{"id":43479,"date":"2016-03-18T13:28:39","date_gmt":"2016-03-18T13:28:39","guid":{"rendered":"http:\/\/webkul.com\/blog\/?p=43479"},"modified":"2025-09-12T05:38:53","modified_gmt":"2025-09-12T05:38:53","slug":"wallet-system-for-magento2","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/wallet-system-for-magento2\/","title":{"rendered":"Magento 2 Wallet System"},"content":{"rendered":"<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Introduction<\/h3>\n<\/div>\n<p><a href=\"https:\/\/store.webkul.com\/magento2-wallet-extension.html\" target=\"_blank\" rel=\"noopener\">Magento 2 Wallet Extension<\/a> is an awesome module that allows the customers to make the online payment from their Wallet System.<\/p>\n<p>The customers can select the Wallet System payment method at the time of the checkout process.<\/p>\n<p>Now the buyers can easily add credit amounts, transfer money, view transaction details in Wallet System.<\/p>\n<p>Moreover, the admin can set the minimum and maximum limits for adding money to the wallet. The admin can also do a refund to its customer using the wallet money.<\/p>\n<p><strong>Please Note:<\/strong><\/p>\n<ul>\n<li><strong>At the time of adding balance to the wallet, no other product should be added in the shopping cart.<\/strong><\/li>\n<li><strong>During the checkout, if the total payable amount exceeds the wallet balance, the customer can pay the remaining amount only using other payment methods like COD, check\/money order, bank transfer, <\/strong><strong>PayPal, and Stripe payment methods.<\/strong><\/li>\n<li><strong>For partial online 3rd party payment method support, <a href=\"mailto:sales@webkul.com\">contact sales<\/a>. <\/strong><\/li>\n<li><strong>This module works with Multiple Address Checkout.<\/strong><\/li>\n<li>\n<p><strong>This module supports multi-store and multi-currency features.<\/strong><\/p>\n<\/li>\n<li>\n<p><strong>The currency which admin has assign to the respective store, user can add the amount in that same currency to the wallet and proceed for check out.\u00a0<\/strong><\/p>\n<\/li>\n<li>\n<p><strong>Whenever a user looks in a default store view, he will see the currency in which the admin has assigned it.\u00a0<\/strong><\/p>\n<\/li>\n<\/ul>\n<h3>Watch the these videos to understand the module workflow: &#8211;\u00a0<\/h3>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"oVLojoHp0zk\">\n<div class=\"components-placeholder__instructions\">oVLojoHp0zk<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<h4>Admin Configuration<\/h4>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"Nb9YnR5Wa6E\">\n<div class=\"components-placeholder__instructions\">Nb9YnR5Wa6E<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h4>Customer End<\/h4>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"IcbhSaQuiyM\">\n<div class=\"components-placeholder__instructions\">IcbhSaQuiyM<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h4>Admin Adding Amount into the Wallet<\/h4>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"mDnW6ooMYHE\">\n<div class=\"components-placeholder__instructions\">mDnW6ooMYHE<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h4>Wallet to Wallet Transfer<\/h4>\n<div class=\"wp-block-wk-block-youtube-video wk-block--yt-video wk-block-yt-classic components-placeholder\">\n<div class=\"wk-block--yt-video-frame\">\n<div class=\"wk-block--yt-video-frame-request\" data-plyr-provider=\"youtube\" data-plyr-embed-id=\"setQoFWYKGo\">\n<div class=\"components-placeholder__instructions\">setQoFWYKGo<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3 class=\"panel-title\"><span style=\"color: #000000;\">Advanced Features<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<ul>\n<li><span data-preserver-spaces=\"true\">Email notification is sent to the customer for each transaction.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The wallet amount will get credited after the generation of the invoice.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The cashback amount gets deducted from the Customer&#8217;s Wallet after the admin creates the credit memo for the refund.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The codes are open source, so it can be customized as per the requirement.<\/span><\/li>\n<\/ul>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Admin Centric Features<\/h3>\n<\/div>\n<ul>\n<li><span data-preserver-spaces=\"true\">Merchant can view the bank account details during the bank transfer approval.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The owner will receive a notification to approve the payee and to approve the amount transfer to the account.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Also, the admin can restrict the approval required for payees.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The store Owner can restrict the customer to use discount codes when adding the amount in his wallet.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Admin can export wallet system details in CSV and XML format.<\/span><\/li>\n<li>The admin can bulk adjust the wallet amount for customers using a CSV file.<\/li>\n<li><span data-preserver-spaces=\"true\">The owner can also do a refund with the help of the Wallet System for Adobe Commerce.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Admin can add the amount to the Customer&#8217;s Wallet or deduct the amount from the Customer&#8217;s Wallet.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The owner can create multiple Credit Rules for the cashback.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Also, the admin can view the customer details who are using Wallet System for making the online payment.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Merchant can set the limit ( maximum and minimum ) for the Wallet Amount.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Admin can enter the prefix for various wallet transactions.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The store owner &amp; the customers can view detailed transaction information.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Merchant can approve or disapprove of the bank transfer status.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The owner can transfer money from one wallet to another customer&#8217;s wallet.<\/span><\/li>\n<li>This extension is compatible with GraphQL.<\/li>\n<li>The extension is compatible with the\u00a0<a href=\"https:\/\/webkul.com\/hyva-theme-development\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Hyva Theme<\/a>.<\/li>\n<\/ul>\n<div class=\"wk-index-wrap\">\n<h3 class=\"index-title\">Customer-Centric Features<\/h3>\n<\/div>\n<ul>\n<li><span data-preserver-spaces=\"true\">The buyer can easily add credit amount into their wallet system.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Also, the shopper can add a payee in his account to transfer the amount in his wallet.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The customer can add multiple bank account details.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The consumer can request the bank account deletion.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Moreover, the shopper can request to transfer their amount in his bank account.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">On the checkout page, the customer can see used wallet amount and remaining wallet amount.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">The cashback amount gets deducted from the Customer&#8217;s Wallet after the admin creates the credit memo for the refund.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Moreover, the buyer can get Cash Back amount into their Wallet.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Shoppers can receive monthly statements regarding wallet transactions via email.<\/span><\/li>\n<li><span data-preserver-spaces=\"true\">Also, the customer can add a payee within his account to transfer the amount to the payee&#8217;s wallet.