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
📺 Watch: Customer Memberships
How to open it: Customers › Customer Memberships
Every customer with a membership: the store, 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 current expiry date.
- Choose the new expiry date.
- Click Save.
If the membership came with complimentary credit, that credit is extended to the same date.
Customer Wallet Report
📺 Watch: Customer Wallet Report
How to open it: Customers › Customer Wallet Report
Choose a store to see every customer's Current Wallet Balance — money they've paid in advance and can spend on future visits.
Correcting a wallet balance
If a customer's wallet balance is wrong — for example after a billing mistake — click Update Balance on their row, enter the correct Current Balance, add a remark explaining why, and save.
⚠️ Balance updates work with the SimplePOS billing counter only, not the older POS.
Current Membership Wallet Summary
📺 Watch: 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, 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 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, enter the correct Current Balance with a remark, and save.
⚠️ 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.