Wallet Management for Shopify

Wallet Management app for Shopify gives your eCommerce store a wallet concept for your customers.
This enables your customers to pay via wallet, to recharge the wallet and can even get refunds in the wallet and much more.
Let’s understand its functionalities in detail.

Clicking on which you will be landed on to the home page of the app which is equipped with the stats, pie chart, order statistics, recent 10 orders done via wallet and other wallet related data of your eCommerce store.

General Configuration

From this section, you can configure your Domain Name, Business Email & Shop Logo.

Wallet Configuration

This section will let you configure the wallet settings.

TRANSACTION CHARGE

This is the amount charged by the admin in case of any refund. Let’s understand this with an example:

Suppose you need to refund $100 USD to a customer on his order and the transaction charge set by you is 10%. Then, the refund amount received by the customer will be $90 USD and the rest $10 USD will be the admin’s share.

Note: Enter the percentage amount that you want to deduct from the customer’s refund amount.

REFUND AMOUNT TO CUSTOMER WALLET

Enable this option if you want to refund the order amount to the customer’s wallet.

ALLOW CUSTOMERS TO TRANSFER THEIR WALLET AMOUNT

Enable this option if you want to allow your customers to transfer their wallet amount to another customer’s wallet.

SEND VERIFICATION EMAIL TO CUSTOMER BEFORE WALLET AMOUNT TRANSFER

Enable this option if you want to send a verification email to the customer before transferring the amount to another customer’s wallet.

PARTIAL PAYMENT VIA WALLET

Enable this option if you want your customers to make the partial payment through Wallet.

NOTE:- Partial Payment Option will not work in case you use “Wallet as a Payment Method”.

ALLOW CUSTOMERS TO ADD MONEY TO WALLET

Enable this option if you want to allow customers to add money to their wallets.

ADD TAG TO ORDERS PAID VIA WALLET

Enable this option to get the tags added automatically to customer orders paid through the wallet.

Capped Amount
From this section, you can set the amount usage limit of the customer’s wallet.

For example, if you set 100$ as the capped amount and the total customer cart amount is 500$ then the customer can only pay up to 100$ from the waller (Does not matter how much money is in his wallet) and the rest of 400$ will be paid by the other payment method.

PayPal Configuration

In case you have selected ‘PayPal’ in ‘Wallet Configuration’, you need to enter the following details:

Learn how to get PayPal Credentials: Click here…

Stripe Configuration

In case you have selected ‘Stripe’ in ‘Wallet Configuration’, you need to enter the Secret Key, Publish Key & Client ID.

Razor pay Configuration

In case you have selected ‘Razor pay’ in ‘Wallet Configuration’, you need to enter your Key Id & Key Secret.

To know how to get the Key Id & Key Secret click here.

CASHBACK PRIORITY

Choose an option to be given the cashback priority

Label Configuration

From the label configuration section you can edit all the labels of the app from here:

Mail Configuration

With mail configuration you can actually edit the content of  mail sent on below four events:

• Amount Credited
• Amount Debited
• Cashback Amount
• Amount Refunded
• Email Verification
• Auto Amount Credited

Theme Configuration

Theme configuration lets you change the color theme.

Clicking on the Add rule button, you can create a new cashback rule based on your desired conditions.

The admin can apply cashback on product, cashback for adding amount into wallet, cart & promotions:

In the case of Product Cashback:

Enter the time duration for cashback validity, cashback on a product, select the product, choose cash back option as fixed or percentage & lastly, add the amount.

Clicking on the add product button, you can select the products on which you want to apply this rule:

The selected products will be listed like this:

In the case of Cashback For Adding Amount Into Wallet:

The customer will get cashback if they add the amount to their wallet as per the configuration.

After selecting the cash back on Amount, the admin needs to set the TARGET AMOUNT.

• CHOOSE CASH BACK OPTION: Two options are available Fixed or Percentage, select as per your need.
• CASHBACK AMOUNT: Here you need to enter the cashback amount that you will offer upon adding the amount to the wallet.

In the case of Cart Cashback:

Enter the validity period, target amount (the minimum cart amount after which the customer can earn this cashback) & lastly, choose the cashback type (fixed/percentage) & enter the amount.

