Customer-Specific Wallets

The Customer Wallet feature allows you to track and manage transactions at a granular level, ensuring transparency and control over customer balances.

What it shows

• Transactions: Displays all Credit and Debit activities.
• Per Customer View: Filter transactions by individual customer and wallet.
• Granularity: Enables drilling down into each transaction for detailed insights.

Navigate

Go to Customer → Wallets → Balances.

From here, you can view:

• Balances: Available wallet balance per customer wallet.
• Transaction history: All credits, debits, and adjustments.
• Payout creation: Initiate payouts directly from the customer’s wallet balance.
• Virtual Accounts (VA): Map and track customer VAs for settlements.
• Checkout: Review wallet usage during payment flows.

Wallet Operations

• GCA (Global Customer Account): Manage conversions and transfers.
• Conversion: Track currency or value conversions linked to the wallet.
• Top-Up: Add funds to the customer wallet to maintain sufficient balance.

Benefits

• Provides end-to-end visibility into customer funds.
• Simplifies reconciliation by tying transactions back to individual wallets.
• Supports operational workflows like payouts, top-ups, and settlements directly from the dashboard.