Menu Close
    Start a Project Request quote Reading list Switch to dark mode
    hyperlocal-marketplace-guide

    WordPress WooCommerce Wallet System

    WordPress WooCommerce Wallet System is an awesome plugin that allows customers to make the online payment from their Wallet. In this plugin, the admin can manually debit or credit the amount into the customer’s wallet.

    The store owner can offer your customers a new convenient way of paying for goods and services. The wallet is an online prepaid account where one can stock money, to be used when required.

    There is no chance of a decline in payment since the wallet is a prepaid account. As it is a pre-loaded facility, customers can buy a range of products without having to enter their debit/credit card details for every online transaction.

    In this plugin, customers/users can use Wallet Cash during the checkout and the amount will be deducted from their Wallet Cash. They can easily add credit to their wallet.

    Support

    Dear Customers, if you have a question/query, please raise a ticket at webkul.uvdesk.com. We will do our best to answer as quick as it is possible. Don’t give us a low rate without contacting support on the issue you’ve faced with. We are always happy to help you.

    Features

    WordPress WooCommerce Wallet System Plugin behaves as an online Payment Gateway.

    It behaves as an online payment gateway so a buyer can purchase products from the store by using its available amount.

    The customer can easily add credit to their wallet.

    The process of adding credit to their wallet system is super easy for the customers of an online store. They simply need to enter the amount that they want to credit to their wallet system and checkout via available payment methods.

    On the checkout page, a customer can choose to use wallet cash or any other payment method.

    While placing an order, a buyer can choose whether he wants to use wallet cash for checkout or not.

    The wallet amount will get credited after the approval of an admin.

    If a buyer uses a payment method like Direct Bank Transfer, Check Payments,  then the amount will be credited after the approval of an admin.

    Mail notification for wallet transactions.

    A Customer will be notified via e-mail of all the wallet transactions.

    Wallet Transaction List.

    The admin can view the transactions made by the customers and also the transaction details like transaction id, reference, transaction type, amount, date etc.

    Virtual Order Payment

    The admin can also set the wallet configuration to accept payments for virtual order using the wallet.

    New Features

    • Custom Wallet Amount Management.

    The admin can manually Debit or Credit amount into the customer’s wallet.

    • Cashback Rules

    The admin can set minimum cart total, maximum cart total and the cashback amount which the customer will receive if the cart total lies in the range selected by admin.

    • Restrictions

    Minimum Wallet Credit Amount can be set by admin which means a customer has to credit at least this much amount in his/her wallet.

    The admin can also set maximum wallet debit amount which means that the customer can use at most this much amount in a single transaction.

    • Multiple Cashback Conditions

    If the admin has selected the multiple cashback conditions then the customer will get cashback applicable to both cart and product.

    If the admin does not choose multiple cashback conditions then the customer will get cashback applicable to cart or product, the preference of cart or product will also be selected by admin.

    • Wallet Transfer

    A customer can transfer his cashback amount to any registered customer.

    • Wallet Transaction List.

    The admin can view the transactions made by the customers and also the transaction details like transaction id, reference, transaction type, amount, date, etc.

    Installation

    You will get a zip file after purchase. Upload it in the “Add New” menu option in the WordPress Admin Panel.

    For this login to WordPress Admin Panel and Under the Dashboard hover your mouse over the “Plugins” menu option which brings out a Sub-Menu and then selects the “Add New” option.

    After this, you will see an option on the top of your page that is “Upload Plugin”, click the option to upload the zip file.

    By clicking on the “Upload Plugin” option, below that you will see a button “Choose File” click on the button to browse for the zip file as per the snapshot below.

    After browsing the file, click the “Install Now” button to install the plugin as per the snapshot.

    Now when the plugin is installed correctly, you will see the success message and an option to activate the plugin. Click on “Activate Plugin” to activate the installed plugin.

    Module Translation

    To know how to translate the module, you can click here.

    How to Get the Test Twilio Credentials

    The admin can get the Account SID, and Auth Token by following the below-mentioned steps:

    Step 1:

    First, Go to the web address https://www.twilio.com/ and click on the signup button as shown below –

    Step 2: 

    After clicking on the sign-up option, the below page will be open. Thereafter, the admin will enter all details to get registered.

