Membership Wallet Master
A membership wallet is a prepaid card: the customer pays in advance and gets extra value to spend. For example, "Pay 10,000, get 12,000 to spend". You get the money upfront, and the customer gets a reason to keep coming back.
How to open it: Master › Membership Wallet Master
Creating a membership wallet
- Click New.
- Fill in the details:
| Field | What to enter |
|---|---|
| Store | The store that sells this wallet |
| Name | The wallet's name, for example Platinum Wallet |
| Amount | What the customer pays |
| Percentage | The extra value they get, as a percentage |
| Load Value | Worked out for you: Amount + Percentage. For example 10,000 + 20% = 12,000 |
| Is Card Number Required | The cashier must enter a card number when selling it |
| Consume Type | What the wallet can be used for: Service, Product or Both |
| Validity In Days | How long the customer has to use the balance |
| Incentive Percentage / Incentive Amount Per Quantity | What staff earn for selling it |
| Membership Wallet Receipt Type | How GST is handled (see below) |
| Is Tax Included, CGST, SGST, IGST, SAC Code | Tax details |
| Membership Balance Carry Forward | Unused balance moves over when the wallet is renewed |
- Click Save.
GST or Non-GST?
| Option | What happens |
|---|---|
| GST | A bill (with GST) is made when the customer pays in advance. When they later use the wallet, a receipt is made |
| NonGST | A receipt is made when the customer pays in advance. When they later use the wallet, a bill (with GST) is made |
If you're not sure which one to use, check with your accountant.
Managing your wallets
The list shows every wallet with its store, amount, extra percentage, load value, taxes and validity. To stop selling a wallet, deactivate it — you'll be asked to confirm. Customers who already bought it can still use their balance.
🔑 If you have the Multi Center Membership Wallet feature, customers can use their wallet at any of your stores, and you'll find extra wallet reports under Reports › Sales Reports.