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><span style=\"color: #000000;\">Wallet System Installation<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>Customers will get a <strong>zip folder<\/strong> and they have to extract the contents of this zip folder on their system. The extracted folder has an<strong> src<\/strong> folder, inside the src folder you have the <strong>app<\/strong> folder.<\/p>\n<p>Now, You need to transfer this <strong>app<\/strong> folder into the Adobe Commerce Cloud root directory on the server as shown below.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/02\/2017-02-28_12-22-45.png\" alt=\"Magento2 Admin Buyer Chat Installation\" loading=\"lazy\" \/><\/p>\n<p>After the successful installation, you have to run these commands in the Adobe Commerce root directory.<\/p>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:upgrade<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:di:compile<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento setup:static-content:deploy<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento indexer:reindex<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento cache:flush<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento queue:consumers:start bulkadjust.amount &amp;<\/pre>\n<pre class=\"EnlighterJSRAW\" data-enlighter-language=\"generic\">php bin\/magento queue:consumers:start bulkadjust.amount.csv &amp;<\/pre>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-cog\"><\/i><span style=\"color: #000000;\">Configuration For Multilingual Support<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>For the <strong>multilingual <\/strong>support, the admin will navigate through <strong>Store-&gt;Configuration-&gt;General -&gt;Locale Options<\/strong> furthermore select the locale as German<\/p>\n<p>(the language into which the admin wants to translate his store content).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445677\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/locale-configuration.webp\" alt=\"locale configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/locale-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/locale-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/locale-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/locale-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><span style=\"color: #000000;\">Wallet System &#8211; Module Translation<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>If the user wants to translate their module from English to German,<\/p>\n<p>they need to follow the path <strong>app\/code\/Webkul\/Walletsystem\/i18n<\/strong> in their unzipped Adobe Commerce Walletsystem folder and will get a CSV file with name \u201cen_US.csv\u201d.<\/p>\n<p>Now, they will rename that CSV as \u201cde_DE.csv\u201d and translate all right side content after the comma in the German language.<\/p>\n<p>After editing the CSV, save it and then upload it to the path <strong>app\/code\/Webkul\/Walletsystem\/i18n<\/strong> where they have installed Adobe Commerce Cloud on the server.<\/p>\n<p>Now, the module will get translated into the German Language. It supports both <strong>RTL <\/strong>and <strong>LTR <\/strong>languages.<\/p>\n<p><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-1.png\"><img decoding=\"async\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-1.png\" alt=\"Wallet System for Magento2 Translation\" loading=\"lazy\" \/><\/a><br \/><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/Wallet-2.png\"><img decoding=\"async\" class=\"aligncenter\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/Wallet-2.png\" alt=\"Wallet System for Magento2 Translation\" loading=\"lazy\" \/><\/a><\/p>\n<p>The user can edit the CSV like the image below.<br \/><a href=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/12\/Translation3.png\"><img decoding=\"async\" class=\"alignnone\" src=\"http:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2015\/12\/Translation3.png\" alt=\"Wallet System for Magento2 Translation\" loading=\"lazy\" \/><\/a><\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\"><span style=\"color: #000000;\">Wallet System &#8211; Module Configuration<\/span><\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<p>Post successfully installing the Wallet System module, please go to the backend admin panel to do the module configuration. First, the admin needs to do the configuration in the Payment Method.<\/p>\n<div class=\"alert alert-success\">\n<h3>Payment Methods Configuration<\/h3>\n<\/div>\n<p>Now, Follow the path: <strong>Stores &gt; Configuration &gt; Sales &gt; Payment Methods &gt; Webkul Wallet System.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445683 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-payment-method.webp\" alt=\"wallet system payment method\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-payment-method.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-payment-method-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-payment-method-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-payment-method-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><strong>Enable this Payment Method &#8211;<\/strong> then, select <strong>Yes<\/strong> option to use the Wallet System module, else select No.<\/p>\n<p><strong>Payment Method Title &#8211;<\/strong> after that enter the title of the Wallet system which will appear on the checkout page.<\/p>\n<p><strong>Minimum Amount to Add in Wallet &#8211;<\/strong> then, determine the minimum value of the amount that can be added to the wallet.<\/p>\n<p><strong>Maximum Amount to Add in Wallet &#8211; <\/strong>Now define the maximum value of the amount that can be added to the wallet.<\/p>\n<p><strong>Payment from Applicable Countries &#8211;<\/strong> Now, choose the applicable countries from the list for the wallet system.<\/p>\n<p><strong>Allow Payment Methods to Add the amount in Wallet &#8211;<\/strong> Admin will also select various payment methods that can be used by the customer to make payment while adding Wallet Cash into their Wallet System.<\/p>\n<p><strong>Sort Order &#8211;<\/strong> Now, arrange the sorting order of the wallet system payment method.<\/p>\n<div class=\"alert alert-success\">\n<h3>Wallet System Configuration<\/h3>\n<\/div>\n<p>For Wallet System Configuration, the admin can follow the path <b>Stores &gt; Configuration &gt;Wallet System<\/b>. Hence, we have two options &#8211;<\/p>\n<ol>\n<li><strong>Cash Back Calculation Based On <\/strong>&#8211; <strong>Cart Based<\/strong> or <strong>Product Based.<\/strong><\/li>\n<li><strong>Price Calculation Based On<\/strong> &#8211; Either select <strong>Fixed<\/strong> or <strong>Percent<\/strong>.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445687 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-configuration.webp\" alt=\"wallet system configuration\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-configuration.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-configuration-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-configuration-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-configuration-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h3>Display Custom Message On\u00a0 Wallet Amount Transfer to Bank Account Request Submission<\/h3>\n<p>Furthermore, under this configuration setting the admin will &#8211;<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445691 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/display-custom-message-on-wallet.webp\" alt=\"display custom message on wallet\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/display-custom-message-on-wallet.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/display-custom-message-on-wallet-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/display-custom-message-on-wallet-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/display-custom-message-on-wallet-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<ul>\n<li><strong>Display Custom Message &#8211; <\/strong>The admin will select the option as <strong>Yes<\/strong> to display the custom message else select no.