Stored Value
Stored value is a customer's prepaid wallet. The customer tops up in advance, and spends the balance later on invoices or booking deposits. You can add a bonus to encourage bigger top-ups, for example "top up 2,000, get 400".
Who can see it: Everyone can see wallets and record top-ups from a top-up promotion or a plain top-up. Entering a custom bonus, correcting a top-up and managing Top-up Promotions need the Owner or an Admin.
Stored value is separate from loyalty points and tiers. A top-up doesn't earn loyalty points or count towards tier spend, unless the top-up promotion gives promotional points.
Principal and bonus
A wallet balance has two parts:
| What it is | Expires? | Refundable? | |
|---|---|---|---|
| Principal | The money the customer paid | Never | Yes |
| Bonus | Extra credit your store added | Can expire, or be permanent | No, it can't be withdrawn as cash or transferred |
When the customer pays from their wallet, expiring bonus is used first (soonest expiry first), then permanent bonus, then principal.
Record a top-up
- Open the customer and click Top Up on their wallet.
- Choose a top-up promotion, a Plain top-up (principal only, no bonus) or Custom. Only the Owner and Admins can use Custom to enter their own principal and bonus.
- Choose the Payment method. Click Split into multiple payments? to take it in more than one way. The payments must add up to the top-up amount.
- Choose the Salesperson who earns commission for it.
- Check Crediting details: what's credited and the balance before and after.
- Click Confirm top-up.
A top-up receipt is created automatically. You can tick the option to send the top-up details to the customer on WhatsApp.
Pay with stored value
When you take payment on an invoice or at checkout, Stored value is offered with the customer's available balance. Use it for the whole bill or combine it with other payment methods.
Stored value can also hold a booking deposit.
If an invoice paid from the wallet is refunded, you can return the money to the wallet with Refund to stored value on the credit note.
The customer's wallet
The wallet on the customer's profile shows the balance, split into principal, expiring bonus and permanent bonus, and how much bonus is expiring soon.
Click View all for the Wallet History: every top-up, invoice payment, refund, correction, expired bonus and booking deposit, with the balance after each one. From there you can click Notify to remind the customer on WhatsApp about bonus that's expiring soon.
Customers can see their wallet in the Customer Portal and the Customer App.
Top-up Promotions
Top-up promotions are the preset top-up packages staff choose from. Open them from Engagement → Top-up Promotions in the menu (Owner and Admin).
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Click New promotion.
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Fill in:
Field Description Name For example "Top up 2,000, get 400" Top-up amount What the customer pays Bonus amount What your store adds Bonus valid for (days) Leave blank for a bonus that never expires Promotional points Optional loyalty points given with the top-up Starts / Ends Optional dates when the promotion is offered Active Inactive promotions aren't offered -
Click Add promotion.
The Staff-side preview shows what staff see when recording a top-up. Drag promotions to change their order. Editing a promotion only affects future top-ups. Past receipts keep the details they were recorded with.
Corrections
If a top-up was recorded wrongly, the Owner or an Admin can correct it from its receipt. See Top-up Receipts.