Changing customer’s wallet balance manually
You can change the customer's wallet balance by creating a new transaction in the admin center.
To do so, follow the path below:
Admin Center → Customers → Select a customer → Action → Wallet tab → New record
In the opened window, you'll see the following dialog and we'll go through each part here.
Amount: In this field, enter the transaction amount.
Source: This field specifies the transaction source. It may indicate COD (Cash on Delivery) or Support. If it's not a COD, the support should be chosen.
Type: This field specifies the type of transaction. It may indicate creditor or debtor. If you want to increase the balance, you must select the type of creditor. You must choose the debtor if you intend to reduce.
Description: This field appears in the application and in the admin dashboard to describe the transaction.
If the software supports more than one language, you must describe each field in all of them.
Examples:
Increasing the customer balance by $5
Decreasing the customer balance by $15
Managing customer's wallet in customer application
To locate the wallet go to the main menu of the customer application. You can click on the wallet and raise the balance using the payment gateway.
The list of transactions can be accessed under the menu to see the customer's wallet transactions list.