    Step 3:

    after clicking the start button above, you will have to verify your email address and then the phone number as shown below.

    Step 4:

    Further, post completing the above procedure click on the verify button, and after completing the required details the admin will get the Account SID, and Auth Token as shown below.

    Step 5:

    At last, to get SMS OTP user must need to verify his number as below:

    Module Configuration

    After the successful installation of WordPress WooCommerce Wallet System Plugin, the admin can configure this under “WooCommerce > Settings > Checkout > Wallet”.

    Now, it acts as a payment method. Enable this to use at checkout time.

    The admin can also change the order of Wallet System in the list of payment methods under “WooCommerce > Settings > Checkout > Gateway Display Order”.

    Adding Wallet amount

    After login, the “My Wallet” tab available on the customer’s My Account page. From here a customer can easily manage the wallet.

    By clicking on “My Wallet”, the customer can see their total Wallet Balance, Wallet transaction details.

    The customer can also add credit amount into their Wallet System by entering the amount into the provided input box. Please refer to the below image for a better understanding.

    Now the customer enters his desired amount which he wants to credit in the wallet system and clicks on “Add to Wallet”, it will be directed to the cart page where they can see Wallet Amount.

    The customer will further click on Proceed to Checkout button. The customer can see a summary for recharging their Wallet and pay the amount.

    After making the payment, the customer can see the credited amount in their wallet as per the below image.

    The transactions are visible to the customer under “Wallet Transactions”.

    The customer can view the wallet transaction details under “Wallet Transaction” by clicking on the “ID” of the transaction made by the customer.

    Using Wallet System

    A customer can use the wallet amount at checkout time. Have a look at the use of wallet amount at checkout time in different situations.

    1. No wallet amount available :

    If there is no wallet cash available then “Pay via Wallet” or “Wallet” are not available at checkout time. The buyer needs to pay for the order via other payment methods.

    2. Wallet amount is less than total amount :

    In this situation,  a  “Pay via Wallet” option available at the checkout time. Here the buyer can choose “Pay via Wallet” to pay via wallet and rest of the amount via other payment methods or he can pay the total amount via other payment methods.

    The amount will be deducted as per the below screenshot if a customer chooses “Pay via Wallet”.

    3. Wallet amount is equal to or greater than total amount :

    Here a buyer can choose “Wallet” to pay via wallet. A customer can see the order details after placing order successfully.

    Once the order gets processed the amount will be deducted from the wallet.

    Wallet Transfer to a Customer

    A customer can transfer his wallet amount to any other registered customer by clicking on the Wallet Transfer option in My Wallet Tab.

    After clicking on the Wallet Transfer option, a customer has to enter the registered customer name and the amount he wants to transfer and then click on Transfer. Once the customer clicks on the Transfer option he will receive an OTP, after entering OTP and clicking on the Verify option, Amount Transferred Successfully message will be displayed.

     After the customer has transferred the amount, he can see the remaining amount.

    Admin Management

    Admin can manage the wallet system and orders under “Customer Wallet”. Here the admin can see the wallet balances of customers.

    After approval of the order by admin from WooCommerce Orders, the amount will be deducted from the wallet cash.

    Manual Wallet Transaction

    Under “Customer Wallet > Manual Wallet Transaction” the admin can debit or credit wallet amount manually as well.

    Here select the customer from the drop-down and enter the amount. After that select the action as per the requirement whether “Debit” or “Credit”. And finally, save.

    Export Wallet Details

    Under the Export Wallet Details section, the admin will be able to download the customer wallet details in the form of a CSV file:

    The CSV file will be similar to the following image:

    Transactions

    The admin can also check the transactions by navigating to Transactions tab as shown in the image below:

    By clicking on the particular transaction ID, the details of the transactions will be visible to the admin:

    Under the Export Wallet Transaction Details the admin will be able to download all the transaction details in the form of a CSV file.

    The CSV file will look just like the image shown below:

    Cashback Rules

    The admin can also set cashback rules for the customers as per his requirement by navigating through Customer Wallet->Cashback Rules.

