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WooCommerce Wallet Management Plugin Documentation

WooCommerce Wallet Management | Account Funds | E-Money
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The WooCommerce Wallet Management plugin is created to offer customers a virtual wallet for storing funds and making purchases on your WooCommerce store. This plugin provides a simple and efficient method for clients to make purchases without repeatedly inputting their payment details.

Customers can use the plugin to deposit money into their wallets through various payment methods, such as credit cards, PayPal, and other well-known payment gateways. After a customer has deposited monies into their purse, they can utilize those funds to buy items from your store without requiring an additional payment procedure.

One significant advantage of utilizing WooCommerce Wallet Management is its simplicity to clients. Customers may efficiently monitor their funds and make purchases without the need to repeatedly input their payment information by using a virtual wallet. Enhancing the checkout process can boost customer satisfaction and increase sales for your online store.

Another advantage of utilizing this plugin is its enhanced client protection. Using a virtual wallet allows users to avoid inputting their payment details on several websites, minimizing the potential for fraud and identity theft. The plugin offers clients a secure and dependable method to store and handle their payments.

The plugin offers various adjustable options for organizations to personalize the wallet management system according to their specific requirements. This involves setting minimum and maximum wallet balances and providing users with discounts or prizes for depositing monies to their wallets.

WooCommerce Wallet Management offers enterprises reporting and analytics solutions to enhance their understanding of consumer behavior and optimize wallet management tactics. The system provides comprehensive data on customer wallet activities, allowing users to monitor wallet balances and transaction histories.

Why choose our plugin?

Our products stick to WordPress’s quality requirements in security, quality, performance, and contemporary coding standards. Envato has given us a WP Requirements Compliant Badge for our CodeCanyon Profile.

Installation

To access the Add New submenu in the admin section of WordPress, the user needs to hover the cursor over the Plugins menu to see the submenu and then click on Add New.

Add new plugin

Next, the user must click the Upload Plugin button to upload the plugin zip file.

Upload new plugin

You will see the image below after clicking the Upload Plugin button. Next, select the Choose File button to locate the plugin.

Choose WooCommerce Wallet Management zip

Once you choose the WooCommerce Wallet Management plugin zip file, it will be displayed below. Click the Install Now button to complete the plugin installation.

Install WooCommerce Wallet Management plugin

Once the plugin is installed, select Activate Plugin to enable it.

Activate WooCommerce Wallet Management plugin

Admin must refresh the permalinks by going to Settings > Permalinks. The admin must then save the post name permalinks.

Permalinks

Admin End

Click on Configuration to access the plugin’s configuration page. Hover over the WooCommerce Wallet admin menu to view six submenus: Users, Manual Credit/Debit, Withdraw Requests, Transactions, Cashback Rules, and Configuration. Click on the Configuration to access the configuration page.

Configuration click
WooCommerce Wallet menu hover for configuration


The admin can view the configuration page.

WooCommerce Wallet Configuration menu

Activate License

You must input the purchase code to activate your license to use this plugin.

Enable/Disable:

The admin can activate or deactivate the Wallet System features for consumers.

Min Topup Limit

The Admin can establish the minimum limit for the wallet top-up amount customers can utilize. If not specified, there will be no restriction.

Max Topup Limit

The admin can establish the maximum limit for the wallet top-up amount customers can use. If left blank, there will be no restriction.

Debit Limit Type

The Admin can choose between a fixed or % debit limit type. Fixed debit limits will employ a set amount, whereas percentage debit limits will be determined based on the order total, including minimum and maximum values.

Min Debit Limit

The Admin can establish the minimum debit limit for the wallet, which customers will utilize when making purchases at the store. If left blank, there will be no restriction.

Max Debit Limit

An admin can establish the maximum debit limit for the wallet, which customers can utilize when purchasing at the store. If left blank, there will be no restriction.

