Customer Memberships and Wallets
These reports show which customers hold memberships and how much money they have in their wallets. From here you can also extend a membership or wallet and correct a wallet balance.
Customer Memberships
How to open it: Customers › Customer Memberships
Every customer with a membership: the Store Location, Customer Name, Phone Number, the Membership they hold, its Start Date and End Date, and the Card Number if one was given.
💡 Filter End Date to next month to find memberships about to expire — a perfect moment to offer a renewal. Memberships themselves are set up in Membership Master.
Extending a membership
A customer was away for a while, or you'd like to make up for a missed visit? Give them more time:
- Click Extend on their membership.
- Check the customer, the membership and its Original Expiry Date.
- Choose the new date in Extended Expiry Date.
- Click Save.
If the membership came with complimentary credit, that credit is extended to the same date.
Customer Wallet Report
How to open it: Customers › Customer Wallet Report
Choose a store in the box above the list to see every customer's First Name, Last Name, Phone Number and Current Wallet Balance — money they've paid in advance and can spend on future visits. The total is what you owe your customers at that store.
Correcting a wallet balance
If a customer's wallet balance is wrong — for example after a billing mistake — click Update Balance on their row. On the Update Wallet Balance page, enter the correct Current Balance, add Remarks explaining why, and click Update balance. What you enter replaces the old balance.
⚠️ Balance updates work with the SimplePOS billing counter only, not the older POS.
Current Membership Wallet Summary
How to open it: Customers › Current Membership Wallet Summary
Every membership wallet your customers hold, and what's left in each:
| Column | Meaning |
|---|---|
| Store Location, First Name, Last Name, Phone Number | The customer |
| Membership Name / Card Number | Which wallet they bought |
| Purchase Date / Expiry Date | When they bought it and when it expires |
| Last Redemption | When they last used it (shown with the Multi Center Membership Wallet feature) |
| Cost | What they paid |
| Load Value | What they got to spend |
| Balance Carried Forward | Balance brought over from a previous wallet when renewing |
| Current Balance | What they have left |
The total Current Balance at the bottom is the value of services you still owe your wallet customers. Wallets themselves are set up in Membership Wallet Master.
Extending a wallet
Click Extend on the wallet, choose the new date in Extended Expiry Date, and click Save. The customer can keep using their balance until then.
Correcting a wallet balance
🔑 Only if the Multi Center Membership Wallet feature is on for your account.
Click Update Balance. On the Update Membership Wallet Balance page, enter the correct Current Balance with Remarks, and click Update balance. What you enter replaces the old balance, and the change is kept in the Membership Wallet Balance Update Summary.
⚠️ Balance updates work with the SimplePOS billing counter only, not the older POS.
💡 Customers with a big balance who haven't redeemed in a while are worth a friendly reminder.
Membership Wallet Balance Update Summary
How to open it: Customers › Membership Wallet Balance Update Summary (only with the Multi Center Membership Wallet feature)
Every manual correction made to a membership wallet balance: the Store Location, the customer's First Name, Last Name and Phone Number, the wallet's Purchased Date, Expiry Date, Membership Wallet Name and Card Number, then the Old Balance, New Balance, the Remarks given, who made the change (Updated By) and when (Date Updated). Use the filter row to find a customer or a date.