PM.png\]](https://knowledge.ehub.com/hs-fs/hubfs/eHub-Logo-FullColor-May-15-2024-07-27-43-6708-PM.png?height=40&name=eHub-Logo-FullColor-May-15-2024-07-27-43-6708-PM.png) - [Default HubSpot Blog](https://essentialhub-6313960.hs-sites.com/) Open main navigation Close main navigation - [Default HubSpot Blog](https://essentialhub-6313960.hs-sites.com/) - English Show submenu for translations - Go to ehub.com Go to ehub.com Welcome to eHub Support! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://knowledge.ehub.com/?hsLang=en) 2. [Finance](https://knowledge.ehub.com/finance?hsLang=en) 3. [eHub Wallet](https://knowledge.ehub.com/finance?hsLang=en#ehub-wallet) # eHub Wallet User Guide The **Wallet & Payments** section in eHub allows you to manage balances, subscriptions, payment methods, transaction history, and financial documents. This guide walks you through each part of the interface and how to use it. > For a high-level explanation of what the eHub Wallet is and its features, see the [eHub Wallet Overview](https://knowledge.ehub.com/ehub-wallet?hsLang=en). --- ### **Navigation![Screenshot 2025-09-17 at 11.19.18 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.19.18%20AM.png?width=223&height=205&name=Screenshot%202025-09-17%20at%2011.19.18%20AM.png)** - **[Wallet](https://knowledge.ehub.com/wallet-payments-ui-overview#wallet):** Go to **Finance → Payments → Wallet** - **[Transactions / Reports](https://knowledge.ehub.com/wallet-payments-ui-overview#transactions-and-reports):** Go to **Finance → Wallet → Transactions** - **[Documents](https://knowledge.ehub.com/wallet-payments-ui-overview#documents)(Invoices & Statements):** Go to **Finance → Payments → Documents** --- ### **Wallet Overview** The **eHub Wallet** is your central place for managing funds within eHub. It provides real-time balances for **eHub Cash** (prepaid funds) and **eHub Credit** (postpay, if enabled), while also allowing you to manage subscriptions, payment methods, transactions, and financial documents. > **Permissions required** > Only users with **Owner** permissions can add, edit, or remove payment methods and change the default payment method in Wallet. If you don’t have Owner permissions, contact your account Owner to make updates on your behalf. The Wallet screen displays three main account types: - **[Cash](https://knowledge.ehub.com/wallet-payments-ui-overview#Cash)(eHub Cash)** – prepaid balance available for shipments. - **Credit (eHub Credit)** – postpay credit, if enabled. If not, you will see an option to **Set up eHub Credit**. - **[Subscriptions](https://knowledge.ehub.com/wallet-payments-ui-overview#subscriptions)–** lists your active eHub plans and any unpaid balances. - **[Payment Methods](https://knowledge.ehub.com/wallet-payments-ui-overview#payment-methods)**– manage your stored cards and bank accounts, add new methods, and set a default. > Note: There are no fees to maintain your eHub Wallet. Standard carrier charges and normal payment processing fees apply. --- ### **Cash Menu Options** In the **Cash** section, click the three-dot menu to access: - **Edit** – adjust reload settings and account options. - **Auto-Reload Trigger** – the balance threshold where auto-reload activates. - **Auto-Reload Amount** – the amount automatically added when the balance falls below the Auto-Reload Trigger threshold. - **Transactions** – quickly navigate to the transaction history for this account. ![Screenshot 2025-09-17 at 11.55.43 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.55.43%20AM.png?width=688&height=228&name=Screenshot%202025-09-17%20at%2011.55.43%20AM.png) **Adding Funds** To add funds to your eHub Cash balance: 1. Click **Add Cash**. 2. In the **Add Funds** window: - **Enter Amount** – type the dollar amount you want to add. - **Select Payment Method** – choose from your saved methods. - If paying with a credit card, a **Credit Card Fee Percentage** is displayed. - Check the box to agree to the **terms and conditions**. 