Customer Balance & Wallet

What is Customer Balance?

The Customer Balance feature allows customers to have a wallet or store credit balance that they can:

• Add funds to their account

• Use balance to pay for services and products

• Receive gift cards that add to their balance

• View their transaction history

How Customer Balance Works

1. Add Balance: You or the customer adds funds to their account

2. Use Balance: Customer pays using their wallet balance instead of cash/card

3. Track History: All transactions are recorded for transparency

Customer Balance Screen

When viewing a customer profile, you'll see:

• Current Balance: How much credit they have available

• Currency: The currency of their balance

• Quick Actions: Add balance, Redeem Gift Card, View History

Adding Balance to a Customer

Manual Addition

1. Open the customer's profile

2. Tap "Add Balance"

3. Enter the amount to add

4. Add notes (optional) for reference (e.g., "Cash payment")

5. Choose the reference type (e.g., "manual", "payment")

6. Tap "Confirm"

The customer's balance is updated immediately, and a transaction record is created.

Reference Types

When adding balance, you can specify:

• manual: Manual addition by staff

• payment: From a payment made

• refund: From a refund

• adjustment: Balance adjustment

Deducting Balance

Balance can be deducted when:

• A customer uses it to pay for a service

• A refund is issued

• An adjustment is needed

The system automatically:

• Checks if sufficient balance is available

• Prevents negative balances

• Records the transaction

Gift Card Redemption

How it Works

Gift cards are codes that, when redeemed, add value to a customer's balance:

1. Get the gift card code from the customer

2. In the customer profile, tap "Redeem Gift Card"

3. Enter the gift code

4. Add notes if needed

5. Tap "Redeem"

The value is added to their balance immediately.

Gift Card Error Messages

• "Gift card not found": The code doesn't exist or was already used

• "Gift card expired": The gift card has passed its expiry date

• "Gift card already redeemed": This code was already used

Transaction History

View all balance transactions for a customer:

1. Open the customer profile

2. Tap "Transaction History" or "View History"

3. You'll see a list of all transactions with:

• Date and time: When the transaction occurred

• Type: Added, deducted, or gift card redeemed

• Amount: The amount of the transaction

• Reference: What the transaction was for

• Notes: Additional details

Scrolling and Loading

• Scroll down to see older transactions

• Transactions are paginated for performance

• Pull to refresh to see the latest transactions

Balance Checking

Before allowing a customer to use balance:

• The system checks if they have sufficient funds

• You'll see an error message if they don't have enough

• The customer can add more balance or use another payment method

Currencies

Each customer has a balance in a specific currency (e.g., AED, USD, EUR):

• All operations for that customer use the same currency

• The currency is displayed next to the balance amount

• Currency is typically set based on your business settings

Tips for Managing Customer Balances

• Keep detailed notes when adding balance for easy reference

• Use transaction history to track customer wallet activity

• Gift cards are a great way to encourage prepayments

• Consider offering balance bonuses for large prepayments

Troubleshooting

Balance not updating after adding funds

• Try refreshing the customer profile

• Check your internet connection

• Verify the transaction was successful in history

Customer doesn't have enough balance for payment

• Add balance to their account

• Or use a different payment method for this transaction

• Suggest they purchase a gift card for future use

Can't find a specific transaction

• Check the date range in transaction history

• Try scrolling or loading more transactions

• Verify you're looking at the correct customer