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Payments
  • Payments
  • Invoicing
    • Invoicing
    • Invoice Setup
    • Manage Invoices
    • Manage Wallet
    • Manage Subscriptions
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  • Add card to Wallet
  • Updating Customer Wallet

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  1. Invoicing

Manage Wallet

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Last updated 5 years ago

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Add card to Wallet

To add card to a Customer Wallet follow the steps below :

  1. Click on Transactions → Customers → Create/View Customers

  2. Go to Customer list, select the customer and click on the edit icon.

  3. Click on ‘Wallet’.

  4. Click ‘Add New Card’.

  5. Add a Label to your card

  6. Add a priority to your card. Enter a number between 1 and 10, 1 will be the highest priority.

  7. Swipe the card in the PAX machine to fetch the card details.

  8. Click ‘Add Card’.

  9. Card will be added to the wallet.

Updating Customer Wallet

  1. Click on Transactions → Customers → Create/View Customers

  2. Go to Customer list, select the customer and click on the edit icon.

  3. Click on ‘Wallet’.

  4. Click on the card

  5. Edit the card label and priority fields.

  6. Click ‘Update’.