1.Overview
- You can set the minimum/maximum top-up limit for customers.
- Let your customers make withdrawal requests by providing their details.
- Enable your customers to send Invites to their friends to join the Wallet System.
- Show customers their wallet amount in a widget.
- Allow customers to generate QR codes to receive payment from other wallet users.
- View and download the wallet transaction history.
- Add or remove funds to the wallets of all their customers in bulk or individually.
- View all wallet recharge orders (top-up by customers) in a separate order list in the WooCommerce section.
- Use the shortcode [wps-wallet] to display the user wallet on any page.
- The Wallet System is compatible with the WPML plugin.
- Compatible With Subscription for WooCommerce.
- Compatible with Multi Vendor Marketplace Solution for WooCommerce.
2.Installation
2.1. Automatic Installation
Automatic installation is the easiest option as WordPress handles the file transfers itself. To get your purchased plugin, follow these steps:
- After completing your plugin purchase, Go To My Account.
- From My Account, go to the “Download” section. [Here, you can easily find all your purchased plugins].
- Click on the “Download” button present across your purchased plugin to download your extension.
- Now, log in to your WordPress Dashboard.
- From the sidebar, click on Plugins.
- Click on Add New.
- Click the Choose File button and choose your downloaded plugin’s .zip file, and click on Install.
- Now, click on the Activate button.
- You’re all set to use the WooCommerce Wallet System.
Note: Visit the Login page to create your account before completing your purchase.
2.2. Manual Installation
The manual installation method involves downloading our WooCommerce Wallet System extension and uploading it to your webserver via your favourite FTP application.
The steps are as follows:
- Upload the WooCommerce Wallet System folder to the/wp-content/plugins directory.
- Activate the plugin through the Plugins menu in WordPress.
Note:
Before activating the Wallet System For WooCommerce, you should have the Wallet System For WooCommerce – WordPress plugin else the plugin will not function.
So, if you don’t already have it, you can download it directly from here:
Download Zip
3.General Settings
After the successful installation and activation of the WooCommerce Wallet System plugin, the admin can perform the following actions in the general settings:
3.1. Enable
Click on the toggle to enable the WooCommerce Wallet System plugin.
3.2. Wallet Recharge
Click on the Wallet Recharge toggle to allow customers to recharge their wallets using the payment methods available on your WooCommerce.
3.3. Refund to Wallet
Click on the Refund to Wallet toggle to let customers receive their refunds in their WooCommerce wallets.
3.4. Send Email On Wallet Amount Update to Customers
Enable this toggle button to let customers receive an email notification every time their wallet amount is updated.
3.5. Select Partial Payment Option
When the wallet balance is lower than the order total, customers will be able to use it to deposit partial payment. There are two options available:
Manual Wallet Amount: Select this option to allow customers to flexible choose any amount for partial payment.
Total Wallet Payment: if you select this option, then wallet users will be able to pay their total wallet balance as partial payment.
3.6. Minimum Wallet Recharge Amount
Set a minimum amount limit that your customers can add to their WooCommerce wallets.
3.7. Maximum Wallet Recharge Amount
Set a maximum amount limit that your customers can add to their WooCommerce wallets.
3.8. Message for Customers
Add a customized message under the Notes field of the withdrawal request form.
At last, click on Save Settings to save the changes you have made.
4.1.Edit Wallet of All Users at Once
Using this setting, you can credit or debit the amount in or from all user wallets in bulk. Follow these steps to edit the Wallet of all users once:
- Go to the Wallet Settings Tab.
- In the Amount box, enter the amount you want to debit/credit.
- Choose the Action: Debit or Credit.
- Then, click Update Wallet.
Note: The amount entered in the Amount box should always be a whole number. No fractions or decimal numbers are allowed.
4.2.Import Wallets for Users
You can edit the wallet balance of all wallet users with a CSV file. Follow these steps to import wallet balance from a CSV file:
- Go to the Wallet setting tab.
- Click on the download CSV file button from the Import Wallets for Users section.
