Adding Money to a Member’s Wallet

Add money with Transaction Type → Credit in Manage Wallet Balance.

This changes wallet balance (money). It does not add package sessions.

When Staff Might Credit

The member pays a top-up
A manager approved a goodwill or refund adjustment
You are correcting a previous mistake

Workflow — Credit Wallet

Step 1 — Open the member

Open People → Clients, find the client, and open the full client page.

Step 2 — Click Add Balance

On the header, next to WALLET BALANCE, click + Add Balance.

Client header with WALLET BALANCE and Add Balance

Step 3 — Open Manage Wallet Balance

The window title is Manage Wallet Balance. Subtitle: Select transaction type and enter amount.

Manage Wallet Balance with Credit selected

Step 4 — Enter Amount

Type the amount (for example 100).

Step 5 — Select Credit

Under Transaction Type, choose Credit.

Step 6 — Confirm

Click the primary Credit button, or Cancel to close without saving.

What Happens Next?

The wallet balance should increase. A related row may appear under Finance → Transactions when Source is Wallet — confirm with filters if needed. See The Sales Ledger.

If your role cannot credit the wallet, request the change.