{"id":4437,"date":"2026-01-10T05:24:49","date_gmt":"2026-01-10T05:24:49","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4437"},"modified":"2026-01-10T05:24:49","modified_gmt":"2026-01-10T05:24:49","password":"","slug":"crm-customer-wallet","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/crm\/crm-customer-wallet\/","title":{"rendered":"CRM Customer Wallet"},"content":{"rendered":"<p>The Customer Wallet system enables you to operate\u00a0 credit and debit operations on a Customer account. During finalizing a transaction, on the payment window, you can select \u201c<strong>Wallet<\/strong>\u201d (if enabled) to offset the transaction using Customer wallet. If there is balance amount (credit), it will be deducted to offset the wallet, else, the Customer account will be on debit (if\u00a0<strong>allow debit<\/strong>\u00a0is enabled).<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-31692\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-052946-352-example.png\" sizes=\"(max-width: 1021px) 100vw, 1021px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-052946-352-example.png 1021w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-052946-352-example-300x215.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-052946-352-example-768x550.png 768w\" alt=\"\" width=\"1021\" height=\"731\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Credit a Customer Wallet:<\/strong>\u00a0Click the \u201cWallet Topping\u201d as shown in the above image, to credit amount to the Customer Wallet.\u00a0 Enter the amount, payment method and other details and click the \u201cPerform\u201d button. Amount will be added to the Customer Wallet balance, which is shown on the page right side.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31693\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-054058-360-example.png\" sizes=\"(max-width: 722px) 100vw, 722px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-054058-360-example.png 722w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-054058-360-example-300x226.png 300w\" alt=\"\" width=\"722\" height=\"543\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Also displaying on this page are other\u00a0<strong>Credit<\/strong>\u00a0operations such as in the case of an\u00a0<strong>Adjustment<\/strong>\u00a0(refund). The amount refunded will be posted here to the Customer wallet as a Credit and increases the\u00a0<strong>Wallet<\/strong>\u00a0balance.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Customer Wallet system enables you to operate\u00a0 credit and debit operations on a Customer account. During finalizing a transaction, on the payment window, you can select \u201cWallet\u201d (if enabled) to offset the transaction using Customer wallet. If there is balance amount (credit), it will be deducted to offset the wallet, else, the Customer account [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[65],"doc_tag":[],"class_list":["post-4437","docs","type-docs","status-publish","hentry","doc_category-crm"],"year_month":"2026-10","word_count":155,"total_views":"8","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"CRM","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/crm\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CRM Customer Wallet - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/crm\/crm-customer-wallet\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM Customer Wallet - Profitaa\" \/>\n<meta property=\"og:description\" content=\"The Customer Wallet system enables you to operate\u00a0 credit and debit operations on a Customer account. 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