WooCommerce Wallet Management – An All in One Complete Solution

WooCommerce Wallet Management module allows customers to use virtual money on the store with lots of other features like send, request, or withdraw wallet money. It helps the merchant implement a digital wallet (E-Wallet) system on their WooCommerce store. The customers won’t have to fill the payment details every time. They can simply login and pay for products using the wallet money. The customers will also get the advantage of earning cashback on the basis of cart, top-up & product.

The application of the Wallet System for WooCommerce will improve the overall user experience. It will speed up the checkout process as the customers will make transitions without entering their transaction details each time. It increases the ease and security of the payment process. It benefits both customers and the merchant.

Features of WooCommerce Wallet Management

• Admin can Enable/Disable the module functionality for the customers.
• Admin can set the Min top-up limit for the wallet.
• Admin can set the Max top-up limit for the wallet.
• Admin can set the Min debit limit for the wallet during the purchase.
• Admin can set the Max debit limit for the wallet during the purchase.
• Admin can set the Min transfer limit for the wallet during sending/requesting money.
• Admin can set the Max transfer limit for the wallet during sending/requesting money.
• Admin can set the registration credits in the wallet for new customers.
• Admin can set the wallet top-up default order status.
• Admin can enable the payment gateways for the wallet top-up.
• Admin can enable/disable the wallet partial payments.
• Admin can enable/disable the OTP verification functionality for chosen wallet operations at the customer end.
• Admin can set the OTP expiry time for customers.
• Admin can set the OTP digits length for customers.
• Admin can enable/disable the wallet withdrawal functionality at the customer end.
• Admin can set the withdrawal charges for customers either fixed or percentage.
• Admin can set the Min withdrawal limit for the wallet during withdrawing money.
• Admin can set the Max withdrawal limit for the wallet during withdrawing money.
• Admin can enable/disable the wallet referral functionality at the customer end.
• Admin can set the earning amount which both customers and new users can earn on successful registration.
• Admin can set the default email content which will gonna send to new users on refer.
• Customers can also change the refer email content at their end.
• Admin can set the my accounts page menu endpoint.
• Admin can set the my accounts page menu endpoint title.
• Admin can enable/disable the sidebar widgets on my accounts page menu.
• Shortcodes can be dynamically used for the wallet.
• Admin can view the list of users and their wallet balance.
• Admin can export users with wallet data into csv.
• Admin can perform bulk credit/debit by importing csv.
• Admin can perform manual credit/debit of wallet balance for the users.
• Admin can view the list of withdrawal requests and can mark them as paid or cancel them.
• Admin can view all the transactions done related to wallets with the various filters.
• Admin can enable/disable the Wallet payment gateway.
• Admin can create various cashback rules for the cart total, product as well as wallet top-up.
• Customers can purchase the products with wallet balance in the store.
• Customers can check their wallet balance.
• Customers can perform several operations with the wallet i.e. send, request, & withdraw money.
• Customers can refer the site to any new user and both will earn the set amount in their wallets.
• OTP verification code will be sent to customer’s email and then they need to verify it for wallet operations.
• Fully responsive wallet layout at the customer end.
• Customers can view all the transaction details.
• Customers need to top-up their wallet in order to use Wallet as a payment method.
• Wallet can also be used for partial payments.
• Refunds with wallets are also supported.
• WooCommerce Email templates are added for wallet related mails.
• Multilingual is also supported by the given .pot file.

Why choose our plugin?

All our products are meeting the WordPress quality standards including security, quality, performance and modern coding standards. For this, We are also awarded with WP Requirements Compliant Badge by Envato for our CodeCanyon Profile.

Installation of WooCommerce Wallet Management

In the menu section at the admin end in WordPress, he has to hover his mouse over the Plugins menu which brings out a submenu, then click on the Add New submenu.

Then he needs to click on the Upload Plugin button to upload the plugin zip file.

After clicking Upload Plugin button, you will be able to see the below image. After that, click on Choose File button to browse the plugin.

Then, when you select the WooCommerce Wallet Management plugin zip, your selected zip appears here. Then finally click on the Install Now button to install the WooCommerce Wallet Management plugin.

After installing the plugin, click on Activate Plugin to activate the WooCommerce Wallet Management plugin.

Permalinks – WooCommerce Wallet Management

Here, Admin needs to flush the permalinks by navigating on Settings>Permalinks. Then, the admin needs to save the Post name permalinks.

