Managing Customer Wallets
This guide shows you how to view and manage your customers' wallets.
Viewing All Wallets
- Go to E-Wallet → Wallets
- You'll see a list of all customer wallets
What You'll See
| Column | Description |
|---|---|
| Customer | Customer's name and email |
| Balance | Current wallet balance |
| Currency | The currency (USD, EUR, etc.) |
| Created | When the wallet was created |
Finding a Specific Customer
Using Search
- Type the customer's name or email in the search box
- Press Enter or click Search
- Matching wallets will appear
Using Filters
You can filter wallets by:
- Balance range (e.g., show only wallets with $100+)
- Date created
Viewing Wallet Details
- Click on any wallet in the list
- You'll see the full details:
- Customer information
- Current balance
- All transactions for this wallet
Adjusting a Customer's Balance
Sometimes you need to add or remove money from a customer's wallet manually. Here's how:
When to Adjust Balance
Common reasons:
- Giving a refund that wasn't automatic
- Promotional credit (birthday bonus, loyalty reward)
- Compensation for a problem or complaint
- Fixing a mistake in a previous transaction
- Special discount for a VIP customer
How to Add Money (Credit)
- Go to E-Wallet → Wallets
- Find the customer's wallet
- Click Adjust Balance
- Choose Credit (to add money)
- Enter the amount (e.g., 50 for $50)
- Write a note explaining why (e.g., "Birthday bonus")
- Click Save
The customer will immediately see the new balance.
How to Remove Money (Debit)
- Go to E-Wallet → Wallets
- Find the customer's wallet
- Click Adjust Balance
- Choose Debit (to remove money)
- Enter the amount to remove
- Write a note explaining why
- Click Save
Be Careful
You cannot remove more money than the customer has (unless negative balance is enabled in settings).
Understanding Wallet Balances
How Balance Works
- Balance is shown in your store's currency
- Customers can only spend what they have
- Balance updates instantly after any transaction
Zero Balance
A wallet with $0 balance is normal. It means:
- Customer spent all their money, OR
- Customer never added money yet
The wallet still exists and is ready to use.
Automatic Wallet Creation
You don't need to create wallets manually. Wallets are created automatically when:
- A new customer signs up
- A customer adds money for the first time
- You adjust a balance for a customer who doesn't have a wallet yet
Best Practices
Keep Good Records
Always write clear notes when adjusting balances:
| Good Note | Bad Note |
|---|---|
| "Compensation for late delivery on Order #1234" | "Credit" |
| "Birthday bonus - 10% of last month's purchases" | "Bonus" |
| "Refund for returned item - blue shirt" | "Refund" |
Regular Reviews
- Check wallets with high balances monthly
- Look for inactive wallets (no transactions in 6+ months)
- Monitor for unusual activity
Customer Communication
When you adjust a balance:
- Consider sending an email to the customer
- Explain what changed and why
- Provide a reference number if applicable
Common Questions
Can I delete a wallet?
No, wallets cannot be deleted. This protects the transaction history. If a wallet has $0 balance, it simply stays inactive.
What if I made a mistake?
If you added or removed the wrong amount:
- Make another adjustment to correct it
- Write a note explaining the correction
- Both adjustments will show in the history
Can customers have multiple wallets?
No, each customer has exactly one wallet tied to their account.