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# How to Add Money to a Customer's Wallet

# How to Add Money to a Customer's Wallet

## Overview

Restaurant admins can add money to a customer's wallet directly from the dashboard. The wallet management form allows admins to enter an amount, select a transaction type, and optionally add a note.

**Customers cannot recharge their own wallets. Wallet funds are managed by the restaurant admin.**

## Where to Find It

1. Log in to your restaurant dashboard.
2. Click **Customers** in the left sidebar.
3. Find the customer using the search box, if needed.
4. Click the **eye icon** to open the customer's profile.


   ![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-10826_h0sofq.png =900x700)

## Step 1: Open the Add Money Form

You can access wallet funding in either of these ways:

* Click **Add Wallet Money** in the customer profile header.
* Open the **Wallet** tab and click **Add Money**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-10918_1nyssil.png =900x700)

The Add Money form will open.

## Step 2: Enter the Amount

In the **Amount (₹)** field, enter the amount you want to add to the customer's wallet.

You can also select one of the preset amounts displayed in the form:

* ₹100.00
* ₹200.00
* ₹500.00
* ₹1,000.00

Check the entered amount before continuing.

## Step 3: Select the Transaction Type

Choose the appropriate transaction type from the available options:

* **Top-up**
* **Bonus**
* **Credit**
* **Refund**

Select the type that matches the reason for the wallet transaction.

## Step 4: Add an Optional Note

Use the **Note (optional)** field to enter a description of the transaction.

For example, the placeholder shows *Loyalty reward*.

A note can help explain why the wallet transaction was recorded.

## Step 5: Submit the Transaction

1. Review the amount.
2. Confirm that the selected transaction type is correct.
3. Check the optional note, if entered.
4. Click **Add Money** to submit the transaction.

Follow any on-screen instructions displayed by the dashboard.

## Step 6: Review the Wallet Balance

After submitting the transaction, open the customer's **Wallet** tab to review the displayed wallet balance.

The Wallet page also provides wallet management controls, including **Remove funds**, and settings for the maximum wallet amount and maximum wallet recharge limit.

## Important Notes

* Only the restaurant admin can add money through the dashboard.
* Customers cannot add funds to their own wallets.
* Select the correct transaction type before submitting the transaction.
* Review the amount carefully before confirming.
* The form includes an optional note field for recording the reason for the transaction.

## Quick Checklist

* Open **Customers**.
* Open the required customer's profile.
* Click **Add Wallet Money** or go to **Wallet → Add Money**.
* Enter an amount or select a preset amount.
* Choose Top-up, Bonus, Credit, or Refund.
* Add an optional note.
* Click **Add Money**.
* Review the wallet balance.