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
🔑 If the Multi Center Membership Wallet feature is on for your account, the same menu item opens the Multi Center Membership Wallet page instead, where one wallet works across your stores. See Multi Center Membership Wallet below.
Creating a membership wallet
- Click New wallet.
- Fill in the details:
| Field | What to enter |
|---|---|
| Store | The store that sells this wallet |
| Name | The wallet's name, for example Platinum Wallet. Your staff pick this name at billing |
| Amount | What the customer pays, for example 10000 |
| Percentage | The extra value they get, as a percentage, for example 20 |
| Load value | Worked out for you: amount plus percentage. For example 10,000 + 20% = 12,000 |
| 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, for example 365 for one year |
| Incentive percentage / Incentive amount per quantity | What staff earn for selling it, as a percentage or a fixed amount for each one sold |
| Membership wallet receipt type | How GST is handled: GST or Non GST (see below) |
| SAC code | Optional. The tax code for this wallet |
| CGST, SGST, IGST and Amount includes tax | Tax details, shown when you choose GST |
| Card number required | The cashier must enter a card number when selling it |
| Carry forward balance | Unused balance moves over when the wallet is renewed |
- Click Save wallet.
The wallet goes on sale at the store you chose once its billing counter syncs. To sell it in another store too, add it again and choose that store.
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 |
| Non GST | 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, validity, incentive, Tax Type and Consume Type. To stop selling a wallet, click Deactivate on its row — you'll be asked to confirm. Customers who already bought it can still use their balance.
Multi Center Membership Wallet
🔑 Only if the Multi Center Membership Wallet feature is on for your account.
With this feature, Master › Membership Wallet Master opens the Multi Center Membership Wallet page. Each wallet here is set up once for your whole business, and customers can use it at your other stores too.
To add one:
- Click New wallet.
- Fill in the Name, Amount, Percentage, Consume type, Validity in days and staff incentive, just as above. There's no Store field, because the wallet belongs to your whole business.
- Under Tax, enter the CGST, SGST and IGST, the optional SAC code, and whether the Amount includes tax. These wallets always use GST: a bill with GST when the customer pays in advance, then a receipt when they spend.
- Choose the Billing rules: Card number required, Allow redeem for family members (family members linked to the customer can spend the balance) and Carry forward balance.
- Under Membership wallet balance redeem, choose whether the balance is taken from the Total (with tax) or the Net Amount (without tax) (SimplePOS 1.21.2 or later).
- Click Save wallet.
A new wallet is off in every store until you switch it on. In the list, click Store Details on its row, tick Active and Can spend here for each store that should use it, then click Save changes and sync those stores' billing counters. A store gets the wallet only when both boxes are ticked.
To stop selling a wallet, click Deactivate on its row and confirm.
You'll find the reports for these wallets under Reports › Sales Reports (Multi Center Membership Wallet Sales and Multi Center Membership Wallet Receipts), Reports › Wallet Reports, and staff incentives under Employees › Sales & Incentive Reports.
Multi Center Wallet Settings
🔑 Only if the Multi Center Membership Wallet feature is on for your account.
How to open it: Settings › SimplePOS Billing Counter › Multi Center Wallet Bill Settings. This opens the default settings; click Store redemption settings at the top to set where wallets can be used.
Store Redemption Settings
Decide, for each store, which of a customer's wallets it accepts. Each row is one store; click its Manage Type to change it:
| Setting | Meaning |
|---|---|
| All Stores | The store accepts a customer's wallets bought at any of your stores |
| Self Store | The store accepts only wallets bought at that store |
Choose the setting for each store and click Save changes.
Default Settings
Under Bill display, turn Display currency symbol in sales on or off. On, wallet sales from your other stores print with the rupee sign, for example ₹2,000; off, the number alone, for example 2,000. It doesn't change any amount, and it applies to every store you own. Click Save settings, then sync your billing counters.
💡 When customers use a wallet at a different store from the one that sold it, see the settlement reports under Reports › Wallet Reports.