Wallet

Overview

The Wallet is your organization’s payment balance inside Insight Cloud. It allows teams to purchase apps, upgrade plans, and manage spend without needing a new invoice for each transaction. Wallet balances expire annually and can be reloaded at any time.

What Wallet does

1. Holds organization funds: Load and pay for app subscriptions

2. Controls spending: Admins define who can use Wallet funds to subscribe to apps

3. Simplifies billing: Reduces back-and-forth around invoices for individual apps.

4. Supports subscriptions: Used when starting new subscriptions or renewals.

Admin controls

Admins can…

1. Add or remove funds

2. Restrict who can make purchases

3. Monitor transactions and usage

4. Export Wallet activity

How to use Wallet

1. Open Wallet from the billing section.

2. Review your current balance.

3. Add funds if needed.

4. Assign purchasing permissions to specific roles or users.

5. Use Wallet when subscribing to apps.

6. Monitor transaction history for billing visibility in the Activities section

When to use Wallet

Use Wallet when your team needs a fast and flexible way to subscribe to apps without manual billing each time.