3. Click **Add Funds**. --- ### **Subscriptions** The **Subscriptions** section lists your active eHub plans, such as: - eHub Ship - eHub Network - eHub Billing Features: - **Unpaid Balance** is displayed here with a **Pay Now** option. - Select **Change Plan** to be redirected to the Subscriptions page. - Click the **three-dot menu** next to a subscription to change its **Payment Method**. - You will see a pop-up window showing your saved payment methods. - You can select an existing method, or add a **New Payment Method**. ![Screenshot 2025-09-17 at 11.41.28 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.41.28%20AM.png?width=600&height=310&name=Screenshot%202025-09-17%20at%2011.41.28%20AM.png) --- ### **Payment Methods** Manage your cards and bank accounts under **Payment Methods.** - **Add New** to store additional methods. - **Edit** or **Remove** existing ones. - Expired payment methods remain visible for two months before being removed. - If a credit card is used, the **Credit Card Fee Percentage** is displayed. - **Note:** You cannot remove a default payment method unless you replace it with another. ![Screenshot 2025-09-17 at 11.43.08 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.43.08%20AM.png?width=600&height=161&name=Screenshot%202025-09-17%20at%2011.43.08%20AM.png) --- ### **Transactions & Reports** The **Transactions** section provides a full record of your account activity. #### **Viewing Transactions** - Navigate to **Finance → Wallet → Transactions.** - View up to **50 transactions per page** - Filter by: - **Transaction Type:** Balance Adjustment, Shipment Purchase, Shipment Adjustment, Shipment Refund, Card Reload. - **Date Range.** #### **Exporting Transactions** - Click the **Export** icon. - Choose from: - **Basic Export** – includes summary fields such as Transaction ID, type, date, amount, account balance, customer/service info, and tracking number. - **Detailed Export** – check *Include Shipment Detail in Export* to add order numbers, postal codes, addresses, zones, weights, rate calculation type, and shipping cost. - For additional guidance: See [How to Access Transaction Reports in eHub Ship](https://knowledge.ehub.com/how-to-access-transaction-reports?hsLang=en) for more detailed instructions on working with transaction reports. ![Screenshot 2025-09-17 at 11.44.17 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.44.17%20AM.png?width=600&height=192&name=Screenshot%202025-09-17%20at%2011.44.17%20AM.png) --- ### **Documents** The **Documents** section provides access to invoices and account statements. #### **Navigation** Go to **Finance → Payments → Documents.** #### **Using the Documents Page** Use the dropdown to **Select Document Type:** - **Invoice** – individual billing items. - **Statement** – account-level summary. - **All** – displays both invoices and statements together. This is the default view if neither “Invoice” nor “Statement” is selected. Filter by **Date Range** to narrow results. ![Screenshot 2025-09-17 at 11.45.08 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.45.08%20AM.png?width=600&height=239&name=Screenshot%202025-09-17%20at%2011.45.08%20AM.png) #### **Viewing & Downloading** Each document entry includes: - **Document ID** - **Amount** - **Issued Date** - **Payment Status** Click a Document ID to view or download the full PDF. #### **Invoice Contents** Invoices include: - **Bill To** **information** (customer name and address) - **Invoice Details** (invoice number, date, terms, due date) - **Line items** with **Description**, **Quantity**, **Rate**, and **Amount** - **Total amount due** ![Screenshot 2025-09-17 at 11.52.39 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.52.39%20AM.png?width=500&height=644&name=Screenshot%202025-09-17%20at%2011.52.39%20AM.png) #### **Statement Contents** Statements summarize all financial activity for a selected period. A statement includes: - **Statement Period** – start and end dates of the cycle - **Statement Summary:** - Starting Balance - Card Reloads (Auto / Manual / Fees) - Balance Adjustments (Debits and Credits) - Transactions (Purchases, Adjustments, Refunds, Subscriptions) - Ending Balance - (Credit Statements also include the Credit Limit) - Account Information – account name and Card ID ### ![Screenshot 2025-09-17 at 11.48.38 AM](https://knowledge.ehub.com/hs-fs/hubfs/Screenshot%202025-09-17%20at%2011.48.38%20AM.png?width=500&height=686&name=Screenshot%202025-09-17%20at%2011.48.38%20AM.png) **Refunds & Disputes** Refunds and disputes are not currently managed within the Wallet. 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