Managing Balances
Credit, debit and review customer wallet balances in the dashboard
You manage a customer's wallet from the Wallet tab on their customer page. Every change is recorded as a transaction.
Wallet balances are managed in the dashboard. There is no public wallet API.
Open a customer's wallet
- Go to Customers and open the customer.
- Select the Wallet tab.
The tab appears when wallets are enabled, or when the customer's wallet has ever held a balance. It shows:
- Current Balance, Lifetime Credited and Lifetime Debited
- Credit Lots: each credit with its remaining amount and expiry
- Transaction History: every credit and debit
- Wallet Codes for this customer
Credit a wallet
- On the Wallet tab, select Credit.
- Enter the Amount.
- Enter a Description. It must be at least 3 characters.
- Choose the Funding Type:
- Cash (customer-paid): value the customer paid you for
- Promotional (merchant-issued): value you are giving, the default
- Optionally set Credit expires on, and Restrict to products to limit what the credit can be spent on.
- Confirm.
Debit a wallet
- On the Wallet tab, select Debit.
- Enter the Amount and a Description of at least 3 characters.
- Confirm.
A debit cannot take the balance below zero.
Transaction history
Transaction History lists each change with its Date, Type, Description, Source, Amount and resulting Balance. The source shows where a change came from, such as a manual adjustment, a checkout payment, a code redemption or a top-up.
For a view across all customers, open Finance → Adjustments and choose the wallet or ledger view.
Credit lots and expiry
Each credit is a lot with its own funding type, remaining amount and optional expiry date. Spending uses up lots in turn. When a lot expires, its remaining amount is no longer available.
Set a default expiry for new credits with Credit Expiry (days) in Settings → Wallets, or set a date on an individual credit.
Currency
Wallets use your account's default currency. Credits and debits in any other currency are rejected.
Related
- Wallets Overview -- How wallets work
- Wallet Codes -- Redeemable credit codes
- Customer Portal -- What customers see
Owner: david · Reviewed 30 Sep 2026 · Next review 29 Dec 2026