Creating a Manual Wallet Top-Up for a Client
Creating a Manual Wallet Top-Up
To manually add funds to a client's wallet:
Navigate to Finance → Manual Top-Ups
Select Create Manual Top-Up
Complete the required fields
Save the top-up
Once saved, the wallet balance will be updated accordingly.
Understanding the Fields
Client
The client whose wallet balance will receive the funds.
Always verify the client before submitting the top-up.
Amount
The value being added to the wallet.
Examples:
£100
£500
£1,000
Reference
A reference used to explain where the funds originated.
Examples:
Bank Transfer
Credit Adjustment
Invoice Settlement
Promotional Credit
Notes
Additional information about the top-up.
Examples:
Payment received via bank transfer
Manual correction following billing review
Account credit approved by management
Edge Case Situations
Duplicate Payments
Always verify that funds have not already been added before creating a new top-up.
Incorrect Client Selection
If funds are added to the wrong client, follow your internal finance procedures immediately.
Partial Payments
A client may only partially fund their account, requiring multiple top-ups over time.
Credit Adjustments
Manual Top-Ups can be used to correct previous accounting or billing errors.
Best Practices
When creating a top-up:
Verify payment information first
Use meaningful references
Add clear notes
Double-check the amount before saving
Important Notes
Manual Top-Ups directly affect wallet balances.
Always verify the amount before submission.
Supporting notes should be included whenever possible.
Incorrect top-ups may require finance intervention.
FAQs
Can I edit a top-up after it has been created?
This depends on permissions and your organisation's processes.
Can multiple top-ups be added?
Yes. Multiple top-ups can be applied whenever required.
Should I include notes?
Yes. Notes improve traceability and auditing.
Does the wallet balance update immediately?
In most cases, yes.
