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.

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

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

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.

Updated on: 16/10/2026