- Open the file and edit the wallet balance of users.
- Come back to the Wallet tab. Click on Choose File and select the modified CSV file and upload it.
- And click on Import Wallet.
4.3.Wallet User List
In the section, you can view the wallet users list, edit the wallet amount individually, and see the wallet transaction history.
Follow these steps to edit the wallet amount individually:
- Go to the Wallet tab.
- To update the wallet amount, use the search bar above the wallet user table to find a particular user or select the user from the wallet user table.
- From the Actions column, click on the edit icon.
- The edit wallet amount popup will appear.
- Enter the amount in the Amount box and select the Debit or Credit option.
- Click on the Update Wallet button to implement your changes.
Follow these steps to view the wallet transactions history:
- From the Actions column of any user, click on the View icon.
- It will display the Wallet transactions of the user.
From the search bar, you can filter the list according to any keyword and date range.
4.4.Restrict Wallet User
The wallet system allows the admin to restrict any user from using the wallet features. A restricted user will not be able to use Add Balance, Wallet Transfer, Wallet Coupon Redeem, and Wallet Withdrawal Request functionalities.
They can only see their wallet transactions and use the remaining balance to make purchases.
To do this, go to the wallet user list table and click on the ‘Restrict User’ toggle.
Note: By default all users are unrestricted.
Before Wallet Restriction:
After Wallet Restriction:
5.Wallet Transactions
The Wallet Transaction tab shows the list of the customers’ transactions and edits (credits and debits) you have made into customers’ wallet accounts.
You can filter this transaction list from the search bar with keywords and date range and also export the transactions list in an excel or CSV file.
Follow these steps to export the wallet transactions list:
- Go to the Wallet Transactions tab.
- Click on the Export Excel or Export CSV button to download the wallet transaction list.
6.Withdrawal Request
The Wallet System for WooCommerce Pro allows your customers to file a withdrawal request to withdraw money from their wallet accounts and transfer it into their bank account or any preferred payment apps.
They have to file a withdrawal request and provide you with their payment details. You can view and manage these withdrawal requests from the Withdrawal Request tab.
You can filter the withdrawal requests list by keywords and request status. There are three withdrawal request statuses in the Filter By dropdown:
- Approved
- Pending
- Rejected
Note: You have to address and resolve each withdrawal request manually.
7.1.Enable Wallet CashBack
Enable this toggle to use the wallet cashback feature.
7.2.Process Wallet CashBack
In this dropdown, you can select the order statuses at which the cashback will be sent to the users’ wallets. The dropdown consists of the following statuses:
- Complete.
- Processing.
- On Hold.
- Payment Pending.
7.3.Wallet Cashback Rule
The wallet cashback rule dropdown allows the admin to determine if the cashback offer will be available Cart-Wise or Category-Wise.
Cart-Wise Rule: If select this option, then the wallet cashback will apply to the first product of each product type added to the cart.
Here is how the cart discount works in the front end.
Users will get notified of the cashback reward they are getting.
Category-Wise: When you select the Category-Wise cashback rule, you will get the option to select the product categories in which you want to offer the wallet cashback.
If there are multiple items of the same category in the cart, then the customer will only receive wallet cashback on a single product.
If there are multiple products of different categories, then the customer will receive wallet cashback on the individual product of each category.
7.4.Wallet Cashback Type
The Wallet system offers two types of cashback: Percentage and Fixed.
7.5.Enter Wallet Cashback Amount
In this section, you can enter the value for the selected wallet cashback type.
7.6.Minimum Cart Amount
You can decide the minimum cart amount on which customers will be able to earn wallet cashback.
7.7.Maximum Wallet Cashback Amount
You can set a maximum amount for wallet cashback. It will limit the cashback reward to the set limit. For example, if the customer purchases a $1000 product that has a 10% cashback offer on it, then instead of receiving $100, they will receive the maximum wallet cashback set by you.
If the maximum amount is $80, then the customer will get that amount irrespective of the cashback value.
