1.Overview

Wallet System for WooCommerce plugin helps the merchants implement a digital wallet system on their WooCommerce store. And allows registered customers to perform eCommerce transactions using the wallet system.  

The customers can add money to their WooCommerce wallet through the available payment methods. And also, see the list of transactions made using the wallet money. The merchant can manage the customers’ wallets and change the wallet amount. 

The Key Features Of Wallet System for WooCommerce: 

  • Customers can top up funds into their WooCommerce wallets using any payment method allowed by the merchant. 
  • Customers can see their transactions made using the wallet (credit/debit). 
  • Customers can transfer their wallet amount to other users. 
  • Customers can make payments on the store using WooCommerce wallet. 
  • The merchant can see wallet amounts and the transaction history (filter by users) of all users. 
  • Merchants can add or remove funds to the wallets of all their customers in bulk. 
  • Customers will receive notifications on wallet top-up, the wallet credit, and the deduction of wallet amount. 
  • Merchants can see all wallet recharge orders (top-up by customers) in a separate order list in the WooCommerce section. 
  • Customers can make withdrawal requests to merchants by providing their details. 

2.Installation

2.1 Automatic Installation

Automatic installation is the easiest option as WordPress handles the file transfers itself, and you don’t need to leave your web browser.

The steps are as follows :

  1. Go to the Wallet System for WooCommerce plugin product page. 
  2. Click on the ‘Download’ button to download it.
  3. Now, log in to your WordPress Dashboard.
  4. From the sidebar, click on Plugins.
  5. Click on Add New
  6. Click the Browse button and choose your downloaded plugin’s .zip file. 
  7. Upload the plugin and click on Install.
  8. Now, click on Activate
  9. You’re all set to use Wallet System For WooCommerce.

2.2 Manual Installation

The manual installation method involves downloading our Wallet System For WooCommerce extension and uploading it to your webserver via your favorite FTP application.

The steps are as follows :

  1. Upload the Wallet System For WooCommerce folder to the /wp-content/plugins/ directory.
  2. Activate the plugin through the ‘Plugins’ menu in WordPress.

3.General Settings

After the successful installation and activation of the Wallet System for the WooCommerce plugin, the admin can perform the following actions in the general settings:

wallet general setting

1. Enable

Click on the toggle to enable the Wallet System for WooCommerce plugin. 

2. Wallet Recharge

Click on the Wallet Recharge toggle to allow customers to recharge their wallets using the payment methods available on your WooCommerce. 

3. Refund to Wallet 

Click on the Refund to Wallet toggle to let customers receive their refunds in their WooCommerce wallets. 

4. Send Email On Wallet Amount Update to Customers

Enable this toggle button to let customers receive an email notification every time their wallet amount is updated. 

At last, click on Save Settings to save the changes you have made. 

4.Wallet Settings

wallet setting

1. Edit Wallet of All Users at Once

Using this setting, you can credit or debit the Wallet amount of all users in bulk. Follow these steps to edit the Wallet of all users once: 

  • Go to the Wallet Settings Tab.
  • In the Amount box, enter the amount you want to debit/credit. 
  • Choose the Action: Debit or Credit. 
  • Then, click Update Wallet

Note: The amount entered in the Amount box should always be a whole number. No fractions or decimal numbers are allowed. 

2. Import Wallets for Users 

You can edit the wallet balance of all your users with a CSV file. Follow these steps to import wallet balance from a CSV file: 

  • Go to the Wallet setting tab. 
  • Click on the download CSV file button from the Import Wallets for Users section. 
  • Open the file and edit the wallet balance of users.
  • Come back to the Wallet tab. Click on Choose File and select the modified CSV file and Upload it. 
  • And click on Import Wallet. 

3. Wallet User List

In the section, you can view the wallet users list, edit the wallet amount individually, and see the wallet transaction history.

Follow these steps to edit the wallet amount individually: 

  • Go to the Wallet tab. 
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table. 
  • From the Actions column, click on the edit icon. 
  • The edit wallet amount popup will appear.
update wallet
  • Enter the amount in the Amount box and select the Debit or Credit option. 
  • Click on the Update Wallet button to implement your changes. 

Follow these steps to view the wallet transactions history: 

  • From the Actions column of any user, click on the View icon. 
  • It will display the Wallet transactions of the user. 

From the search bar located above the wallet transaction table, you can filter the list by keywords. 

5.Wallet Transactions

Wallet Transactions setting

The Wallet Transaction tab shows the list of the transactions made by your customers and edits (credits and debits) you have made into customers’ wallet account. 

You can filter this transaction list from the search bar using a Keyword and Date range.

6. Withdrawal Request

The Wallet System for WooCommerce allows your customers to file a withdrawal request to withdraw money from their wallet account. You can view and manage these withdrawal requests from the Withdrawal Request tab.

Withdrawal Request setting

You can filter the withdrawal requests list by keywords and request status. There are three withdrawal request statuses in the Filter By dropdown: 

  • Approved 
  • Pending 
  • Rejected

Note: You have to address and resolve each withdrawal request manually.

7.Rest API

rest API setting

REST API allows external apps to view and manage wallets. Access is granted only to those with valid API keys.

You can generate API keys for the Wallet System for WooCommerce plugin and use it to connect with other applications. Follow these steps to get the API Keys: 

  • Go to the Rest API tab. 
  • Click on the Generate API Key button. 
API keys

It will generate the Consumer Key and Consumer Secret Key. There is an option to Delete API Keys

The generated API Keys allow you to manage the following functions: 

  • Authentication
  • Retrieve Users
  • Retrieve particular user wallet amount
  • Retrieve particular user wallet transactions
  • Update wallet of users

8.System Status

The System Status tab shows a system status report that contains crucial data or values to help you oversee your WordPress website. It displays two types of variables: 

  • WP variables: Contains information about your WordPress website.  
wp variable status
  • System Variables: Contains information about the system on which WordPress is installed. 
system variable status

9.Wallet System for WooCommerce Front-End

This plugin adds the Wallet tab in the WooCommerce account of your customer. To access the Wallet, your customers have to go to My account > Wallet. 

The wallet tab contains the following features: 

  • Wallet Balance Display 
  • Add Balance 
  • Transfer 
  • Wallet Withdrawal Request 
  • Transaction History

9.1.Wallet Balance Display

In the Wallet tab, your customers will always be able to see their current wallet balance.

Add Balance

Your customers can recharge their wallets with the available payment methods on your WooCommerce store.

 

wallet balance display

9.2.Wallet Transfer

Customers can transfer their wallet amounts to other wallet users on your WooCommerce store. Customers have to enter the email address of the receiver, amount, and state the reason for transferring the amount.

wallet transfer setting

9.3.Wallet Transactions

This section allows your customers to their wallet transactions history. The transaction list contains entries for wallet recharge, debit, credit, transfer, and withdrawal. 

wallet transaction

Note: All fields are mandatory

10.FAQs

Yes, the Admin can enable the Refund to the Wallet setting from the General tab.

Yes, the admin can enable the wallet update notification from the General tab. They’ve to click the toggle to enable the ‘Send email on Wallet Amount Update to Customers’ option. 

 

Yes, the admin can add the (credit/debit)wallet of all users in one go.

Yes, the admin can update the wallet amount individually. 

 

  • Go to the Wallet tab. 
  • To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table. 
  • From the Actions column, click on the edit icon. 
  • The edit wallet amount popup will appear.
  • Enter the amount in the Amount box and select the Debit or Credit option. 
  • Click on the Update Wallet button to implement your changes. 
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