I. Introduction

1.Companies can prepay a certain amount of money to their WeCom account and then use the balance to purchase advanced features in WeCom.
2.It is suitable for companies with recurring budgeting and frequent purchasing requirements, reducing the frequency of internal disbursement requests.

II. How to Top Up

1.Path

Super admins can view the available balance and the “Top Up” button in “Admin Console” -> “Advanced Features” -> “Top-Up”.

2.Method

Four top-up methods are supported, including bank transfer/remittance via business account, WeChat Pay, QQ Wallet, and online banking payment.

III. Manage Top-up Capabilities

1.Balance Alert

By default, there is no balance alert. Company admins can set up a balance alert in “Admin Console” -> “Advanced Features” -> “Top Up” -> “Balance Alert” and specify the “alert amount”, “recipients”, and “alert frequency” to plan top-up in advance and avoid any disruption to business operations.
a) Alert amount: The alert amount can be set to any natural number (non-negative integer).
b) Recipients: You can choose any members within the company, members within a specific department, or members with certain tags as recipients.
c) Alert Frequency: The default frequency is “Every day”, and can be changed to “Every week” or “Every hour”.

Once the Balance Alert is enabled, when the available balance falls below the alert amount, the designated recipients will receive alert messages via “Advanced Features” based on the specified frequency.
You can modify the balance alert settings or disable the balance alert capability at any time.

2.Balance Permissions

Company admins can manage the balance usage permissions of members in “Admin Console” -> “Advanced Features” -> “Top Up” -> “Balance Permissions”.
a) Default rule: All super admins can use the balance to purchase all advanced features and pay for WeCom verification fees. This default rule cannot be modified or deleted.
b) Custom rules: Companies can customize rules for members to purchase advanced features with the balance. All super admins can add, modify, and delete custom rules.

Members with balance permissions can use the balance to purchase authorized advanced features or pay for WeCom verification fees if it is sufficient.

Note: Members who are allowed to purchase the “Customer Acquisition Assistant” feature can:
a) Use the balance to pay for the Customer Acquisition Assistant order if “Purchase a specified usage amount” is selected.
b) Use the balance for auto deduction of Customer Acquisition Assistant.

3.Auto Deduction Management

Company admins can manage the auto deduction service in “Admin Console” -> “Advanced Features” -> “Top Up” -> “Auto Deduction Management”.
a) Currently, the auto deduction service is only available for the Customer Acquisition Assistant.
b) Once it is enabled, companies do not need to estimate usage in advance. If a customer successfully adds a member via a customer acquisition link, the payment will be automatically deducted from the balance.
c) Members who are granted permission to use the balance to purchase the Customer Acquisition Assistant in “Balance Permissions” can enable/disable the auto deduction service for the Customer Acquisition Assistant.

IV. Fund Details

1. View fund details

Administrators can check the enterprise’s top-up details in [Admin Console -> Advanced Features -> Enterprise Top-up -> Fund Details]. The following information is available for viewing: Transaction Time, Transaction Type, Details, Transaction Amount (CNY), Available Balance (CNY), Operator, Transaction Serial Number/Order Number.

Transaction time: support selecting the past 7 days, past 30 days, all times, or custom times for querying
Transaction types: including purchase, payout, top up, and refund
Search: you can search for operator, purchase details, and order number

2. Export fund details

You can export the fund details in the admin console at: [Advanced Features -> Company Top-up -> Fund Details -> Export]

• The exported fund details can be viewed in the “Documents - Related to Me” section of the WeCom desktop or mobile side.
• The first row of the exported fund details will display the Total Expenditure and Total Revenue. The detailed export includes the following: Transaction Time, Transaction Type, Details, Transaction Amount (CNY), Available Balance (CNY), Operator, Transaction Serial Number/Order Number.

V. Which advanced features can be purchased with top-up funds?

1.Purchase items

The top-up funds can only be used to purchase WeCom advanced features for the company and to pay for WeCom verification fees.
This includes WeCom Verification, Customer Acquisition Assistant, Number of External Contacts, Advanced Security Features, Advanced Mails Features, Advanced Docs Features, and Advanced WeDrive Features.

The following items are not included: Advanced Meeting Features, Message Archiving, Data Security Program, and Company-paid Calls.

2.Purchase method

a) Once an order is placed, members with the appropriate permissions can use the balance to make payments.
b) Members with the appropriate permissions can enable the auto deduction service.

VI. FAQs

1.How do I request a contract for top-up funds?

You can view the “Tencent WeCom Top-up Service Agreement”.
The option to request a signed contract for top-up is currently not available but is being planned.

2.Can I get an invoice after top-up?

For consumed top-up funds (i.e., the balance used to pay for orders), you can request an invoice in “Advanced Features” -> “Company Orders”.
However, in compliance with financial and tax regulations, invoice requests are currently not supported for unused top-up funds.

3.Can I withdraw the balance or get a refund after top-up?

For consumed top-up funds (i.e., the balance used to pay for orders), you can request a refund according to the refund instructions.
For unused top-up funds, you can contact customer service to request a refund. The option to request a refund online is currently not supported but is being planned.

4.After auto deduction is enabled, can I use the service if my balance is insufficient?

No, it is not possible to use the service and make purchases if there is an insufficient balance. If you have enabled the auto deduction service and your balance is insufficient, the deduction will fail. Please top up promptly.
For example, if you have enabled the auto deduction service for the Customer Acquisition Assistant and your balance is insufficient and your company has not purchased any usage, customers will be unable to continue adding members.

5.Can I transfer the balance from “Receive Money from External” to the available balance for company top-up?

No, it is currently not supported due to regulatory requirements.