8.Rest API
REST API tab enables you to generate API keys for Wallet System for WooCommerce Pro. You can use these API keys to allow external apps to view and manage wallets.
Follow these steps to get the API Keys:
- Go to the Rest API tab.
- Click on the Generate API Key button.
It will generate the Consumer Key and Consumer Secret key. You can click on the Delete API Keys button to remove the keys.
The generated API Keys allow you to manage the following functions:
- Authentication
- Retrieve Users
- Retrieve particular user wallet amount
- Retrieve particular user wallet transactions
- Update wallet of users
REST API details
Base Url for accessing customer wallet: {home_url}/wp-json/wsfw-route/v1/wallet/
Authentication
For authentication, you need Consumer Key consumer_key and Consumer Secret consumer_secret keys. Response on wrong API details:
{
“code”: “rest_forbidden”,
“message”: “Sorry, your key details are incorrect.”,
“data”: {
“status”: 401
}
}
Retrieve Wallet Of All Users
Retrieves the wallet of all the users with their details. The HTTP request is:
GET {home_url}/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.
Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/users?consumer_key=XXXX&consumer_secret=XXXX
JSON response example:
[
{
“user_id”: 1,
“user_name”: “root”,
“user_email”: “dev-email@gmail.com”,
“user_role”: “administrator”,
“wallet_balance”: “160.2”
},
{
“user_id”: 2,
“user_name”: “Demo”,
“user_email”: “demo_user@gmail.com”,
“user_role”: “customer”,
“wallet_balance”: “225”
}
]
Retrieve particular user wallet amount
Retrieves the wallet balance of an existing user. The HTTP request is:
GET {home_url}/wp-json/wsfw-route/v1/wallet/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.
Example:
http://tester2.local/wp-json/wsfw-route/v1/wallet/1?consumer_key=XXXX&consumer_secret=XXXX
JSON response example:
“23.34”
Retrieve particular user wallet transactions
Retrieves all transactions related to the wallet of the user. The HTTP request is:
GET {home_url}/wp-json/wsfw-route/v1/wallet/transactions/<id>?consumer_key=XXXX&consumer_secret=XXXX where <id> is an user id of user.
Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/transactions/1?consumer_key=XXXX&consumer_secret=XXXX
JSON response example:
[
{
“Id”: “90”,
“user_id”: “1”,
“amount”: “22”,
“transaction_type”: “Debited by admin”,
“payment_method”: “Manually By Admin”,
“transaction_id”: “”,
“note”: “”,
“date”: “2021-04-22 20:16:23”
},
{
“Id”: “94”,
“user_id”: “1”,
“amount”: “12”,
“transaction_type”: “Wallet credited through purchase #159”,
“payment_method”: “bacs”,
“transaction_id”: “159”,
“note”: “”,
“date”: “2021-04-22 21:35:47”
}
]
Update wallet of the User
This allows you to update the (credit/debit) wallet of the particular user. The HTTP request is:
PUT {home_url}/wp-json/wsfw-route/v1/wallet/<id> where <id> is an user id of user.
Required Headers
Content-Type: application/JSON
Example: http://tester2.local/wp-json/wsfw-route/v1/wallet/1
9.Wallet Coupons
Our WooCommerce wallet system enables merchants to create wallet coupons that customers can redeem to add balance to their accounts.
Follow these steps to create wallet coupons:
- Go to the Wallet Coupons section from the admin menu.
- Click on Add New wallet Coupon and start creating your coupon.
- Under the Add Title textbox, click on Generate Wallet Coupon Code to automatically generate the coupon code.
- You can also add a custom wallet coupon code.
- Enter coupon description.
- Scroll down to the Create Wallet Coupon section and add the Coupon Amount in the General tab.
- Then, check the Coupon Status checkbox to activate the coupon
- Now, move to the Usage Limit tab.
- Here, you can set the Usage limit per coupon and the Usage limit per user.
- Next, click on Publish. And you are done.
You can send these wallet coupons to your leads and customers through your preferred communication channels.
Note: Usage limit per coupon is defined as the number of times a coupon can be redeemed.