Admin End – WooCommerce Wallet Management

Now click on Configuration to visit the configuration page of the WooCommerce Wallet Management plugin or you can also hover on the WooCommerce Wallet admin menu, he/she is able to see 6 submenus i.e. Users, Manual Credit/Debit, Withdraw Requests, Transactions, Cashback Rules, and Configuration. Click on the Configuration to visit the configuration page.

Then Admin can see the configuration page.

Activate License

Here, You need to enter the purchase code to activate your license in order to use this plugin.

Enable/Disable:

Admin can enable/disable the Wallet System functionalities for the customers.

Min Topup Limit

Here, Admin can set the min limit for the wallet top-up amount which will be used at the customer’s end. If not entered, there will be no limit.

Max Topup Limit

Here, Admin can set the max limit for the wallet top-up amount which will be used at the customer’s end. If not entered, there will be no limit.

Debit Limit Type

Here, Admin can set the debit limit type either fixed or percentage. For fixed, min and max debit limit amount will be used and for percentage, both min and max debit limits will be calculated with the order total.

Min Debit Limit

Here, Admin can set the min debit limit for the wallet which will be used at the customer’s end during a purchase from the store. If not entered, there will be no limit.

Max Debit Limit

Here, Admin can set the max debit limit for the wallet which will be used at the customer’s end during a purchase from the store. If not entered, there will be no limit.

Min Transfer Limit

Here, Admin can set the min limit for the wallet transfer which will be used at the customer’s end while sending or requesting money. If not entered, there will be no limit.

Max Transfer Limit

Here, Admin can set the max limit for the wallet transfer which will be used at the customer’s end while sending or requesting money. If not entered, there will be no limit.

Registration Credit

Here, Admin can set the registration credit for the wallet which will be credited to the new customers if they successfully registered on the store. If not entered, there will be no registration credits in the wallet.

Wallet Topup Order Status

Here, Admin can set the wallet top-up order status either to be default or completed.

Enable/Disable partial payments

Here, Admin can enable/disable the partial payments with wallets for their store.

Enabled Payment Gateways for Topup

Here, Admin can select the payment gateways for the wallet top-up operation from the enabled payment gateways.

Configure Payment Gateway:

Here, Admin can configure the Wallet Payment Gateway so that customers can use it during checkout if they have enough balance. So after clicking this configure button, the admin will redirect into the payment gateway configuration page.

Enable OTP Verification via for the operations

Here, Admin can select the wallet operations for which OTP verification via mail gets enabled.

OTP Expiry (in seconds)

Here, Admin can set the expiry of the OTP code in seconds. After this time, OTP code won’t work and there will be an option for Resend OTP appears.

OTP digits length

Here, Admin can set the digits length of the OTP code. If not entered, 6 digits OTP will be generated.

Enable/Disable Withdrawals Funtionality for Customers.

Here, Admin can enable/disable the withdrawal functionality for customers.

Fee Charges Type

Here, If withdrawal functionality is enabled for the customers so admin can charge a withdrawal fee from wallet to their payment source. Fee Charges type can either be fixed or percentage.

Fee Charges

Here, Admin can set the fee charges which will be used during the withdrawal process for the customers. It will be calculated according to fee charges type.

Min Withdrawal Limit

Here, Admin can set the min limit for the wallet withdrawal which will be used at the customer’s end while withdrawing any amount from his/her wallet.. If not entered, there will be no limit.

Max Withdrawal Limit

Here, Admin can set the max limit for the wallet withdrawal which will be used at the customer’s end while withdrawing any amount from his/her wallet.. If not entered, there will be no limit.

Wallet Balance – Shortcode

Here, Admin can set the shortcode to display the wallet balance as shown below.

Wallet Balance Layout – Shortcode

Here, Admin can set the shortcode to display the wallet balance layout as shown below.

Wallet Operations – Shortcode

Here, Admin can set the shortcode to display wallet operations layout as shown below.

Wallet Balance & Operations Together – Shortcode

Here, Admin can set the shortcode to display wallet balance & operations layout as shown below.

Wallet Transactions – Shortcode

Here, Admin can set the shortcode to display wallet transactions layout as shown below.

Wallet Payment Gateway – WooCommerce Wallet Management

Here, Admin can configure the Wallet System payment gateway.