Min Transfer Limit

The Admin can establish the minimum limit for wallet transfers, which customers must stick to while sending or requesting money. If left blank, there will be no restriction.

Max Transfer Limit

Admin can establish the maximum limit for wallet transfers, which customers must stick to while sending or requesting money. If left blank, there will be no restriction.

Registration Credit

The Admin can establish the registration credit for the wallet. This credit will be given to new customers upon successfully registering the business. Please enter to ensure registration credits are added to the wallet.

Wallet Topup Order Status

The Admin can set the wallet top-up order status as either default or completed.

Enable/Disable partial payments.

The Admin can activate or deactivate partial payments using wallets for their store.

Enabled Payment Gateways for Topup

The admin can choose the payment channels from the available options for adding funds to the wallet.

Configure Payment Gateway:

The Admin can set up the Wallet Payment Gateway for customers to use during checkout if they have sufficient funds. Clicking the configure button will redirect the admin to the payment gateway configuration page.

Enable OTP Verification via the operations.

The Admin can choose the wallet operations with OTP verification through email enabled.

OTP Expiry (in seconds)

The Admin can specify the duration of the OTP code in seconds. Once this time expires, the OTP code will become invalid, and you can request a new OTP code.

OTP digits length

The admin can determine the length of the OTP code digits here. If no input is provided, a six-digit OTP will be created.

Enable/Disable withdrawal functionality for Customers.

The Admin can activate or deactivate the withdrawal functionality for consumers.

Fee Charges Type

If the withdrawal feature is activated for customers, the admin can deduct a withdrawal fee from the wallet to their payment source. The Fee Charges type might be either fixed or %.

Fee Charges

The admin can establish the fee charges customers will incur while making withdrawals. The calculation will be based on the type of fee charged.

Min Withdrawal Limit

An admin can establish the minimum limit for wallet withdrawals, which customers must stick to while taking funds from their wallet. If left blank, there will be no restriction.

Max Withdrawal Limit

The admin can establish the maximum limit for wallet withdrawals, which customers will stick to while withdrawing funds from their wallet. If left blank, there will be no restriction.

Wallet Balance – Shortcode

The admin can establish the shortcode to display the wallet balance, as shown below.

Wallet Balance Shortcode

Wallet Balance Layout – Shortcode

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

Wallet Balance Layout Shortcode

Wallet Operations – Shortcode

The wallet operations layout can be displayed when the admin sets this shortcode.

Wallet Operations shortcode

Wallet Balance & Operations Together – Shortcode

The admin can configure the shortcode to display the operations layout and wallet balance, as seen below.

Wallet balance & operations together shortcode

Wallet Transactions – Shortcode

The layout of wallet transactions can be displayed as follows when the admin sets this shortcode.

Wallet transactions shortcode

Wallet Payment Gateway

The Wallet System payment gateway configuration is done here by the admin.

Wallet payment gateway

Enable/Disable:

Enabling and disabling the Wallet system payment gateway at checkout is up to the admin.

Title:

The admin can change the title of the payment gateway that will be displayed at checkout.

Description:

The payment gateway’s description, which appears at checkout, can be customized here by the admin.

Instructions:

The admin can set up the payment gateway’s instructions here, which will appear on the thank-you page.

Enable for shipping methods:

This is where the admin can set up the shipping options this payment gateway will accept at checkout.

Accept for virtual orders:

Admin can activate or deactivate the virtual order payment gateway here.

Users

Upon accessing the Users submenu, the admin will be presented with a user list that includes user details such as ID, username, email, wallet balance, and actions.

Users list

Manual Credit/Debit

The admin can manually credit or debit the Wallet system for the selected users by going to the Manual Credit/Debit submenu.

Manual credit/debit

Withdrawal Requests

Admin can view the active withdrawal requests by heading to the Withdraw Requests submenu. The admin personally processes every withdrawal request in the wallet system.