    First of all the admin has to set cashback type as fixed or percentage. Then the admin can set minimum and maximum cart amount for the customers to avail cashback. The admin can also set the cashback amount.

    The admin can also apply cashback for a particular product.

    Wallet Settings

    1.  General

    The admin can set some restrictions on wallet usage by customers.

    Admin can set minimum wallet credit amount which means that the customer has to credit at least this much amount in his/her wallet.

    The admin can also set maximum wallet debit amount which means that the customer can use at most this much amount in a single transaction.

    2.  OTP Verification

    The admin can also enable or disable the OTP verification for the customers.

    The admin can also select the OTP Access Method as Mail or SMS, by which the customer will receive OTP.

    OTP Validation Limit can also be set by admin which means that the time limit allowed to the customer for applying the OTP.

    This OTP verification will be valid for a wallet to wallet transactions.

    Note: If the Admin selects SMS as the Access Method, then he has to install the Twilio package via the composer.  The way to install Twilio via composer is:- composer require Twilio/sdk.

    3.  Multiple Cashback Conditions

    The admin can apply cashback on the cart as well as the product.

    • Multiple Cashback Conditions: If the admin has set Multiple Cashback Conditions as no then, in this case, the customer will be able to avail cashback applied to product or cart. If Admin has set Multiple Cashback Conditions as Yes then the Customer can avail the cash back applied to both product as well as the cart.
    • Preference in Multiple Cashback– The admin can set a preference for the cashback to be availed by the customer. If the admin has set Multiple Cashback Conditions as no and the preference as Cart, then the customer will be able to avail the cashback which is applicable to cart and if the preference has been set as a product, then the customer can avail the cashback which has been applied to a product.

    Refund Via Wallet

    The admin can also set the refund amount for the orders in which the payment has been done through the wallet. For this admin has to navigate through WooCommerce->Orders and then click on the view option.

    On clicking the Refund option, the admin can enter the Refund amount and click on Refund via Wallet.

    That’s all for the WordPress WooCommerce Wallet System Plugin still have any issue feel free to add a ticket and let us know your views to make the plugin better at webkul.uvdesk.com

    Current Product Version - 3.5.1

    Supported Framework Version - WooCommerce 3.0.x, WooCommerce 3.1.x, WooCommerce 3.2.x

    . . .

    Comments (28)

    Add Your Comment

  • Glenn
    Can this be linked to NON WordPress website? We have a social media platform similar to FB. We would like to use this as the Wallet, but we want to make sure It could communicate. I believe it is very possible to LINK Non WP to WP plug in.
    • Suraj Kumar
      Hello There,
      This plugin is developed for the WooCommerce. Hence, WooCommere is required to make use of it. Further, the API can be developed for the Wallet System and you can use the same as per your requirement. Please contact us at support@webkul.com to assist you accordingly. Thanks
  • Manel García Gili
    Hello,
    I am developing a specific application in WordPress outside the woocommerce environment, but I need the wallet as a payment method. My question is Can I interact with the wallet information from outside the Woocommerce environment?
    From the application I can retrieve information from the user logged into his e-commerce account through specific Woocommerce functions. Can wallet data be retrieved in a similar way? And can I access and write the new wallet amount once a purchase has been made?
    Thank you
    • Suraj Kumar
      Hello There,

      This plugin is developed for the WooCommerce. Hence, WooCommere is required to make use of it. Further, the API can be developed for the Wallet System and you can use the same as per your requirement. Please contact us at support@webkul.com to assist you accordingly. Thanks

  • Manuel
    Hi. Can I change the currencie of the wallet to eg. “MyBrand-Points” so wich a point is equal to a 1$.
    • Goldy Bhargava
      Hi Manuel,

      Our default plugin do not offer such kind of functionality out of the box. If you want to inquire regarding the mentioned point, Kindly email us at support@webkul.com with your complete requirements.

      Thanks

  • Back to Top
    css.php
    Hire Us!
    Brief us about your requirements and we'll get back to you.
    Woo! Hooy!
    We have just recieved your project brief and our expert will contact you shortly.
    Send Again
    Close

    Table of Content

    Hide Index