In the case of Promotion Cashback:

Using this the admin can offer his new customers a cashback amount whenever they create a new account on your store. So for this, simply add the validity period, cashback option as fixed, and enter the amount.

Let’s understand each of them one by one.

Clicking on view details you can see the whole transaction history of that customer along with their status.

Moreover, you can Export Transactions and Add Amount to the customer’s wallet.

Now, we have given the new option “Add Amount”  which enables the admin to add money directly to the customer wallet.

Admin end>> Apps>> Wallet management app>> Wallet Customer >> Click on “View Details” in front of customer name>> Add Amount>> Enter amount>> Add.

Please Note:- You can enter a negative value to deduct the wallet amount from the customer’s wallet.

How customer request for a refund:-

The customer can make the refund request in the “Wallet Transaction history” menu of the “Your Wallet” section from their account in the Shopify store. Please refer the below screenshot:-

Now admin can view the list of all the refund requests made by the customer in the”Refund request” section of the wallet management app and refund the requested amount to the customer.Admin end>> Apps>> Wallet management app>> Visit “Refund request” section >> click on ” Refund request” In “Action” section to refund the requested amount to customer.

The Wallet Management app for Shopify now comes with the Wallet Management API.

To enable this feature app, go to the More Options menu > Feature Apps

Here, you will get the Wallet API feature app.

Click on the “Enable” button to activate this feature app.

Note – The Wallet API feature app comes against a charge of $10/month in addition to the Wallet Management app plan.

Once enabled, a section “Wallet API credentials” will be created.

The section will contain the options to “Add User” and “API doc”.

Upon clicking the “Add User” button, you need to fill in the following details as listed in the screenshot to add the user.

Once a user is added, the access token and the refresh token will be genarated for the user.

The API Doc contains the list of all the APIs for the Wallet Management App.

The Wallet Management API doc contains detailed information on the Wallet APIs and their parameters.

Now the customer will get the option of “Transfer Money” on their account at Shopify store’s frontend.

Here customer needs to mention the email of other Shopify store customers (to whom they want to send the money) and the transfer amount.

Now admin can view the details of transfer money in “Transfer details section of wallet management app as referring in below screenshot:-

Admin end >>Apps>> wallet management app>> visit “Transferred detail” section

Click on add FAQ button to add a new FAQ.

• Go To Themes.
• Click on Customize Theme button.
• Click on Edit HTML/CSS button.
• Select the respective template or .liquid file as given in instructions.
• At last, paste the code and save.

If you are using Online store 2.0 (Example- Dawn), you need to follow the steps to add the codes.

To show cashback on the product page, add the below code into main-product.liquid template file:-

<div class="wk_cashback_product" product_id="{{ product.id }}"></div>

For showing wallet information, add the codes to account.liquid file:-

<div id = "wk_wallet" customer_id="{{ customer.id }}" customer_email = "{{ customer.email }}" customer_tag = "{{ customer.tags }}"></div>

To show pending order information, add the codes to account.liquid file:-

<div id = "wk_wallet_orders" customer_id="{{ customer.id }}" customer_email = "{{ customer.email }}" customer_tag = "{{ customer.tags }}"></div>

To show cashback on products of collection page, add the codes to account.liquid file:-

<div class="wk_cashback" product_id="{{ product.id }}"></div>

Also, for showing cashback on cart, add the codes to account.liquid file:-

<div id="wk_get_cashback" customer_id ="{{ customer.id }}"></div>

For showing pay from wallet button on cart, add the codes to sections/main-cart-items.liquid file:-

<div id="wk_pay_wallet" customer_id="{{ customer.id }}" customer_email="{{ customer.email }}"></div>

Also, for showing Wallet Amount on all pages, add the codes to sections/header.liquid file:-

<div class="wk_wallet_amount" customer_id="{{ customer.id }}" customer_email = "{{ customer.email }}"></div>

Lastly, the customer will have to click on the add money button to add money.

Moreover, on the frontend whichever collection and product the cashback is applicable, it will get displayed on your website.

On product description page the cashback offer flashes like this:

Also, the “Cashback” & the “Pay from Wallet” option on the Cart Page will appear like this:

Support

Moreover, if you need any kind of support/Consultancy then please raise a ticket at http://webkul.uvdesk.com/ or drop an email at [email protected]

Thanks for reading this blog!!! 🙂