Wallet balance creation
A wallet balance can be created from the cancellation/refund of a customer’s Time Reservation Product, or it can be added manually to the customer through wallet management. Customers can also purchase wallet balance through the online store or at the checkout.
This article currently contains Finnish images and English versions will be added later.
In this guide, the different ways wallet balance can be created:
- Purchasing wallet balance from the online store
- Purchasing wallet balance at the cash register
- Manually adding wallet balance from the admin panel
- Cancellation/refund of a paid reservation (will be added later)
Purchasing Wallet Balance from the Online Store
Customers can purchase wallet balance from the online store (if enabled). In this case, they purchase a wallet product from the online store (e.g. “Wallet Balance”), and the quantity determines how much wallet balance is purchased (€1.00 x 10 pcs = €10.00 wallet balance).
The wallet product can be made visible in the desired category of the online store.
The customer then proceeds to the payment stage in the online store, selects their preferred payment method, and completes the order.
After the payment has been completed, an online store order and sale are created from the transaction, and the sale and payment method are transferred to sales reports and accounting according to the configured settings.
In the example case, the customer receives €10.00 of wallet balance, which can be used for payments in the online store or at the checkout.
Purchasing Wallet Balance at the Cash Register
The visibility of wallet balance at the checkout counter can be configured in the cash register settings.
The wallet product is added to the shopping cart at the checkout, and the quantity determines how much wallet balance the customer purchases (€1.00 x 20 pcs = €20.00 wallet balance).
The payment process is then continued by selecting the payment method used by the customer at the checkout.
After the payment has been completed, a checkout sales order is created from the transaction, and the sale and payment method are transferred to sales reports and accounting according to the configured settings.
In the example case, the customer receives €20.00 of wallet balance, which can be used for payments in the online store or at the checkout.
Manually Adding Wallet Balance from the Admin Panel
Wallet balance can be manually added to a customer from the wallet listing view in the admin panel.
Note! Manual wallet balance additions are not shown in sales reports, only in accounting as vouchers and in the wallet report.
→ Sales
→ Orders
→ Wallet
→ Add balance
Wallet balance can be manually added to a customer for various use cases, such as:
- Prize for winning a competition
- Refund for a paid reservation/time slot/green fee/service/product
- Different campaigns, for example for shareholders, where the customer receives €150.00 of wallet balance when making a €100.00 purchase
Amount: Defines the amount of wallet balance granted.
Person: Search and select the customer from the CRM.
Order (optional): Enter the order number if the wallet refund should be linked to a specific order. In this case, the refund can reduce sales in accounting according to the accounting account of the order.
Accounting Account: If the transaction is not linked to an order, an accounting account must be assigned for granting the wallet balance. The accounting account depends on the purpose for which the wallet balance is granted. Check the correct accounting account with your accountant!
Company: The company granting the wallet balance is displayed here. If your system contains multiple sub-companies, verify that the wallet balance is being granted from the correct company.
Description: Mandatory description explaining the reason for granting the wallet balance.
