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# How to Manage Customer Wallet Settings

# How to Manage Customer Wallet Settings

## Overview

The Customer Wallet section allows restaurant admins to review a customer's wallet balance and manage available wallet controls. Depending on the options shown in the dashboard, admins can add money, remove funds, and configure customer-specific wallet limits.

||| Important: Customers cannot add money to their own wallets. Wallet funding is 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 required customer and click the **eye icon** to open their profile.
4. Select the **Wallet** tab.

The Wallet tab displays the customer's wallet information and available management controls.

## 1. Review the Wallet Balance

At the top of the Wallet tab, review the displayed wallet balance.

Use this figure to check the amount currently shown in the customer's wallet before making any changes.

## 2. Add Money to the Wallet


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-10918_1tsj3nq.png =900x700)


To add funds:

1. Click **Add Money** in the Wallet tab, or use **Add Wallet Money** in the customer profile header.
2. Enter the amount or select one of the preset amounts.
3. Choose the appropriate transaction type: **Top-up, Bonus, Credit, or Refund**.
4. Enter an optional note if required.
5. Review the details and click **Add Money**.

For detailed instructions, refer to **How to Add Money to a Customer's Wallet**.

## 3. Remove Funds from the Wallet

The Wallet tab includes a **Remove funds** control.

1. Open the customer's profile and select the **Wallet** tab.
2. Click **Remove funds**.
3. Review the form and follow the instructions displayed in the dashboard.
4. Verify the amount and any required details before submitting.
Check the wallet balance after completing the transaction.

## 4. Configure the Maximum Wallet Amount Limit


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-10-16-at-13439_dueb8y.png =900x700)


The Wallet tab displays a **Maximum wallet amount limit** setting.

This setting controls the customer-specific wallet amount limit where configured.

1. Locate **Maximum wallet amount limit**.
2. Review the current value.
3. Enter the required limit if you need to override the restaurant default.
4. Follow the dashboard's save or confirmation instructions.

The interface indicates that leaving the limit blank uses the restaurant default.

## 5. Configure the Maximum Wallet Recharge Limit

The Wallet tab also displays a **Maximum wallet recharge limit** setting.

1. Locate **Maximum wallet recharge limit**.
2. Review the current value.
3. Enter the required limit if you need to override the restaurant default.
4. Follow the dashboard's save or confirmation instructions.

The interface indicates that leaving the limit blank uses the restaurant default.

## Important Notes

* Wallet funds are managed by the restaurant admin; customers cannot recharge their own wallets.
* Review the customer's balance before adding or removing funds.
* Check each limit carefully before changing it.
* Leaving a wallet limit blank uses the restaurant default, as indicated in the dashboard.
* Follow the on-screen instructions for controls whose exact submission process depends on the displayed form.

## Quick Checklist

* Open **Customers** and select the customer.
* Open the **Wallet** tab.
* Review the current wallet balance.
* Add money if required.
* Use **Remove funds** when a wallet adjustment is needed.
* Review the maximum wallet amount limit.
* Review the maximum wallet recharge limit.
* Check the resulting balance and saved settings.