Usage limit per user is the number of users who can redeem a coupon.
For example, If the Usage limit per coupon is 4 and the Usage limit per user is 2, then both users can redeem the coupon in any combination but only four times in total.
The user has to go to My Account > Wallet > wallet Coupon Redeem, enter the coupon code, and click on Redeem Coupon.
The user has to go to My Account > Wallet > wallet Coupon Redeem, enter the coupon code, and click on Redeem Coupon.
10.WPML Compatibility
The WooCommerce Wallet System is made compatible with the WordPress Multilingual (WPML) plugin for localization of the WooCommerce Wallet System plugin’s strings.
For translating the plugin the first step is to extract all the strings of the plugin and it can be done with the help of the following steps:
- From your WordPress Admin Panel, visit WPML → Themes and Plugins Localization.
- Now scroll down to the Strings in the plugins section.
- Lastly, select the WooCommerce Wallet System plugin from the list of plugins.
To translate the strings into the language of your choice press the Translate Strings button present next to the plugin.
You’ll be redirected to a page where all the strings of the plugin are listed and you can translate each string from here.
Upon visiting this page you can manually select a string for translation by clicking on the “+” button next to each string in a row.
A popup will occur in which you can write the translation of the string.
Once you’ve written the translation it will be automatically saved and when the customer chooses a different language they’ll see the translated version of the string.
11.Multi Vendor Marketplace Solution for WooCommerce Compatibility
Multivendor Marketplace Solution for WooCommerce allows you to create an online marketplace on your WooCommerce store. It is compatible with the Wallet System for WooCommerce Pro.
The wallet system is added as one of the payment methods to send commissions to your vendors on their sales i.e. the commission will be credited to the vendors’ wallets. Follow these steps to configure the wallet payment method:
- from the Admin menu, go to Go to WCMp >> Settings.
- Scroll down to the How/When To Pay section.
- Select Wallet from the Allowed Payment Gateways options.
- Check the Payment Gateway Charge option to set a gateway charge for vendors.
- Select the payment gateway charge carrier from the “Who Bear the Gateway Charges” dropdown.
- Set the Gateway Charge Type and enter the charge value.
- Check the Disbursement Schedule checkbox and select the schedule.
- Lastly, click on Save Changes.
12.Subscription For WooCommerce Compatibility
Wallet System for WooCommerce Pro is compatible with Subscriptions For Woocommerce and Subscriptions for WooCommerce Pro.
Subscription for WooCommerce Pro allows you to create and sell subscriptions products and ensure recurring revenue. In this compatibility, the users can use their wallet balance to purchase subscriptions products.
The basic requirement is installing and activating the Subscription for WooCommerce Pro and creating a subscription product.
Follow these steps to create a subscription product:
- From the Admin menu, go to WP Swings > Wallet System.
- Select the Partial Payment Option: Total Wallet Amount or Manual Wallet Amount.
- Click on the Enable To Use Wallet Amount On Renewal Order.
- Select the Appy Amount Type (Percentage/Fix).
- Then, enter the amount/percentage to be deducted from the wallet during order renewal.
- At last, click on Save Settings.
Note: Users can only use the wallet partial payment feature to pay for subscription products. By default, the subscription order renewal happens automatically through its default payment method, which is initially used to buy the subscription.
Here is how it appears on the checkout page for the Total Wallet Amount option:
For the Manual Wallet Amount:
13.RMA Return Refund & Exchange for WooCommerce Pro Compatibility
The Wallet System for WooCommerce Pro is compatible with RMA Return Refund & Exchange for WooCommerce Pro. In this compatibility, the users can request the refund amount to be transferred directly to their wallets.
Configuring RMA Settings
After the successful installation, go to the WP Swings > Return Refund Exchange for WooCommerce > General Settings. And enable the following settings:
Enable Refund
Enable Order Message
Enable Exchange
Enable Cancel
Enable Wallet
Then go to the Wallet tab, and enable the following settings:
Enable To Use Wallet System For WooCommerce Plugin: After enabling this feature, all the wallet amounts will be transferred to Wallet System for WooCommerce.