<\/li>\n<li><strong>Message on Transfer Request Submission &#8211; <\/strong>The admin will enter the <strong>message<\/strong> <strong>text. <\/strong>The entered text will display a success message to the customer after transferring the wallet amount to the bank.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-247891\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending.png\" alt=\"Wallet_System_manage_wallet_pending\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h3>Adding Amount In Wallet<\/h3>\n<p>Here, the admin will configure &#8211;<\/p>\n<ul>\n<li><strong>Allow using Discount while adding the amount to the wallet<\/strong> &#8211;<br \/>allow or ban the customers to apply discounts while adding wallet amounts to his wallet.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445705 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adding-amount-in-wallet.webp\" alt=\"adding amount in wallet\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adding-amount-in-wallet.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adding-amount-in-wallet-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adding-amount-in-wallet-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adding-amount-in-wallet-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Transfer Amount Settings<\/strong><\/h4>\n<p>Here, the admin will configure &#8211;<\/p>\n<ul>\n<li><strong>Enable Validation while Transfer<\/strong> &#8211; Select Yes and it will send a verification code via Email ID.<\/li>\n<li><strong>Duration of code usage<\/strong> &#8211; Enter the duration in seconds of the validation code. Example: (30).<\/li>\n<li><strong>Customer Payee Approval Required<\/strong> &#8211; now, pick Yes or No for providing approval to the customer payee from admin.\u00a0<\/li>\n<li><strong>Display Custom Message<\/strong> &#8211; After selecting &#8220;yes&#8221; to the Display Custom Message option then it will appear on the front end<\/li>\n<li><strong>Message on payee Request Submission<\/strong>&#8211;\u00a0 Message will deliver to the customer.\u00a0<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445708 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer-amount-settings.webp\" alt=\"transfer amount settings\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer-amount-settings.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer-amount-settings-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer-amount-settings-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer-amount-settings-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Now, if you add the payee then you will see the <strong>message text<\/strong> as shown below.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-247898\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer_amount_success_message.png.png\" alt=\"Wallet System_transfer_amount_success_message.png\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer_amount_success_message.png.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer_amount_success_message.png-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer_amount_success_message.png-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/transfer_amount_success_message.png-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Prefix for Transactions <\/strong>&#8211;<\/h4>\n<p>The admin needs to <strong>add the prefix<\/strong> for the following transactions of the Wallet &#8211;<\/p>\n<ol>\n<li>The credited amount by admin.<\/li>\n<li>The debited amount by admin.<\/li>\n<li>The amount transferred by the customer.<\/li>\n<li>Amount transferred to the customer.<\/li>\n<li>Wallet recharge.<\/li>\n<li>Used wallet amount.<\/li>\n<li>Cashback amount.<\/li>\n<li>Refund of an order.<\/li>\n<li>Refund of the wallet recharge order.<\/li>\n<\/ol>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445714 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/prefix-for-transactions.webp\" alt=\"prefix for transactions\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/prefix-for-transactions.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/prefix-for-transactions-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/prefix-for-transactions-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/prefix-for-transactions-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Cron Job Settings<\/strong><\/h4>\n<p><strong>Enable Cron Job for Monthly Statement<\/strong> &#8211; Now, select <strong>Yes or No <\/strong>to send or ban monthly statements to customers on registered email id.<\/p>\n<h4><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron.png\"><br \/><\/a><img decoding=\"async\" class=\"alignnone wp-image-445718 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron-job-settings.webp\" alt=\"cron job settings\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron-job-settings.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron-job-settings-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron-job-settings-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cron-job-settings-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/h4>\n<h4><strong>Wallet System Transaction Emails<\/strong><\/h4>\n<p>Here, the admin has to select the <strong>wallet system transaction emails<\/strong> to send whenever a particular event occurs.<\/p>\n<ol>\n<li><strong>Wallet Recharge Email Template For Customer<\/strong> &#8211; When the customer will recharge the wallet then they will get the Mail.\u00a0<\/li>\n<li><strong>Wallet Recharge Email Template For Admin<\/strong>&#8211; When the customer will recharge the wallet then the admin will get the Mail.\u00a0<\/li>\n<li><strong>Wallet Amount Used Email Template For Customer<\/strong> &#8211; After a transaction from the wallet, the customer will receive the mail.<\/li>\n<li><strong>Wallet amount Used Email Template For Admin<\/strong>&#8211;\u00a0After a transaction from the wallet, the admin will receive the mail.<\/li>\n<li><strong>Wallet Cashback Amount Email Template For Customer<\/strong> &#8211; The customer will receive the mail when he got the cashback amount as per rules set by admin.\u00a0<\/li>\n<li><strong>Wallet Cashback Amount Email Template For Admin<\/strong>&#8211; The admin will receive the mail when the customer got the cashback amount as per rules set by admin.\u00a0<\/li>\n<li><strong>Wallet Amount Refund Email Template For Customer<\/strong>&#8211; Customers will receive the mail when they will refund their wallet.<\/li>\n<li><strong>Wallet Amount Refund Email Template For Admin<\/strong>&#8211; Admin will receive the mail when Customers will refund their wallets.<\/li>\n<li><strong>Order Refund Email Template For Customer<\/strong>&#8211; The customer will receive the mail when the order price will refund.<\/li>\n<li><strong>Order Refund Email Template For Admin<\/strong>&#8211; The admin will receive the mail when the order price will refund.<\/li>\n<li><strong>Admin Credit Amount Email Template For Customer<\/strong>&#8211; the customer will receive the mail when the admin will Credit the amount to the customer&#8217;s wallet.<\/li>\n<li>\n<h4><strong>Admin Credit Amount Email Template For Admin<\/strong> &#8211;<\/h4>\n<p>The admin will receive the mail when they will credit the amount to the customer&#8217;s wallet.<\/p>\n<\/li>\n<li><strong>Admin Debit Amount Email Template For Customer<\/strong>&#8211; The customer will receive the mail when the admin will debit the amount to the customer&#8217;s wallet then.<\/li>\n<li><strong>Admin Debit Amount Email Template For Admin<\/strong>&#8211;\u00a0The admin will receive the mail when the admin will debit the amount to the customer&#8217;s wallet then.