WooCommerce Wallet Management Plugin Documentation

WooCommerce Wallet Management is a plugin designed to provide customers with a virtual wallet to store their funds and use them for purchases on your WooCommerce store. This plugin provides an easy and convenient way for customers to make purchases without having to enter their payment information every time they make a purchase.

The plugin allows customers to add funds to their wallet using various payment methods, including credit cards, PayPal, and other popular payment gateways. Once a customer has added funds to their wallet, they can use those funds to make purchases on your store without the need for a separate payment process.

One of the key benefits of using WooCommerce Wallet Management is the convenience it provides to customers. By having a virtual wallet, customers can easily manage their funds and make purchases without having to repeatedly enter their payment details. This can help to improve the checkout experience and encourage customers to make more purchases on your store.

Another benefit of using this plugin is the increased security it provides for customers. By using a virtual wallet, customers can avoid having to enter their payment information on multiple sites, which can reduce the risk of fraud and identity theft. Additionally, the plugin provides a secure and reliable way for customers to store and manage their funds.

The plugin also provides a range of customizable options that allow businesses to tailor the wallet management system to their specific needs. This includes the ability to set minimum and maximum wallet balances, as well as the option to offer customers discounts or rewards for adding funds to their wallet.

WooCommerce Wallet Management also provides businesses with a range of reporting and analytics tools that can help them better understand customer behaviour and optimize their wallet management strategies. This includes detailed reports on customer wallet activity, as well as the ability to track wallet balances and monitor transaction history.

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

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 plugin.

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

Permalinks

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

Admin End

Now click on Configuration to visit the configuration page of the 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

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.

Withdrawal 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

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

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

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

Support

You can always check the complete functionality of the plugin on the live demo. If you have any questions or queries or need assistance for our WooCommerce extensions or need any special customizing, you can connect with us from our contact page or can mail us at support@devdiggers.com. We will do our best to answer as quickly as possible.