Enable To Select Refund Method For The Customer: You can allow customers to select the refund method while submitting the refund request.
Here’s how this compatibility works:
Step 1: Customer places the refund request.
Step 2: Go to WooCommerce > Orders and click on the refund request.
Step 3: Open the refund request, scroll down to the Refund Requested Product section and click on the ‘Accept Request’ button.
Then, click on the ‘Refund Amount’ button. The refund amount will be sent to the customer’s wallet.
This exchange will show in the wallet transaction history.
14.Elementor Page Builder Compatibility
The Wallet System for WooCommerce is compatible with Elementor Page Builder. This compatibility allows you to add wallet snippets on pages using the drag and drop functionality on Elementor. The wallet snippets allow your customers to access the following functions:
- Wallet Recharge
- Wallet Transfer
- Wallet Withdrawal Request
- Wallet Transaction
First, download, install and activate the Elementor Page Builder Plugin. Then, follow these steps to add wallet snippets:
- From the Admin menu, Go to Pages > Add New.
- Click on the “Edit With Elementor” Button.
- In the Elementor Editor, go to the left widget panel and find the ‘Wallet Snippet’.
- Click on the ‘Wallet Snippet’ Widget and drag to the midsection of the page. The ‘Select Wallet Widget’ dropdown will be accessible. Using the dropdown, you can implement any of the four wallet feature snippets.
- You can add the wallet snippets in whatever style you deem appropriate. Afterward, click on publish.
Here is how the page appears on the front end.
15.WooCommerce Wallet System Front-End
This plugin adds the Wallet tab in the WooCommerce account of your customer. To access the Wallet, your customers have to go to My account > Wallet.
The wallet tab contains the following features:
- Add Balance
- Transfer
- Wallet Withdrawal Request
- Transaction History
- Wallet QR Code
15.1.Wallet QR Code
The users can generate and share QR codes for their wallets. An individual user can scan the wallet QR code of other users and recharge or transfer money into their wallets. They have to click on the Generate QR Code button and copy the QR code to share it.
Note: The wallet users can use the generated QR codes to recharge their wallets. But they can’t transfer money to themselves.
15.4.Send Invitation to Users
Using this setting, wallet users can also invite their friends/family to join the wallet system. If the email address entered in the ‘Transfer to’ field doesn’t exist, users will get the option to send an invitation to the email address.
- Click on the ‘Invite him/her to get the wallet amount’.
- Fill out the name and enter your message.
- Then, click on Send Invitation.
16.Feedback and Suggestions
We’d love to hear it: Reach out to our Support query and we’ll consider adding it in a future release.
17.FAQs
Can the admin add some customized messages to display to the users on the withdrawal request page?
Yes, the admin can add a custom message on the withdrawal request page from the Wallet >> General >> Message For Customers box.
Can the admin export a CSV file of all the wallet transactions?
Yes, the admin can export the CSV/Excel both types of transactions list from the Wallet >> Wallet Transactions >> Export CSV/ Export Excel file.
Can the admin show a widget for the wallet amount on the frontend?
yes, the admin can add a widget to display the wallet amount on the front-end. For this, go to Appearances >> Widgets >> Wallet Widgets.
Is there any faster way to let wallet users recharge each others’ wallets?
Yes from the Frontend >> Wallet Tab >> Generate QR code. The user can generate the Wallet QR code and share it with other wallet users. From the QR code, they will be able to receive money from other users as well as recharge their wallets.
Can the admin send commission directly to vendors’ wallets if they are using the MultiVendor Marketplace Solution for WooCommerce?
Yes, the admin can select the wallet system as a payment method and credit the sales commission to the vendors. The Wallet System for WooCommerce Pro is compatible with the Multi-Vendor Marketplace Solution for the WooCommerce plugin.
How do I add any custom feature to the Wallet System for WooCommerce Pro plugin?
To add any custom feature, you can get in touch with our developers and raise a request for customization.