Client Wallet
What is the client wallet?
The wallet is a feature that tracks deposits, payments, and balances for each client.
Good to Know
- Use the wallet to record advance payments or package purchases
- Wallet balance can be applied to future invoices
- All transactions are tracked with dates and comments
Related Topics
- How do I add money to a client's wallet?
- How does billing work in Metanoa?
How do I add money to a client's wallet?
Need to record a payment or deposit? The wallet feature tracks all money coming in and going out.
Let's Add a Wallet Transaction
- Find the client in your client list and click the three-dot menu in the Actions column
- Click Wallet to open the wallet management screen
- Choose the Direction by clicking Incoming if money is being added, or Outgoing if being deducted
- Enter the Amount using numbers only
- Pick the Type from Credit Card, Cash, Bank Transfer, Check, Google Pay, Apple Pay, Refund, or Adjustment
- Add any Comments like a reference number
- Click Add and you're all set!
Good to Know
- Incoming adds money to the balance, Outgoing removes it
- Use Refund for returns and Adjustment for internal corrections
- Transactions are logged with timestamps for your records
Related Topics
- What is the client wallet?
- How does billing work in Metanoa?
Last updated on