<\/li>\n<li><strong>Customer Credit Amount Email Template For Customer<\/strong>&#8211; The customer will receive the mail when the another user will Credit the amount to the customer&#8217;s wallet.<\/li>\n<li><strong>Customer Credit Amount Email Template For Admin<\/strong>&#8211; The admin will receive the mail when another user will Credit the amount to the customer&#8217;s wallet.<\/li>\n<li><strong>Customer Debit Amount Email Template For Customer<\/strong>&#8211; The customer will receive the mail when another user will transfer the amount to the customer&#8217;s wallet.<\/li>\n<li><strong>Customer Debit Amount Email Template For Admin<\/strong> &#8211; The admin will receive the mail when another user will transfer the amount to the customer&#8217;s wallet.<\/li>\n<li><strong>OTP Email For Transfer Amount To Customer<\/strong>&#8211; The customer will receive OTP mail for verification when the customer is transferring the amount to another wallet user.\u00a0<\/li>\n<li><strong>Monthly Statement Email Template<\/strong> &#8211; The customer will receive the monthly statement mail after cron setup.\u00a0<\/li>\n<li><strong>Customer Transfer Amount to Bank Email Template For Admin- <\/strong>The admin will receive the mail when the customer will transfer the wallet amount to the bank.<\/li>\n<li><strong>Customer Transfer Amount to Bank Email Template For Customer<\/strong>&#8211; The customer\u00a0will receive the mail when he will transfer the wallet amount to the bank.<\/li>\n<li><strong>Approve Customer Transfer Amount to Bank Email Template For Customer<\/strong>&#8211; The customer will receive the mail when the admin will approve the transaction when the customer will transfer the wallet amount to the bank.\u00a0<\/li>\n<\/ol>\n<\/div>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445726 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails.webp\" alt=\"wallet system transaction emails\" width=\"1279\" height=\"1966\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails.webp 1279w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails-195x300.webp 195w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails-666x1024.webp 666w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails-162x249.webp 162w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails-768x1181.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-transaction-emails-999x1536.webp 999w\" sizes=\"(max-width: 1279px) 100vw, 1279px\" loading=\"lazy\" \/><\/p>\n<div class=\"panel-body\">\u00a0<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-arrows\"><\/i><span style=\"color: #000000;\">Adding Wallet Cash<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<h4>My Wallet<\/h4>\n<p>After the installation of the extension, the customer can see \u201c<strong>My Wallet<\/strong>\u201d with two sub-menu options &#8211;<\/p>\n<ol>\n<li><strong>Manage Wallet Amount <\/strong><\/li>\n<li><strong>Transfer Wallet Amount<\/strong><\/li>\n<\/ol>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet.jpg\"><img decoding=\"async\" class=\"aligncenter wp-image-161742\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet.jpg\" alt=\"my wallet\" width=\"950\" height=\"491\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet.jpg 1301w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet-250x129.jpg 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet-300x155.jpg 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet-768x397.jpg 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/My-Wallet-1200x620.jpg 1200w\" sizes=\"(max-width: 950px) 100vw, 950px\" loading=\"lazy\" \/><\/a><\/p>\n<h4><strong>Manage Wallet Amount<\/strong><\/h4>\n<p>Now, clicking the <strong>Manage Wallet Amount <\/strong>sub-menu option brings up a section to manage the wallet amount.<\/p>\n<p>Therefore, the customer can also see their<strong> total wallet balance<\/strong>, <strong>wallet transaction details<\/strong>(credit &amp; debit), can <strong>transfer the amount to the bank account<\/strong>.<\/p>\n<p>The customer can also <strong>add credit amount<\/strong> into their wallet system by entering the amount into the provided input box and clicking the <strong>add money to the wallet<\/strong> button.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-247877\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet.png\" alt=\"M2_wallet_system_manage_wallet\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Transaction Details<\/strong><\/h4>\n<p>The customers can click the Reference <strong>#<\/strong> to view the <strong>additional details<\/strong> for the respective wallet transaction.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-247879\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/view_transaction.png\" alt=\"M2_wallet_system_view_transaction\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/view_transaction.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/view_transaction-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/view_transaction-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/view_transaction-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h4><span style=\"color: #ff9900;\">Add Money To Wallet<\/span>:<\/h4>\n<p>After entering the amount to be added to the wallet, the customer will click on <strong>Add Money To Wallet<\/strong> button. This will add the wallet amount to the shopping cart. After that, click on the <strong>Proceed to Checkout<\/strong> button as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-247932\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cart_page.png\" alt=\"cart_page\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cart_page.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cart_page-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cart_page-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/cart_page-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h4>Order Summary<\/h4>\n<p>On the checkout page, customers can see the Order Summary for wallet recharge. They then select a payment method and click <em data-start=\"390\" data-end=\"403\">Place Order<\/em> to complete the purchase.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-344429 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol.png\" alt=\"devmage.com_11977_checkout_halla-bol\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>After the payment is made and the <strong>invoice<\/strong> gets generated, the customer can see the <strong>credited amount<\/strong> in their wallet system.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-247911\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-1.png\" alt=\"manage_wallet_pending-1\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet_pending-1-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<p>Before the invoice generation, the status of the wallet amount is <strong>Pending<\/strong> and after the invoice gets generated it changes to <strong>Approved<\/strong> as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-247915\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/approved.png\" alt=\"wallet system approved\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/approved.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/approved-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/approved-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/approved-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<h4><span style=\"color: #ff9900;\">Transfer Amount To Bank<\/span>:<\/h4>\n<p>Customers can request the admin to transfer their wallet balance to a bank account. They simply click <em data-start=\"365\" data-end=\"398\">Transfer Amount to Bank Account<\/em> and enter the transfer details in the pop-up form.