WooCommerce Wallet Management - Withdraw requests submenu

When the admin clicks on view requests, a popup window will appear. From there, the admin may choose to Mark as Paid or Cancel, which will cause the wallet system to generate transactions for the withdrawal requests.

withdraw requests popup

Transactions

Admin can check out wallet-related transactions by navigating to the transactions submenu. The admin can view any specific transaction in the wallet system for extra information. The admin can delete transactions from rows and bulk actions in the wallet system.

Transactions list

The admin must click on any transaction ID to view the complete transaction data in the wallet system.

Transaction details

Cashback Rules

The admin can add different types of cashback to their wallet, such as a cart, top-up, items, etc., by going to the Cashback Rules submenu. Cashbacks will be computed based on the type of wallet system, either fixed or %.

Cashback Rules

WooCommerce Email Template

The admin can configure email templates for the Wallet system messages that are being distributed to clients.

WooCommerce email template

Refunds

Refunds are supported by the wallet payment gateway as well. The admin can return the money entirely or partially when using the Wallet payment gateway for an order.

refund via Wallet

Customer End

Customers can use the WooCommerce My Account page‘s My Wallet menu. Customers can view all of the Wallet system data here.

Customer's Menu

Customers can add, send, request, and withdraw money using this wallet system’s many functionalities. To earn extra, customers can also recommend the store to other users.

Add or Topup money

When a customer enters the amount for a top-up, a Wallet Topup product with the same amount is added to their cart. They must then purchase it to add the money to their wallet. The amount will be added to the customer’s wallet after the admin has completed the order and verified the payment.

Wallet topup in cart

Send Money

When a customer clicks the Send Money icon, a popup window will open, asking them to transfer money through the wallet system by entering the recipient’s email address, the amount, and a note.

Send money popup

Request Money

Customers must input their email address, the desired amount, and a note in the pop-up box after clicking the Request Money icon to make a money request using the wallet system.

Request money popup

Withdraw Money

When a customer clicks the Withdraw Money icon, a popup window will emerge, asking them to enter the amount and a note with their payment information so they can withdraw money from the wallet system.

Withdraw money popup

Refer

When the refer icon is clicked, a popup window will open, asking users to enter the new user’s email address and a message for him. New and existing users will receive the earning amount in their wallets following a successful registration.

Refer wallet popup

OTP Verification

If OTP Verification is enabled, the customer must validate the OTP to process the operation.

Wallet OTP Verification popup

Customers at Checkout Page

Customers can use wallet as a partial or full payment method.

Partial Payment

Customers can use their wallet to make a partial payment and use any other payment method for the remaining amount if they don’t have enough money or if the maximum debit amount is less than the whole amount in their basket.

Wallet partial payment

Full Payment

Customers can utilize Wallet as a payment method to make a full payment if they have enough money in their wallet.

Full Payment

The My Accounts page’s My Wallet tab lets customers view the wallet system’s transactions.

Customer transactions

The customer can view additional transaction data by clicking on any transaction ID.

Customer transaction details

Non-Registered Customers

Upon successful registration, customers can earn wallet money if the admin has set the registration credit amount and referral earning amount. The customer and the referral user will receive the referral earning amount in their wallet balance.

Registration Credit for non registered users

Multilingual

The admin can translate the plugin using the .pot file in the plugin’s languages folder.

Support

If you have any concerns, need assistance with our WooCommerce extensions, or want customizations, contact us through our contact page or support@devdiggers.com, our support email address. We will do our best to provide immediate assistance.

27 thoughts on “WooCommerce Wallet Management Plugin Documentation

  1. Avatar of Paulo
    Paulo says:

    Good morning, how can I send the customer’s money via withdrawal to his bank account as PayPal? and prove to the customer that their real money actually arrived in their bank account?

  2. Avatar of DevDiggers
    DevDiggers says:

    You need to send the money manually or externally the system to the customer’s bank account or PayPal then mark the withdrawal request as “Paid” from the backend so customer gets notified regarding it.

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