Wallet Transfers

Watch this tutorial to learn how to: Wallet Transfers.

Steps in this tutorial

1. In this tutorial, you will learn how to transfer money between users using the wallet transfer feature.
2. First, let us navigate to the Settings page to configure wallet transfers.
3. Now click on the Wallet settings card to open wallet configuration.
4. Make sure the "Enable Wallet Transfers" toggle is turned on. This allows users to send money to each other.
5. The Transfer Limits section lets you set the minimum and maximum amounts allowed per transfer.
6. Click Save to apply the wallet transfer settings.
7. The wallet transfer settings have been saved successfully.
8. Now let us navigate to User Wallets to add funds for the sender.
9. Click "Add Funds" to add money to the admin wallet. This will be used for the transfer.
10. Enter the amount to add and a description for the transaction.
11. Click Submit to confirm adding funds to the wallet.
12. Funds have been added successfully. The wallet now has a balance ready for transfers.
13. Now let us find the recipient's User ID. Navigate to the Users page.
14. Enable the "User Identifier" column to see each user's unique transfer ID.
15. Here is the recipient's User Identifier. This 12-character code is used to send them a transfer.
16. Now let us switch to the storefront to make a wallet transfer.
17. The wallet has a balance of $500 which we added earlier. Let us proceed to make a transfer.
18. Click "Money Transfers" to access the transfers section.
19. The transfers list is empty. No transfers have been made yet.
20. Click "New Transfer" to start sending money to another user.
21. This is the transfer form. You can see your User ID card at the top and the transfer form below.
22. This is your unique User ID. Share it with others so they can send you transfers.
23. Enter the recipient's 12-character User ID in the field below.
24. Click "Validate User" to verify the recipient before sending.
25. The recipient has been verified. You can see their name and email confirmed below.
26. Enter the amount you want to transfer.
27. Optionally, add a note for the transfer.
28. Click "Send Transfer" to complete the money transfer.
29. The transfer has been sent successfully! The amount was deducted from your wallet.
30. Let us check the transfers history to see the completed transfer.
31. The transfer appears in the history with a "Sent" badge, showing the amount and the recipient.
32. Now let us check the admin panel to see the transfer record.
33. The Wallet Transfers page shows all peer-to-peer transfers with sender, receiver, amount, and status.
34. Click on a transfer to view its full details.
35. The transfer detail page shows the sender, receiver, amount, currency, status, and any notes.
36. Let us check the Wallet Transactions to see the ledger entries created by the transfer.
37. Two transaction entries were created: a debit from the sender and a credit to the receiver.
38. That covers wallet-to-wallet transfers. You learned how to enable transfers, find user IDs, send money, and track transfers in both the storefront and admin panel.