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-321477 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_index_index_-1.png\" alt=\"devmage.com_11432_walletsystem_index_index_-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_index_index_-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_index_index_-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_index_index_-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_index_index_-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Here, the admin will enter <strong>&#8211; <\/strong>the<strong> amount <\/strong>to transfer, <strong>account details<\/strong>, mention a <strong>note,<\/strong>\u00a0and lastly, click the <strong>Submit<\/strong> button to submit the wallet amount transfer request.<\/p>\n<p>The customer can add the bank account in the account details section by selecting from the dropdown.<\/p>\n<h4>Account Details<\/h4>\n<p>In order to add the account details of the customer, the customer needs to navigate to <strong>My Wallet&gt;Add Account Details<\/strong>.<\/p>\n<p>The customer can also request the delete from admin by clicking on the <strong>R<\/strong><strong>equest delete<\/strong> button as shown in the image below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-321479 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_accountdetails_.png\" alt=\"devmage.com_11432_walletsystem_transfer_accountdetails_\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_accountdetails_.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_accountdetails_-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_accountdetails_-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_accountdetails_-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p><strong>Note:<\/strong> As soon as the customer submits the wallet amount transfer request, the amount to be transferred will get deducted from the customer&#8217;s wallet.<\/p>\n<p>The admin receives the wallet transfer request in the backend. They can approve it to change the status to <strong data-start=\"107\" data-end=\"119\">Approved<\/strong> or disapprove it by clicking the <strong data-start=\"153\" data-end=\"167\">Disapprove<\/strong> button.<\/p>\n<h4>Wallet System Bank Transaction View<\/h4>\n<p>If the admin disapproves of the transfer request, this will credit the amount back to the customer&#8217;s wallet which was got deducted while submitting the transfer request.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445739 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view.webp\" alt=\"bank transaction view\" width=\"1268\" height=\"798\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view.webp 1268w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-300x189.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1200x755.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-250x157.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-768x483.webp 768w\" sizes=\"(max-width: 1268px) 100vw, 1268px\" loading=\"lazy\" \/><\/p>\n<p><strong>Note:<\/strong> After approving the\u00a0wallet amount transfer request, the admin will manually and out of the system transfer the amount to the bank using the details shared in the transfer request.<\/p>\n<p>The customer will also be able to check the <strong>status<\/strong> of the transfer under their account panel.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-247877\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet.png\" alt=\"M2_wallet_system_manage_wallet\" width=\"900\" height=\"707\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/manage_wallet-768x603.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\"><span style=\"color: #000000;\">Transfer Wallet Money<\/span><\/h3>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p>The customer can transfer his wallet money to another customer&#8217;s wallet. To do so, the customer will navigate to <strong>My Wallet<\/strong>&gt;<strong>Transfer Wallet Amount<\/strong>. Here, the customer will see a list of added payees and can transfer the wallet amount to them easily.<\/p>\n<p>To add a <strong>New Payee<\/strong> click the <strong>Add Payee<\/strong> button as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-321490 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-1.png\" alt=\"devmage.com_11432_walletsystem_transfer_index_-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>This brings up a pop-up to add the payee details, enter the details, and click the <strong>Submit <\/strong>button.<\/p>\n<p>Now, select a <strong>customer<\/strong> from the <strong>drop-down<\/strong> menu option who will <strong>receive<\/strong> the wallet money and then enter the <strong>transfer amount<\/strong>. You can even add a small note with this transaction for any reference. Click the <strong>Transfer Money to Customer <\/strong>button, and a verification step will appear next (if enabled).<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-321480 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_.png\" alt=\"devmage.com_11432_walletsystem_transfer_index_\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11432_walletsystem_transfer_index_-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h3>Verification Code<\/h3>\n<p>The customer needs to enter the verification code set on the registered email id for validation purposes. After entering the <strong>Verification Code<\/strong>, click the <strong>Send Amount<\/strong> button to receive transferred wallet money. If you have not received the verification code in your inbox, check the spam folder for the same.<\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/05\/send-amount.png\"><img decoding=\"async\" class=\"aligncenter wp-image-81350\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2018\/05\/send-amount.png\" alt=\"Send amount after entering the verification code\" width=\"950\" height=\"568\" loading=\"lazy\" \/><\/a>After, transferring the amount the customer will navigate to <strong>My Wallet<\/strong>&gt;<strong>Manage Wallet Amount<\/strong> to check the transaction detail as shown below in the snapshot.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-info\">\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-arrows\"><\/i><span style=\"color: #000000;\">Using Wallet System at Checkout<\/span><\/h3>\n<\/div>\n<div class=\"panel-body\">\n<p>At the time of making a payment, a customer can use Wallet System to make the order payment. The total payable amount will deduct from the Wallet Amount balance and the customer can also see the remaining Wallet amount after making the payment.<\/p>\n<\/div>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-344471\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-1.png\" alt=\"devmage.com_11977_checkout_halla-bol-1\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-1.png 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-1-300x236.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-1-250x196.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/devmage.com_11977_checkout_halla-bol-1-768x603.png 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<div class=\"panel-body\">\n<p>If the total payable amount exceeds the available Wallet balance, then the customer will have the option of making payment for the remaining amount by the other payment method(s) available for that store.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-344486 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1.png\" alt=\"screenshot_from_2022_07_18_16_25_04-1\" width=\"1273\" height=\"657\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1.png 1273w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1-1200x619.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/screenshot_from_2022_07_18_16_25_04-1-768x396.png 768w\" sizes=\"(max-width: 1273px) 100vw, 1273px\" loading=\"lazy\" \/><\/p>\n<p>If the wallet balance is low, the customer can simply select any of the available other payment methods.<\/p>\n<p>The partial payment methods information will be visible on the order view page also.