Open Customer Details.
The Wallet tab shows once the customer has a balance, owes something, has any wallet activity or a gift card, or when your role can manage payments. If your role can manage point-of-sale sales, it shows the same wallet the customer sees in their account at your business:
- The balance they can spend at your business without owing anything
- Each gift card that still has value, with its expiry date, and the customer's Account balance: top-ups, a carried-over balance, and course credit as one amount
- Activity: every time money was added to the wallet or spent from it, with the date, the amount, and the balance after it. A payment names what it paid for, such as the court and time, the class, or the items. A balance with a minus sign is what the customer owed at that point. When another person charged a payment to the account, it also says Charged by and that person's first name.
- People who can spend from this account: the people your business has allowed to spend from the account, with each person's daily limit and what they spent today. See Let other people spend from the account.
- Refund balance, for staff who can manage payments, while the customer has account credit or a refund to card is in progress. See Refund unused balance.
Gift cards lists the gift cards they bought or received.
When your business lets customers charge to their account, or the customer owes something, the Account balance line is replaced by:
- Account credit: what the customer has on their account to spend.
- Amount due: what the customer owes your business. It is 0 when they owe nothing.
- Limit: the most the customer can owe, shown while charging is switched on. Under it, the card says where the limit comes from: Set for this customer, Business default for members, or Business default for everyone else. A blocked customer shows Charging blocked.
Set a customer's account limit#
Staff who can manage payments, which by default means owners and managers, can change one customer's limit. The buttons show only while your business lets customers charge to their account.
- Set limit opens Set account limit. Enter the Limit, an amount from 0 to 10,000.00 in your business currency, and select Save limit. With a limit of 0, the customer cannot owe anything.
- Use the default limit removes the customer's own limit, so the business default applies again. It shows only when the customer has a limit of their own.
- Block charging stops the customer from putting anything more on their account, whatever their limit. Allow charging lifts the block.
A lower limit or a block does not change what the customer already owes: it stays due. The business defaults are set under Admin > Settings > Payments. See Switch on charging to the account.