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Documentation Index

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A customer wallet holds credits that can be applied against invoice amounts. The balance accumulates from two sources:
  • Manual credits issued for promotional purposes or to compensate a customer.
  • Credit note balance when a credit note on a paid invoice is not refunded and the amount is instead retained in the wallet.
Each customer can have one wallet per currency.

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Create a wallet

  1. Navigate to Customers in the left sidebar.
  2. Click the row for the customer.
  3. On the View Customer page, go to the Wallet Details tab.
  4. Click + ADD CUSTOMER CREDIT WALLET.
  5. Fill in the wallet details and click ADD.
Only one wallet can be created per currency for a given customer.

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Adjust wallet balance

  1. Navigate to Customers in the left sidebar.
  2. Click the row for the customer.
  3. On the View Customer page, go to the Wallet Details tab.
  4. Click the Adjust link next to the wallet.
  5. Fill in the Adjust Balance form and click APPLY.
OptionDescription
Add to customer balanceIssue more credits, for promotions or compensation.
Deduct from customer balanceRemove credits to account for products or services delivered, or to settle an invoice.