Customer Portal

The Customer Portal gives your customers self-service access to their wallet balance, transaction history, and code redemption.

Balance Card

When a customer logs into the portal, their wallet balance is displayed as a card:

• Available balance — Current spendable balance
• Held balance — Amount reserved by in-progress checkouts
• Currency — Displayed in the merchant's configured currency

The balance card is only shown if the customer has a non-zero balance or if wallets are enabled for the merchant.

Transaction History

Customers can view their full wallet transaction history:

• Credits — Top-ups, code redemptions, refund credits
• Debits — Checkout payments, manual adjustments
• Holds — In-progress reservations (shown as pending)

Each transaction shows the amount, type, description, and date.

Redeem a Code

Customers can redeem wallet codes directly from the portal:

1. Click Redeem a Code on the wallet balance card
2. Enter the code (e.g., RK-AB12-CD34 or a custom code like SUMMER2026)
3. The code is validated:
   • Must be active status
   • Must not be expired
   • Must not be restricted to a different customer
4. On success, the credit is added to the wallet immediately
5. The balance card updates to reflect the new balance

Error States

Portal URL Configuration

The Customer Portal is accessible at your configured portal URL:

https://{your-checkout-domain}/portal

Customers receive a magic link via email to access the portal — no password required.

Wallet Visibility

The wallet section in the portal is conditionally shown:

Related

• Wallets Overview — What wallets are and how they work
• Wallet Codes — Creating and managing codes
• Customer Portal — General portal configuration