Client Wallet

Every client in Metanoa has a wallet that tracks their balance and the history of every transaction on their account. This page explains how the wallet works and how to add, edit, or remove transactions.

Understanding the Wallet Balance

The available balance shown on a client's wallet is the sum of all completed incoming transactions minus all completed outgoing transactions. Think of it as the running total of what the client has paid versus what has been charged against their account.

Transactions that are still pending don't affect the balance yet. They only count once they're marked as completed.

Transaction Types

Metanoa supports four types of wallet transactions so you can record exactly what each movement of money represents.

Session is for payments tied to a specific therapy session. These are usually created automatically when a session is charged.

Adjustment is for manual corrections, so if you need to credit or debit a client's account for any reason outside of a session, this is the type to use.

Refund is for returning money to a client.

Other covers anything that doesn't fit the above categories.

Each transaction also has a direction. Incoming means money received from the client, and outgoing means money going back to them.

Transaction Statuses

Pending means the transaction has been recorded but hasn't been applied to the balance yet. Pending transactions can be edited or deleted.

Completed means the transaction has been applied to the balance and is final. Completed transactions cannot be deleted.

Cancelled, Failed, and Refunded are other end states that a transaction can reach depending on what happened.

How Do I Add a Transaction?

Let's Add a Wallet Transaction

1. Open the client's Billing tab by selecting the client from your Clients list
2. Find the Client Wallet card in their billing layout
3. Click "Add Transaction"
4. Enter the amount for the transaction
5. Select the type from session, adjustment, refund, or other
6. Select the direction as incoming or outgoing
7. Add a comment if you want to note what the transaction is for
8. Set a pay-by date if relevant
9. Click Save and the transaction appears in the list

And you're all set! If the transaction is completed it will update the client's available balance straight away.

Editing and Deleting Transactions

You can edit or delete a transaction as long as it's still pending. Once a transaction reaches completed status it can no longer be deleted, so make sure the details are right before completing it.

To edit, find the transaction in the client's wallet list and open it. To delete, use the delete option on the same transaction row.

Common Questions