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/09\/magento-2-wallet-system-partial-offline-payment-order-view.png\" alt=\"magento-2-wallet-system-partial-offline-payment-order-view\" loading=\"lazy\" \/><\/p>\n<\/div>\n<\/div>\n<div class=\"panel-heading\">\n<h3 class=\"panel-title\"><i class=\"fa fa-wrench\"><\/i>Admin Management &#8211; Wallet System<\/h3>\n<\/div>\n<p>The admin can see the &#8220;<strong>Wallet System<\/strong>&#8221; option and of its sub-menus. Please check the below image for a better understanding.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446115 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1.webp\" alt=\"wallet system sub menu\" width=\"983\" height=\"389\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1.webp 983w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-300x119.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-250x99.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-768x304.webp 768w\" sizes=\"(max-width: 983px) 100vw, 983px\" loading=\"lazy\" \/><\/p>\n<p>Let&#8217;s go through each of the sub-menu options one by one &#8211;<\/p>\n<h4 class=\"alert alert-success\"><strong>Customer Wallet Details<\/strong><\/h4>\n<p>When the admin will click on \u201c<strong>Wallet System Details<\/strong>\u201d, then the admin can see the wallet history(<strong>credit<\/strong> &amp;<strong> debit<\/strong>) for all of the customers. Here, the admin can see the details like &#8211; <strong>ID<\/strong>, <strong>Modified<\/strong> <strong>At<\/strong>, <strong>Customer Name<\/strong>, <strong>Total Amount<\/strong>, <strong>Remaining Amount<\/strong>, <strong>Unused Amount<\/strong>, <strong>Action<\/strong>(to check the individual details).<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445760 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-wallet-details-1.webp\" alt=\"customer wallet details\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-wallet-details-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-wallet-details-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-wallet-details-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-wallet-details-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Here, clicking on the <strong>Individual Details<\/strong> link for a<strong> particular customer<\/strong> brings up the details of all the transactions that have been made. To check <strong>a particular transaction <\/strong>click the <strong>View Transaction<\/strong> Link as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445763 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/individual-details-customer-1.webp\" alt=\"individual details of customer\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/individual-details-customer-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/individual-details-customer-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/individual-details-customer-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/individual-details-customer-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4>Wallet System Bank Transaction View<\/h4>\n<p>Clicking the <strong>View Transaction<\/strong> link brings up the section with <strong>complete transaction details<\/strong> of the customer&#8217;s individual transaction.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445765 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1.webp\" alt=\"bank transaction\" width=\"1268\" height=\"798\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1.webp 1268w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1-300x189.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1-1200x755.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1-250x157.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-1-768x483.webp 768w\" sizes=\"(max-width: 1268px) 100vw, 1268px\" loading=\"lazy\" \/><\/p>\n<h4><strong>Wallet System<\/strong> Details<\/h4>\n<p>The admin can also <strong>export wallet system<\/strong> details in a <strong>CSV<\/strong> or <strong>XML<\/strong> format as required.<\/p>\n<h3>Bank Transfer Details<\/h3>\n<p>Under this section, the admin will find all the details regarding the bank transfer details like &#8211; <strong>Reference<\/strong>, <strong>Amount<\/strong>, <strong>Action<\/strong>, <strong>Status<\/strong>, <strong>Transaction<\/strong> <strong>At<\/strong>, <strong>Note<\/strong>, and <strong>Action<\/strong> column. Whenever a customer goes to withdraw from his wallet to his bank account.<\/p>\n<p>Allows the admin to get complete bank transfer record details with pending status initially.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446083 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transfer-blur.webp\" alt=\"bank transfer blur\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transfer-blur.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transfer-blur-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transfer-blur-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transfer-blur-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4>Bank Transfer Details<\/h4>\n<p>The admin can update the bank transfer transaction status as well.<\/p>\n<p>From here, the admin will select the transactions from the list in which the admin wants to update the transaction status. And then, select either of the status option mentioned below &#8211;<\/p>\n<ul>\n<li><strong>Cancel Transaction &#8211;\u00a0<\/strong>This will disapprove or cancel the transaction.<\/li>\n<li><strong>Approve Transaction &#8211;\u00a0<\/strong>This will approve the transaction.<\/li>\n<\/ul>\n<p>The admin can also view the complete details of the transaction.<\/p>\n<h4>Wallet System Bank Transaction View<\/h4>\n<p>To view the details, simply click the<strong>\u00a0Select<\/strong> link and select the option <strong>View Transaction\u00a0<\/strong>option\u00a0which displays the transaction details.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445771 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2.webp\" alt=\"bank transaction view image\" width=\"1268\" height=\"798\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2.webp 1268w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2-300x189.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2-1200x755.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2-250x157.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/bank-transaction-view-2-768x483.webp 768w\" sizes=\"(max-width: 1268px) 100vw, 1268px\" loading=\"lazy\" \/><\/p>\n<p>From here also, the admin can\u00a0update the transaction status as per the above image.<\/p>\n<h3 class=\"panel panel-info\">Adjust Amount to Wallet<\/h3>\n<p class=\"panel panel-info\">Now, the admin can <strong>Enter Amount<\/strong>, select what action they want to perform( <strong>Credit<\/strong> or <strong>Debit<\/strong>) from &#8220;<strong>Action want to perform on the amount<\/strong>&#8221; and add a <strong>note for the transaction<\/strong>.<\/p>\n<p class=\"panel panel-info\">The admin can select the customer for whom they want to credit or debit the amount from the list of customers with the <strong>Customer ID<\/strong>, <strong>Name<\/strong>,<strong> Email address<\/strong>, <strong>Remaining Wallet Amount<\/strong>, <strong>Total Wallet Amount<\/strong>, and <strong>Adjust Amount<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446132 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur.webp\" alt=\"adjust amount to wallet\" width=\"1289\" height=\"1272\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur.webp 1289w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur-300x296.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur-1038x1024.webp 1038w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur-250x247.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-to-wallet-blur-768x758.webp 768w\" sizes=\"(max-width: 1289px) 100vw, 1289px\" loading=\"lazy\" \/><\/p>\n<h4>Adjust Amount for Customer<\/h4>\n<p>So, there is a button called &#8220;<strong>Adjust Amount<\/strong>&#8221; for each customer in the list of customers. With the help of this button, the admin can add or deduct the wallet amount from any particular customer.