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    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.

    Features

    • Admin can enable wallet functionality on the eCommerce site.
    • The admin can let buyers manage the fund/amount in the wallet.
    • He can also configure to provide cash back.
    • Cashback conditions can also be created by Admin.
    • Admin can set wallet cash rules.
    • Admin can import existing customers into the app.
    • Also, the wallet transaction status of customers is maintained.
    • Besides that, the history of the customer’s wallet transaction can be monitored.

    Installation

    Moving on, to install this app click here and then enter your Shopify store URL to continue with the installation.

    Workflow

    Once the payment is accepted and the installation is complete, the wallet management app will show on your apps section of Shopify.

    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.

    Configuration

    From this section, you can configure the domain, edit the labels, manage the email configuration, edit the theme and much more. The configuration section is divided into four parts :

    • General Configuration
    • Label Configuration
    • Mail Configuration
    • Theme Configuration

    General Configuration

    From this section, you can configure the domain, your business email & upload your store logo.

    Also, you will get the “Transaction Charge” option. 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 USD. Then, the refund amount received by the customer will be $90 USD and the rest $10 USD will be the admin’s share.

    Here, we have an option to enable partial pay through the wallet. For this, you first need to enable the ‘allow customers to add money into their wallet” option.

    Let’s take an example to understand this-

    Suppose, you have enabled this option with pay wallet percentage as 10%.

    Now, suppose a customer has bought a product worth $100 & the amount in his wallet is $200, he can use only 10% of his Wallet amount to pay for that order. And rest of the order amount needs to be paid via any payment method configured by the admin.

    Therefore, the customer can pay only $20 (10% of $200) from his wallet & rest, $80 will be paid via other payment modes.

    Here, the amount of $20 paid by the customer is:-
    [(pay wallet %) of (total wallet amount)]

    You can even manage which option to be given more priority on cashback: Minimum cashback or Maximum cashback.

    Let’s understand this in detail.

    In the app, You can add Cashback rules for Products as well as for Cart amount.

    Example:-
    10% Cashback is set for Product A of $100 USD
    Also, 20% Cashback is set for $100 USD Cart amount.

    Suppose a customer adds Product A to cart. So, the cart amount is $100 USD. In this case, both the cashback rules are satisfied.

    Now, it’s up to the admin if he wants to provide the 10% cashback (minimum cashback) or the 20% cashback (maximum cashback) on this order.

    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.

    cashback rules

    This section will list all the cashback rules created by you. You can create, view and manage cashback rules from this section of the app.

    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, cart & promotion:

    In the case of Product Cashback:

    Enter the time duration for cashback validity, cashback on a product, select the product, choose cashback 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 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 or percentage & add the amount.

    Wallet Customer

    Wallet customer section shows the list of customers and their wallet transaction details.In addition to it, You can import the existing customers into the app by selecting a date range. 

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

    Now We have given the new option “Add money”  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 Money>> Enter amount>> Add

    How to Import Customers?

    In order to import customers in the wallet app, the admin needs to follow the below steps:

    • Go to Wallet Customers section.
    • Click on Import Customer button.
    • Select a Date Range.

    Click on the Import button to import the products between the selected date range.

    REFUND REQUEST

    In this section, admin can see the list of refund requests made by customers from their account at Shopify store.

    How customer request for a refund:-

    The customer can make the refund request in the “Wallet Transaction history” menu of “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 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.

    TRANSFER DETAILS

    In this section admin can see the list of all the customers who have transferred the money from their wallet to others Shopify store customers along with the “Transfer amount” as well as “Transfer date”.

    How customers will transfer money:-  

    Firstly Admin will enable the option “Do you want to give the customer to transfer wallet amount to other wallets?” in order to give the option of “Transfer money” at customers frontend.

    Admin end>> apps>> Wallet management app>> General configuration>> Enable the button ” Do you want to give the customer to transfer wallet amount to other wallets?” >> Save

    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 customer(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

    The FAQ for wallet management

    FAQ stands for frequently asked questions. From this section, you can create faqs for wallet management.
    Click on the Add FAQ button to add the FAQ, enter the question and its answer and FAQ sequence.

    Click on add FAQ button to add a new FAQ.

    configure frontend

    You need to configure your theme to make this wallet management App work. Copy the code given on the configure frontend section of the app and paste it to their respective files as specified.

    • 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.

    front end display

    Moreover, on the front, buyer’s my account page will show all the details of the wallet which will include wallet amount, transaction histories, transaction status and much more.

    Lastly, the customer will have to click on 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 on the Cart Page will appear like this:

    Pay from Wallet option on cart page will be visible like this (below checkout option):

    Demo

    In conclusion, you can refer the link given below to check the DEMO of Wallet Management App for Shopify: https://wallet-app-demo.myshopify.com/pages/demo

    Support

    Moreover, if you need any kind of support/Consultancy then please raise a ticket at http://webkul.uvdesk.com/ or drop a mail at support@webkul.com

    Thanks for reading this blog!!! 🙂

    . . .

    Comments (2)

    Add Your Comment

  • CoCo Cael
    Great Doc Writeup!
    • Nitika Srivastava
      Hey CoCo Cael,

      Thank you for reading and letting us know that you liked it.
      Great to hear from you.

      For any further query, let us know at webkul.uvdesk.com

      Regards,
      Nitika from Team WEBKUL

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