Start

Getting Started

Core Concepts Quickstart Authentication OAuth 2.1 Environments, mock and collections Account Setup How Card Processing Is Set Up First Payment First Subscription

RevKeen Fees Supported Countries Acceptable Use

Build integrations

Agent-readable invoices and checkout links Terminal Integration Overview

Connecting each app Apps Marketplace PracticeHub GoTeamUp Xero QuickBooks Online Accounting Invoice Payment Requests Zapier Slack Linear HubSpot Wodify Customer Intelligence Quaderno Payment Gateways Communication Channels Canva (beta)

Guides Review attachments in Ask RevKeen

Webhooks Set up an endpoint Test locally Receive and verify Verify signatures Delivery and retries

Troubleshooting webhooks

Operate billing

Billing & Payments

Finding and reading Inbox threads Customers Customer Health Scores

Ask RevKeen and Agent Studio

Checkout Choose a checkout integration Payment method eligibility Embed Build a storefront Sell From Your Own Site Sell on Webflow Sell from an app built with Lovable, v0 or Bolt Checkout Links Cart Sessions Shipping charges Checkout Sessions Localization Subscriptions Smart Payment Usage-Based Billing Metering quickstart Inspect usage and invoice provenance Usage pricing and checkout Usage webhooks Hosted invoices Invoices and Orders Payments and Refunds Payment Intents Terminal Payments Overview Activating Terminal Payments Installing the Connector Processing Payments Refunds & Voids Managing Devices Troubleshooting Dunning Benefits Entitlements Wallets Managing Balances Wallet Codes Checkout Integration Customer Portal Customer Portal Integrate the Portal API Billing corrections and fulfilment

Direct Debit How Direct Debit works Mandate lifecycle Start from a customer Start from an invoice Start from checkout Customer portal Start from the API Emails and notices Operate Direct Debit

Reporting & Finance

Analytics Income Payouts Refunds Disputes Reconciliation Account and KYC Tax How Fees Work

Team Management Settings Notifications Events

Reference

Fundamentals Idempotency Pagination Versioning

Customer Help Set up and manage a Direct Debit

Trust & Security

Card Data and PCI Responsibilities Data Handling Uptime and Reliability

Billing & Payments

Customer Portal

What customers see and can do with their wallet in the customer portal

The customer portal has a Wallet page where customers see their balance and history, add funds, and redeem codes.

Balance and history

The Wallet page shows:

Current Balance, Total Credited and Total Used
the customer's credit lots, with Source, Remaining, Applies To and Expires
their wallet transactions

Add funds

When Allow Customer Self Top-Up is on in Settings → Wallets, customers can select Add Funds:

Choose a preset amount, or enter a Custom amount between 1.00 and 1,000.00.
Confirm. The amount is charged to the customer's default saved card.

A top-up needs a saved card. It is added to the wallet as cash-funded credit. Customers cannot change wallet settings themselves.

Redeem a code

In Redeem a Code, enter the code, for example RK-XXXX-XXXX.
Submit it. The credit is added to the wallet straight away.

If the code is rejected, the customer sees why, for example Code has expired. See Wallet Codes for the messages.

Related

Wallets Overview -- How wallets work
Wallet Codes -- Creating and managing codes
Customer Portal -- General portal configuration

Owner: david · Reviewed 30 Sep 2026 · Next review 29 Dec 2026

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How customers use a wallet balance and wallet codes at hosted checkout

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Give customers authenticated access to their invoices, subscriptions, and payment methods.

On this page

Balance and history Add funds Redeem a code Related