Wallet and advances

Take money in advance, keep it on the customer's wallet, correct the balance with a reason, and spend it at checkout.

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The wallet holds money a customer has paid before the service: a deposit for a bridal booking, or a top-up they leave on account. It is separate from membership credit and from loyalty points.

See the balance

Open the customer and the Wallet tab. It shows Advance / Wallet Balance and a ledger with Date, Type, Description, Amount and Balance.

The Wallet tab of a customer profile

Take an advance

Click Collect Advance, enter the amount and how it was paid, and confirm. The ledger gains a credit line and the header card shows the new balance.

Correct the balance

Click Adjust.

The Adjust Wallet Balance dialog
Choose the Adjustment Type: Add Funds (+) or Deduct Funds (-).
Enter the Amount (₹) and a Description / Reason, for example a goodwill credit after a delay.
Click Confirm.

Adjustments are permanent ledger entries, so write the reason for whoever reads it later.

Spend it

At checkout, a customer with a balance sees an Advance line in the payment panel. See Use an advance or wallet balance.

Use an advance or wallet balance · Checkout
The customer profile · Customers