Wallet Deposit

Watch this tutorial to learn how to: Wallet Deposit.

Steps in this tutorial

1. In this tutorial, we will walk through how a customer submits a deposit request and how an admin approves it. First, let us check the available payment methods.
2. Click the Modules button to browse available sections.
3. Click Wallet Management to expand the wallet section.
4. Click Offline Payment Methods to view the available deposit and withdrawal methods.
5. Here are the configured payment methods. Customers will see these options when submitting a deposit request.
6. Now let us switch to the storefront to submit a deposit request as a customer.
7. Hover over the user icon and click Wallet to access your wallet.
8. This is the wallet page showing your current balance and transaction history.
9. Click Deposit Requests to view your deposit history and submit new requests.
10. This is the deposit requests page. No requests have been submitted yet.
11. Click New Deposit to create a new deposit request.
12. This is the deposit form. You need to select a payment method, enter the amount, upload a receipt, and submit.
13. Select a payment method. We will choose Bank Transfer for this example.
14. After selecting a payment method, the payment instructions are displayed below.
15. Enter the deposit amount. We will enter 100 for this example.
16. The transaction summary shows the deposit amount, any processing fees, and the net amount you will receive.
17. Optionally, add a note with your transaction reference or any additional details.
18. Upload a receipt image as proof of payment. This field is required.
19. Click Submit Deposit Request to send your request for admin review.
20. The deposit request has been submitted successfully. You will be notified once the admin reviews it.
21. Now let us switch to the admin panel to review the deposit request.
22. This is the Deposit Requests page in the admin panel. You can see all pending, approved, and rejected requests.
23. Here is the deposit request we just submitted. Notice the Pending status badge.
24. Click the Approve button to approve this deposit request.
25. A confirmation dialog appears. Click Approve to confirm and credit the funds to the customer wallet.
26. The deposit request has been approved. The funds have been added to the customer wallet after deducting any fees.
27. Let us go back to the customer wallet to verify the balance was updated.
28. The wallet balance has been updated. The deposited amount, minus any fees, is now reflected in the balance.
29. Let us also check the deposit history to confirm the status.
30. The deposit request now shows an Approved status. The full lifecycle is complete.
31. That covers the wallet deposit workflow. You learned how a customer submits a deposit request with a receipt, and how an admin reviews and approves it to credit the wallet.