First, you need to create your beneficiaries. The following articles explain how to do this depending on your situation:
- Create a beneficiary and delegate card ordering to them (default system)
- How do I create an account, order cards and top up my beneficiaries' accounts with meal vouchers (if you and your account manager have chosen to take care of ordering cards)
📆When should I top-up?
We advise you to top up balances at the end of the month based on the previous month. This way, you won't have any lag time for days of holiday, sickness, absence, RTT, etc..
Let's take a look at how to top up, step by step 👇
💸 Enter the amount to be credited
- Go to your Swile administrator account > Restaurant vouchers
- Click on New order. The list of your existing beneficiaries appears.
- Enter the amount to be credited for each beneficiary. As a reminder, here's how to know how much to credit: How do I calculate the number of meal vouchers to credit to my employees?
- Click on Continue
💡 You can also carry out your reloads using a CSV file. We advise you to consult this very detailed article on the subject.
📆 Choose the loading date
- Choose the date on which you would like your meal vouchers to be available in your beneficiaries' accounts (they will be credited at around 11am).
📌 Payment by bank transfer
If you pay by bank transfer, please allow 2 working days between the time you place the order and the crediting of the cards, while we process your transfer. If you pay by direct debit, the transaction will be completed in a single day.
💰 Set the order
- Check the summary
- Continue, then choose your payment method
- Accept the terms and conditions and click on Finalise my order 🎉
💡 Good habits
- Payment by bank transfer: Don't forget to do this after validating your order! We will only be able to issue meal vouchers once we have received your payment.
- Check your billing address (and delivery address if you are ordering cards yourself) before validating your order.