Enable/Disable:

Admin can enable/disable the Wallet system payment gateway during checkout.

Title:

Here, Admin can set the title of the payment gateway which is going to shown during checkout.

Description:

Here, Admin can set the description of the payment gateway which is going to shown during checkout.

Instructions:

Here, Admin can set the instructions for the payment gateway which will be shown on thankyou page.

Enable for shipping methods:

Here, Admin can set the shipping methods for which this payment gateway will be available during checkout.

Accept for virtual orders:

Here, Admin can enable/disable the payment gateway for virtual orders.

Users – WooCommerce Wallet Management

On visiting Users submenu, Admin will see the users list in which he can see the multiple information of the users like ID, Username, Email, Wallet Balance, and Actions.

Manual Credit/Debit – WooCommerce Wallet Management

On visiting Manual Credit/Debit submenu, Admin can perform manual credit or debit transactions for the selected users in Wallet system.

Withdraw Requests – WooCommerce Wallet Management

On visiting Withdraw Requests submenu, admin can see the ongoing withdrawal requests. All the withdraw requests are handled by admin manually in wallet system.

On clicking view requests, a popup will open in the window from which admin can perform 2 actions i.e. Mark as Paid and Cancel which will generate the transactions for the withdraw requests in wallet system.

Transactions – WooCommerce Wallet Management

On visiting transactions submenu, Admin can check the transactions related to wallets. Admin can also view any particular transaction for more details in wallet system. Admin can delete the transactions from row and bulk actions in wallet system.

The admin can click on any transaction ID to view the full transaction details in wallet system.

Cashback Rules – WooCommerce Wallet Management

On visiting Cashback Rules submenu, Admin can add various kinds of cashback in wallet i.e. cart, topup, products, etc. Cashbacks will get calculated on the basis of their types i.e. fixed or percentagein wallet system.

WooCommerce Email Template

Admin can configure Email Templates for the Wallet system mails which is going to delivered to customers.

Refunds

The wallet payment gateway also supports refunds. Admin can refund the amount partially or fully for the order in which the Wallet payment gateway was used.

Customer End – WooCommerce Wallet Management

Customers can visit the My Wallet menu from WooCommerce My Account page. Here, customers can see all the data related to Wallet system.

Here, Customers can use various functionalities of the wallet system i.e. add, send, request, and withdraw money. Customers can also refer the store to any new user to earn more.

Add or Topup money

On entering amount for the topup, a Wallet Topup product will get added in the cart with the same amount then customer will need to purchase it for add that amount in the wallet and once admin will verify the payment and complete the order, the amount will get added in customer’s wallet.

Send Money

On clicking send money icon, a popup will appear in the window in which customers need to enter the receiver’s email, amount, and note for sending the money within wallet system.

Request Money

On clicking request money icon, a popup will appear in the window in which customers need to enter the customer’s email, amount, and note for requesting the money within wallet system.

Withdraw Money

On clicking withdraw money icon, a popup will appear in the window in which customers need to enter the amount and the note in which they can mention their payment details for withdrawing the money within wallet system.

Refer

On clicking refer icon, a popup will appear in the window in which customers need to enter the email of the new user and the message for him. After the successful registration of the new user, both current and new user will get the earning amount in their wallets.

OTP Verification

If OTP Verification is enabled for the operation, then customer needs to verify the OTP to process that operation.

Customers at Checkout Page

Customers are able to use Wallet as a full as well as partial payment method.

Partial Payment

If the customers do not have enough money in their wallet or max debit amount is less than the cart total then they can use their wallet as partial payment and any other payment methods for the remaining payment.

Full Payment

If the customers have enough money in their wallet then they can use Wallet as a payment method to pay completely.

Customers can see the transactions of the wallet system in the My Wallet menu on my accounts page.

On clicking any transaction ID, customer can see more transaction details.

Non-Registered Customers – WooCommerce Wallet Management

If admin have set the registration credit amount & referral earning amount then on registration, customers can earn wallet amount on successful registration and both referral user and the customer will earn the referral earning amount in their wallet balance.

Multilingual – WooCommerce Wallet Management

Admin can use .pot file which is provided within the plugin zip in the languages folder by which they can translate the plugin.

Support

If you have any questions/queries with the plugin or need any special customizing, please contact us at [email protected]. We will do our best to answer as quickly as possible.