A wallet is money the customer has with you that has not been spent yet. It is useful when someone pays in advance, when you owe them money back and they would rather leave it on the account, or when you are settling up a package.
Where to find it
- Go to Customers and open the customer.
- Look for Wallet balance with their details.
Adding or taking away credit
- Press the option to add wallet credit or debit.
- Choose the Transaction Type, which is whether you are putting money in or taking it out.
- Enter the Amount.
- If it relates to an invoice, search for it under Invoice ID so the two are tied together.
- Save.
The balance changes straight away.
Reading the history
Every change is listed with the Date, whether it was a debit or a credit, the Invoice Number it relates to, and the Closing Balance after it. That last column is the one to read when a customer disagrees about what they have left, because it shows the running total rather than one change on its own.
Spending it
When you take payment on an invoice, the wallet balance is there to put towards it. Nothing is taken automatically, so you always choose whether to use it.
Worth knowing
A wallet balance belongs to the customer, not to a pet or a booking. If a customer has three dogs, there is still one balance.
Money only moves when somebody records it here. A wallet balance never changes on its own, so if a number looks wrong the history will show who changed it and when.