<\/p>\n<p>When the admin clicks there, a pop-up opens where the admin has to enter Amount, and select what action they want to perform ( Credit or Debit). From <strong>Action perform on the amount<\/strong> and add a <strong>Note<\/strong> for the transaction. Lastly, click the <strong>Submit<\/strong> button to <strong>credit\/debit<\/strong> the amount.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445783\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/john-doe-wallet.webp\" alt=\"john doe wallet\" width=\"1114\" height=\"550\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/john-doe-wallet.webp 1114w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/john-doe-wallet-300x148.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/john-doe-wallet-250x123.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/john-doe-wallet-768x379.webp 768w\" sizes=\"(max-width: 1114px) 100vw, 1114px\" loading=\"lazy\" \/><\/p>\n<p>Now, you can see a<strong> success message<\/strong> after the <strong>transfer<\/strong> as shown below in the snapshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445780\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1.webp\" alt=\"amount adjusted\" width=\"1256\" height=\"657\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1.webp 1256w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1-300x157.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1-1200x628.webp 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1-250x131.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/amount-adjusted-1-768x402.webp 768w\" sizes=\"(max-width: 1256px) 100vw, 1256px\" loading=\"lazy\" \/><\/p>\n<h4>Adjust Wallet Amount by CSV file\u00a0<\/h4>\n<p>The admin can upload a CSV file to bulk adjust (\u00a0Credit\u00a0or\u00a0Debit) the wallet amount for the customers and add a\u00a0note for the transaction record.<\/p>\n<p>A sample CSV has been attached and the admin is required to fill in some basic details such as customer email, amount to be adjusted, note for the transaction and action to be performed (Debit\/Credit).<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445993\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-by-csv.webp\" alt=\"adjust amount by CSV\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-by-csv.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-by-csv-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-by-csv-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/adjust-amount-by-csv-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Once the CSV is imported by the admin, it will show a success message to the admin.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445995\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/csv-success-message.webp\" alt=\"success message csv\" width=\"1116\" height=\"605\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/csv-success-message.webp 1116w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/csv-success-message-300x163.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/csv-success-message-250x136.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/csv-success-message-768x416.webp 768w\" sizes=\"(max-width: 1116px) 100vw, 1116px\" loading=\"lazy\" \/><\/p>\n<p>The admin can verify the amount adjustment by checking the same in the Customer Wallet Details section and clicking on the Individual details.<\/p>\n<p>The admin can see the details for the amount credited\/debited to customer as seen below<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-446002\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv.webp\" alt=\"credit details csv\" width=\"1118\" height=\"500\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv.webp 1118w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv-300x134.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv-250x112.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv-768x343.webp 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/credit-details-csv-604x270.webp 604w\" sizes=\"(max-width: 1118px) 100vw, 1118px\" loading=\"lazy\" \/><\/p>\n<p>The amount credited\/debited to the customer&#8217;s wallet by the admin will be visible to the customer under his account.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-446008\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-credit-csv.webp\" alt=\"customer credit csv\" width=\"1120\" height=\"669\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-credit-csv.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-credit-csv-300x179.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-credit-csv-250x149.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-credit-csv-768x459.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4 class=\"alert alert-success\">Wallet System Credit Rules<\/h4>\n<p>Wallet Credit Rules are for the efficient management of the Credit Amount process in the Wallet system. From here, the admin can easily create multiple rules for the Wallet Credit and apply them as per the condition. Mainly, there are <strong>two types<\/strong> of <strong>Credit Rules<\/strong>&#8211;<\/p>\n<ul>\n<li>On Cart.<\/li>\n<li>On Product.<\/li>\n<\/ul>\n<p>Furthermore, the admin can see all the <strong>details <\/strong>for Wallet system<strong> Credit Rules<\/strong> in a <strong>grid<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445787 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-credit-rules.webp\" alt=\"wallet system credit rules\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-credit-rules.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-credit-rules-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-credit-rules-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-credit-rules-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<h4><b>When Credit Rule is based on &#8220;On Cart&#8221;<\/b><\/h4>\n<p>Now, the admin can click on the <strong>Add New Credit Rule<\/strong> button to add new <strong>Credit Rules<\/strong>. The admin can select either &#8220;On Cart&#8221; or &#8220;On Product&#8221; for the Credit Rule. The admin can enter <strong>Cashback Amount<\/strong>, <strong>Minimum Cart\/Product Amount<\/strong>, select the <strong>Start From Date, <\/strong>select the<strong> End Date, <\/strong>and set <strong>Rule Status<\/strong> as Enabled or Disabled.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445791\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-1.webp\" alt=\"add credit rule\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>If the admin selects &#8220;On Cart&#8221; then Credit will get applied to the customer when his order value is greater than the set Minimum Amount for the Cart and if he orders between the dates set by the admin for that particular Cart Rule.<\/p>\n<h4><b>When Credit Rule is based on &#8220;On Product&#8221;<\/b><\/h4>\n<p>Here, the admin will go to <b>Product &gt; Catalog <\/b>and can edit any product. They will see two fields &#8211; &#8220;<strong>Wallet Cash Back<\/strong>&#8221; in which the admin will enter the amount which will get credited back to the customer when they buy this particular product.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-445924\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/savvy.webp\" alt=\"savvy product wallet credit\" width=\"1119\" height=\"378\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/savvy.webp 1119w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/savvy-300x101.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/savvy-250x84.