Step 1

After login, the system will direct you to the dashboard page. In left menu, click on Clients.


Step 2

After you click the Clients, the system will direct you to the client page. To search your particular client, you can clicked search button and type your client name, after that enter to search you client name.



Step 3

After your particular client showed up, click on your desired client.


Step 4

Now you are in the client profile, after that click Balance tab.


Step 5

Click Edit Balance to add the nominal amount of wallet you want.


Step 6

Choose the wallet tab and fill out the amount wallet you want to add, and then after that choose when the payment date happened. 

To add the amount of wallet you need to choose credited in record type. Also put what payment type they paid for the wallet.

At the end add a remark about this top up wallet and click add balance to finalize the top up wallet amount. 

Now your wallet has been added.

virtual wallet-6

Need more help? Ask us a question

Please let us know more of your details and our team will reach out to you very shortly.

scroll top