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.

   
   

   
   

   
   

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.

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.

Updated on: 16/10/2026