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/savvy-768x259.webp 768w\" sizes=\"(max-width: 1119px) 100vw, 1119px\" loading=\"lazy\" \/><\/p>\n<p>Also, there is another field called &#8220;<strong>Product Wallet Credit Amount Based On<\/strong>&#8221; in which the admin can either select &#8220;<strong>Product Credit Amount<\/strong>&#8221; or &#8220;<strong>Cart Rules<\/strong>&#8220;. And, if the admin select &#8220;<strong>Product Credit Amount<\/strong>&#8220;, therefore the amount entered for &#8220;<strong>Wallet Cash Back<\/strong>&#8221; will get credited back to the customer after the product purchase.<\/p>\n<h4>Add Credit Rule<\/h4>\n<p>If the admin selects &#8220;<strong>Rules Amount<\/strong>&#8221; then, the amount entered for Credit Rule Based on Product will be applied. So, please check the below image for the Credit Rule Based on Product.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-445925 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-on-product.webp\" alt=\"add credit rule on product\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-on-product.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-on-product-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-on-product-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/add-credit-rule-on-product-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Now, on the cart page, the customer receives a message of amount getting credited in the Wallet. Also, the credited amount will depend on the Wallet System Cash Back Configuration.<\/p>\n<p>If the &#8220;Priority for Cashback&#8221; is set as &#8220;Cart Base&#8221; then Cart Based Credit rules will get applied. furthermore if the &#8220;Priority for Cashback&#8221; is set as &#8220;Product Based&#8221; then either Product Based Credit rules or &#8220;Product Credit Amount&#8221; set for per product will get applied.<\/p>\n<p>The Credited amount is credited to the Customer&#8217;s Wallet after order completion.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-403394\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/shopping-cart.png\" alt=\"shopping-cart\" width=\"1023\" height=\"483\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/shopping-cart.png 1023w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/shopping-cart-300x142.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/shopping-cart-250x118.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/shopping-cart-768x363.png 768w\" sizes=\"(max-width: 1023px) 100vw, 1023px\" loading=\"lazy\" \/><\/p>\n<h3>Wallet System Payee Details<\/h3>\n<p>Under this section, the admin can see a list of all the wallet system payee&#8217;s details along with their status. Also, the admin can <strong>delete<\/strong> or <strong>update<\/strong> the <strong>payee status<\/strong> as enabled or disabled as required.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446090 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-details-blur.webp\" alt=\"payee details\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-details-blur.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-details-blur-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-details-blur-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-details-blur-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Now, to <strong>delete<\/strong> a payee, select the payee and then tap on the Actions drops down option and select the delete option.<\/p>\n<p>moreover to <strong>update<\/strong> the payee status select the payee and click on the Actions drop-down option and click on <strong>Update Payee Status<\/strong> option. After that click enable or disable as required.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446096 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-enabled.webp\" alt=\"payee enabled\" width=\"1120\" height=\"520\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-enabled.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-enabled-300x139.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-enabled-250x116.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/payee-enabled-768x357.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Even the admin can also <strong>export<\/strong> the wallet system payee details. And, to export, click on the <strong>Export<\/strong> link and then select the exported file format as <strong>CSV<\/strong> or <strong>Excel<\/strong> <strong>XML<\/strong> and click <strong>Export<\/strong> after that.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446098 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/export-payee.webp\" alt=\"export payee\" width=\"1120\" height=\"517\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/export-payee.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/export-payee-300x138.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/export-payee-250x115.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/export-payee-768x355.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>Even, the admin also gets the notification for approving the payee.\u00a0 Check the below-given snapshot for further details.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446115 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1.webp\" alt=\"wallet system sub menu\" width=\"983\" height=\"389\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1.webp 983w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-300x119.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-250x99.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/wallet-system-sub-menu-1-768x304.webp 768w\" sizes=\"(max-width: 983px) 100vw, 983px\" loading=\"lazy\" \/><\/p>\n<h3><strong>Customer Bank Account Details<\/strong><\/h3>\n<p>Now, The admin can view all the details of the accounts which are added by the customers for the bank transfer. Also, the customer can request the bank detail transfer for deletion.<\/p>\n<p>Even, The deletion request will display furthermore the appropriate action can be taken as shown in the image below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-446122 size-full\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-bank-account-blur.webp\" alt=\"customer bank account details blur\" width=\"1120\" height=\"880\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-bank-account-blur.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-bank-account-blur-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-bank-account-blur-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2016\/03\/customer-bank-account-blur-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/p>\n<p>That\u2019s all for the <b>Wallet System for Magento 2. However, if you still have questions regarding the\u00a0<a href=\"https:\/\/store.webkul.com\/Magento-2.html\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"internal\">Magento 2 extensions<\/a>\u00a0please create a support ticket by clicking\u00a0<a href=\"https:\/\/webkul.uvdesk.com\/en\/\" target=\"_blank\" rel=\"noopener\" data-wpel-link=\"exclude\">Webkul Support System<\/a>.<\/b><\/p>\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Magento 2 Wallet Extension is an awesome module that allows the customers to make the online payment from their Wallet System. The customers can select the Wallet System payment method at the time of the checkout process. Now the buyers can easily add credit amounts, transfer money, view transaction details in Wallet System. Moreover, <a href=\"https:\/\/webkul.com\/blog\/wallet-system-for-magento2\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":50,"featured_media":43482,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[302,2448],"tags":[2887],"class_list":["post-43479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-magento2","category-wallet","tag-wallet-system-for-magento2"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Magento 2 Wallet System | Customer eWallet Payment Method<\/title>\n<meta name=\"description\" content=\"Wallet System for Magento 2 extension allows the customers to store money and make online payments for product purchases.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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