See a customer's balance and history, and add or subtract money with a message.
Where to find itCustomersCustomersWallet
Before you start
Adding and subtracting money needs the wallet and rewards feature of your plan. Balances can always be read.
Needs
Included with the plan
Who can use this
Shop owner, Shop Sales Manager
Every customer can hold a balance at your shop. The wallet page shows it with every movement, and lets you change it by hand.
Open the wallet
On Customers › Customers, select the wallet amount on the customer's card. The button shows when the wallet is on for your shop, or when the balance is not zero.
The page is titled with the customer's name followed by "Transactions".
Current Balance: is the balance now.
Add Amount and Subtract Amount change it.
Customer Details unfolds the customer's e-mail, phone and orders. The Reward Points line shows only while reward points are on, or when the customer's points are not zero. The shop owner also sees the customer's groups.
Transactions on the right lists every movement of this wallet, newest first, ten to a page. Each entry shows whether it is a deposit or a withdrawal, the amount, the message and the time.
Add money
Open the window
Select Add Amount. The Add Money window opens.
Enter the amount and a message
Add Money: takes the amount in your shop's currency, with up to two decimal places.
Message: is required. It is saved as the description of the transaction.
Save
Select Update Balance. You see "Transactions Updated" and the new entry appears under Transactions.
Subtract money
Select Subtract Amount. In the Subtract Money window fill in Substract Money: and Message:, then select Update Balance.
You cannot take more than the balance unless Enable Wallet Negative Balance is on in Shop › Settings › General Settings. With it on, a subtraction can take the balance below zero. A subtraction that is too large is refused with "Subtract amount is less that the user balance amount."
What this does and does not do
Adding money creates a balance the customer can spend at your shop. No real money moves: you are giving credit.
Subtracting removes that credit. It does not pay the customer anything.
An entry cannot be edited or deleted. To correct a mistake, make the opposite entry with a message that explains it.
Tell the customer yourself. Do not rely on the panel to message them about the change.
Adding or subtracting is refused. Both need a plan that includes "Wallet & reward points". You are sent to the dashboard with a message that it is not included in your plan. Check Plan & billing.
I cannot find the wallet button on a card. The wallet is off and that customer's balance is zero. Switch on Enable Wallet in General Settings.
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