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How to Manage Customer Deposits, Credits, and Refund Balances Using Customer Wallets

Learn how to track advance customer deposits, available balances, and refund transactions using the Customer Wallet feature.

Step-by-Step Process​

Step 1: Navigate to All Apps​

From the Main Menu, click on All Apps.

Step 1 - Navigate to All Apps

Step 2: Select Accounting​

Step 2 - Add Customer Payment

Step 3: Go to Customers then Payments​

Click on Customers then under that click on Payments.

Step 3 - Add Customer Payment

Step 4: Add New Payment​

On the top right corner press on add.

Step 4 - Add Customer Payment

Step 5: Select Payment Type​

Select the payment type as receive payment.

Step 5 - Use Wallet at POS

Step 6: Fill out Customer Payment​

Choose the Customer alongside the Payment Amount. After that click on Create.

Step 6 - Use Wallet at POS

Step 7: Confirm Customer Payment​

Step 7 - Use Wallet at POS

Step 8: Head to Point of Sale​

After that click on All Apps then head to Point of Sale.

Step 8 - Use Wallet at POS

Step 9: Start New POS Session​

Step 9 - Use Wallet at POS

Step 10: Select Product and Confirm Order​

Step 10 - Use Wallet from Invoices

Step 11: Select Payment Method​

Choose the Pay Later option from the payment methods. Then complete the order.

Step 11 - Use Wallet from Invoices

Step 12: Navigate to Invoices​

After the order is complete, head over to invoices.

Step 12 - Use Wallet from Invoices

Step 13: Customer Wallet​

Here you can see the Customer Wallet section alongside the balance in your invoices page. Click on it to allocate the funds to complete the purchase.

Step 13 - Use Wallet from Invoices

Another Method​

Step 1: Navigate to Accounting​

From the Main Menu, look at the top right corner then click on *All apps. After that click on Accounting.

Step 1 - Add Customer Payment

Step 2 : Go to Customers then invoices​

Click on Customers then under that click on Invoices.

Step 13 - Use Wallet from Invoices

Step 3: Add an Invoice​

On the top right corner you can see the Add button, click on it.

Step 3 - Use Wallet from Invoices

Step 4: Create Customer Invoice​

Here select the Customer and then fill out all the details. After that scroll down choose a Product and then the final step is to press Create.

Step 4 - Use Wallet from Invoices

Step 5: Confirm Invoice​

Step 5 - Use Wallet from Invoices

Step 6: Use Customer Wallet​

After confirming the invoice, scroll down and see the Customer Wallet. Press on the small blue icon allocate the funds and complete the order.

Step 6 - Use Wallet from Invoices

Notes & Tips​

  • Always verify the customer’s wallet balance and contact details before adding or using funds. Accurate information allows for a smooth business workflow alongside avoiding issues.

FAQ​

Q: Why should we use the Customer Wallet feature? It lets customers store prepaid credit for instant checkout, streamlines refunds and store-credit handling, and encourages repeat purchases.

Q: Are there limits on the customer wallet balance? There is no limit to the customer wallet balance.